Tesla are in a strange place: people keep pointing out how decoupled the stock price is from the car business, and the stock refuses to go down. Partly because they're still selling the dream of full FSD.

Chinese companies seem to be ignoring FSD and going straight for the full EV crown. Japanese companies are clinging to hybrids, which they do well, but are still dependent on petrol.

America simply won't let the Chinese cars in and will continue to buy $100k gas guzzler trucks, because that's what the market demands.

▲ khriss 2 days ago | parent | next [-]

> because that's what the market demands.

Is that true though? People are currently forced to buy gas guzzlers since there are simply no practical and cheap EVs available in the United States. If Chinese EVs were allowed to be sold in the US, it's not a given that people would still prefer ICE cars.

Indeed, the fact that they are banned suggests that the Govt knows that the domestic car industry can't compete with them.

	▲	fragmede 2 days ago \| parent [-]
		The Nissan Leaf and Chevy Bolt (and Volt) and Fiat e500 don't exist in your narrative? People want their big SUVs, even Tesla sells one or two.

▲ aurareturn 2 days ago | parent | prev [-]

  Chinese companies seem to be ignoring FSD

They're not. They already have robotaxis in many Chinese cities.