this post was submitted on 19 Mar 2025
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203
How Tesla blew its lead. (restofworld.org)
submitted 2 days ago* (last edited 2 days ago) by [email protected] to c/[email protected]
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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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[–] [email protected] 2 points 11 hours ago

Even before Musk got involved, the "disrupting car manufacturing" idea was there, and Tesla had already reversed course and was recruiting experienced auto-industry production engineers. Turns out all those "why don't we just?" questions from the tech bros had already been tried in the car industry 40 years ago, and had almost all failed.

Cars are complex gadgets with nasty supply-chain issues, and design for manufacturability and maintainability aren't the first things someone thinks of when trying to roll out a long list of new features.