Part 8/14:
Jeff points out that volume production, once ramped up, will create a supply-demand bidding war among suppliers, further reducing costs and increasing margins—an auto-industry "second leg down" driven by increased scale and optimized manufacturing.
Tesla’s Competition and the Broader EV Market
The conversation then shifts to the wider EV landscape. The hosts note a worrying retreat among traditional automakers like GM, Ford, and the German giants, who are pulling back from EV investments and autonomous driving research due to financial strains and strategic retrenchments. Many legacy companies are also exiting the Chinese market or facing production delays, thereby widening Tesla’s lead.