this post was submitted on 19 Mar 2025
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How Tesla blew its lead. (restofworld.org)
submitted 4 days ago* (last edited 4 days ago) by Tea@programming.dev to c/technology@lemmy.world
 

BYD took the global EV crown. Now Chinese rivals and local startups are taking over emerging markets.


  • Tesla’s sales are dropping globally, with political headwinds and fierce EV rivals throwing up challenges.
  • New frontiers beckon, but Tesla faces a showdown with savvy local and Chinese competitors vying for dominance.
  • Pricing battles and rapid innovation are putting Tesla to the test, demanding a strategic jolt to regain its edge.
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[–] NeoNachtwaechter@lemmy.world 43 points 4 days ago (9 children)

Tesla hasn't lost it in 2025, but much earlier.

For example, when they stopped maintaining and improving their successful Model 3 and Model Y, because the ugly tinbox "needed" all research and development resources.

[–] CompactFlax@discuss.tchncs.de 28 points 3 days ago (2 children)

This is exactly it. Instead of focusing on refining and renewing their products, Tesla burned billions on self-driving, while simultaneously hamstringing themselves by removing radar and lidar. That’s before the cybertruck and roadster 2 interfered.

Lucid, from what I can tell, has done this work. Their new motors are the size of a carryon. The interior volume is enormous. That’s what the flagships should be like at Tesla, but they screwed up.

[–] futatorius@lemm.ee 2 points 2 days ago

Unwanted features taking priority over quality improvements is a textbook enshittication move.

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