Part 6/7:
As Tesla grapples with diminishing returns, the entire landscape of electric vehicles is shifting. While Musk has made strategic bets on technologies like robo-taxis and self-driving vehicles, the reliance on complex supply chains—many of which originate in China—raises questions about Tesla's capacity to adapt swiftly amidst growing competition.
Many speculate that Tesla's challenges arise from its leadership changes and external political dynamics, including Musk's past associations with the Trump administration. However, BYD's swift ascent seems to provide a more comprehensive insight into the landscape, emerging as the unexpected benefactor amid Tesla's struggles.