Model 3 is priced under the average US car price. It is a mass market car.

Yes Chinese EVs have superior economics. It's quite difficult to have both high labor rates "living wages!" and cheap cars. Tesla is still the most competitive in this regard vs. other US automakers.

Tesla just announced their mass market robocar. Do you believe they won't actually produce it?

Makes sense to oppose subsidies, Tesla's stance has always been if you remove the subsidies for gas cars then EVs will already be highly competitive just on merit alone.

Tesla has already fully opened the supercharging network including the plug interface. What other company would do that? Imagine if Comcast were forced to share all their cable lines.

"Tesla just announced their mass market robocar. Do you believe they won't actually produce it?"

- Tesla generally is 1-3 years late on actual production of vehicles

- previous cars required only prosaic (but nonetheless difficult) industrial production scaling. The robotaxi requires Tesla to succeed in a huge AI leap, not the Actually Indians leap.

- Tesla's previous cars were built upon a base of delivery from previous models. The cybertruck is generally a failure, it won't be mass market. I predict Tesla stock will tank when its sales tank in the next 6 months.

"Yes Chinese EVs have superior economics. It's quite difficult to have both high labor rates "living wages!" and cheap cars. Tesla is still the most competitive in this regard vs. other US automakers."

- Tesla doesn't have battery tech or drivetrain leadership. It may have a couple percent efficiency advantage. They have no battery economic advantage over other makers, especially since the future is about sodium ion and LFP from CATL and other Chinese battery makers.

- Sodium Ion in particular is the great leveler for the car industry. 1/3rd the cost of NMC chemistry, it will enable even legacy auto to make dirt cheap cars. Tesla won't be willing to go downmarket

"Makes sense to oppose subsidies, Tesla's stance has always been if you remove the subsidies for gas cars then EVs will already be highly competitive just on merit alone."

Are there mass market sales of EVs from a dozen car companies? Is 30% of new car sales EVs, or even PHEV or EVs combined?

Is it paramount to get consumer transportation electrified from a carbon emissions standpoint?

Fine, it's clear you aren't an environmentalist and are just pro-Tesla from a stock fundamentals / crass business perspective. But this statement ALSO means that Tesla isn't environmentalist anymore, and excluding them from subsidies is perfectly plausible.

"Yes Chinese EVs have superior economics. It's quite difficult to have both high labor rates "living wages!" and cheap cars. Tesla is still the most competitive in this regard vs. other US automakers."

- Tesla is better than other union automakers in terms of living wages and cost competition? Do you have data?