Part 7/11:
Tesla's dominance is increasingly challenged by traditional automakers venturing into EVs. Ford, for example, has ambitious plans to cut costs significantly and reduce EV prices by 50% over four years. However, industry insiders like Pierre argue that even in an ideal scenario, Ford’s per-unit costs will remain roughly 20% higher than Tesla's well into 2027, suggesting Tesla's lead is likely to persist.
Additionally, Tesla's inclusion in major investment funds has shifted, with the company now occupying the number two position in Gary Black’s Future Fund—held at roughly 9.18% of assets. This reflects a somewhat cautious but still bullish stance from institutional investors, especially given recent stock price fluctuations.