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Unlike Tesla, GM's autonomous efforts have stalled. Their autonomous vehicle division, Cruise, has fallen behind, and the company has invested billions chasing EV dominance without much success. The rapidly approaching future favors fleet-based, fully autonomous EVs—an area where Tesla is clearly ahead, shifting from car ownership to mobility.
China's EV Revolution: Reshaping the Global Market
No discussion about the future of mobility is complete without considering China's aggressive push into EVs. In 2024, China sold around 11 million EVs, and by 2025, sales are projected to surpass 20 million units—more than the entire U.S. auto market. Chinese automakers like BYD have established formidable export footprints, with over 800,000 vehicles exported in 2025 alone.