All the legacy automakers that haven't fully moved to EV's PROFITABLY will go defacto bankrupt within a few years, there will be some mergers to stay alive but it's game over. Tesla and China companies will own auto, with Tesla capturing most the profit, similar to Apple vs Android phones. Autonomy will further accelerate this.

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ikrenji 12 hours ago | parent | next [-]

tesla is not competitive vs chinese. they can remain afloat wherever the chinese are not allowed to sell, that's about it

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gorfian_robot 12 hours ago | parent [-]

[flagged]

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tomhow 4 hours ago | parent | next [-]

Please omit internet tropes on HN. https://news.ycombinator.com/newsguidelines.html

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small_model 11 hours ago | parent | prev [-]

[flagged]

	▲	tomhow 4 hours ago \| parent \| next [-]
		> facts don't matter that much when you suffer from EDS Please don't post flamebait or call names on HN. https://news.ycombinator.com/newsguidelines.html
	▲	defrost 11 hours ago \| parent \| prev [-]
		Sounds unlikely given: * https://www.iea.org/reports/global-ev-outlook-2025/trends-in... * https://source.benchmarkminerals.com/article/global-ev-sales... China no longer subsidizes their EV production to the level they did at its industry's inception. Can you expand on your comment and reference data that supports your reasoning? > when you suffer from EDS Edit out the cheap swipes please. See: https://news.ycombinator.com/newsguidelines.html

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thelastgallon 12 hours ago | parent | prev [-]

Spot on, except for the part about Tesla. Tesla shut down production of Model S & X. Coming up next: 3 and Y. Also, Tesla has YOY decreasing revenue and sales. Pretty soon, they will go pre-revenue and embrace what they are: A NFT traded on the stock market for bragging rights.

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small_model 12 hours ago | parent | next [-]

I'll just leave his here, "Tesla achieved a record-breaking third quarter in 2025 (Q3 2025), delivering 497,099 vehicles". It's expected that to be exceeded most quarters going forward

	▲	noncoml 11 hours ago \| parent \| next [-]
		What do you achieve by trying to distort reality? 2024 total deliveries: 1,789,226 2025 total deliveries: 1,636,129 That 8% decline YOY Sources: https://ir.tesla.com/press-release/tesla-fourth-quarter-2024... https://ir.tesla.com/press-release/tesla-fourth-quarter-2025...
	▲	pharrington 4 hours ago \| parent \| prev [-]
		Fat chance Elon!

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cryptoegorophy 12 hours ago | parent | prev | next [-]

Where did you get “ Coming up next: 3 and Y” from?

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small_model 12 hours ago | parent [-]

[flagged]

	▲	defrost 11 hours ago \| parent [-]
		>they got it from their EDS infected mind. Edit out the cheap swipes please. See: https://news.ycombinator.com/newsguidelines.html

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12 hours ago | parent | prev [-]

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