$Tesla Motors(TSLA)$ I test-drove Xpeng's new VLA 2.0 autonomous driving system, navigating through one of the most aggressive driving environments for 40 minutes without a single intervention. This is a major development. Tesla has been the clear leader in advanced driver-assist systems for consumer cars, but Xpeng's latest update shows that lead is shrinking fast—and in some ways, it's already gone. — Electrek
The key lies with Waymo: although the press shows bias against $Tesla Motors(TSLA)$ , they cannot stray too far from Waymo's crash benchmarks. In essence, so long as $Tesla Motors(TSLA)$ remains around or below Waymo's crash statistics, I believe they will be fine as they can reference them. Should $Tesla Motors(TSLA)$ be involved in significantly more or more serious crashes than Waymo, it will become quite difficult – but at least that indicates we have a defined margin for error.
$NIO Inc.(NIO)$ NIO is not losing money. They are spending more than their competitors to keep their technology two to three years ahead. Anyone who wants to compare NIO's technology to Tesla, Xiaomi, or Rivian needs to show proof.
Why do people believe $Tesla Motors(TSLA)$ won't increase revenue and gross profit in coming years? Do you genuinely think Tesla won't scale its Robotaxi fleet, Supercharger network, global vehicle fleet, FSD subscriptions, energy storage systems, solar business or eventually humanoid robots? They're adopting Amazon's approach: build infrastructure and foundation before scaling profitability. The company is vertically integrated across every platform. They control the entire supply chain for most product lines. Their flywheel is fully engaged.