Part 9/12:
While Tesla continues its aggressive expansion and product development, traditional automakers face headwinds. Many struggle with demand, high inventory, and falling margins. For example, GM and Ford have over 90 days' worth of unsold EV inventory, and their profits are squeezed as they attempt to lower prices to stimulate sales.
In contrast, Tesla maintains low inventory (under 20 days' supply) and profitability, even amid price cuts. However, some industry voices are wary, likening Tesla's current standing to early internet bubble scenarios, cautioned by historical parallels such as the bursting of the dot-com bubble in 2000.