Part 12/13:
The overall automotive market in the U.S. shows increasing vehicle prices, with an average near $50,000. China continues to heavily subsidize EVs, encouraging demand. In the U.S., potential policy shifts threaten to temporarily reduce EV sales, though long-term growth remains intact due to market inertia and technological improvements.
Elon Musk remains confident about Tesla’s prospects, implying multiple upcoming catalysts, including the likely launch of a "compact Tesla vehicle" for the mass market and advancements toward full autonomous driving without driver intervention.