Part 11/12:
He also notes that Chinese automakers are not merely copying but are benchmarking outcomes—the results—while differentiating their products. The threat of China flooding various international markets with affordable, quality vehicles remains a concern for traditional automakers.
Final Thoughts
The convergence of manufacturing excellence, strategic localization, robust software and AI developments, and market dominance in China underscores Tesla's ongoing evolution. While rumors about specific projects like NV91/NV93 and Optimus stir excitement, White urges caution and emphasizes engineering realities over speculative hype.