I hope that Tesla will change its top management asap.

Imagine a situation where you have a new 800V infrastructure already applied to cybertruck and decide to update the Model Y with just “minor” adjustments. Which means that both M3 and MY will get 800V/48V when? 2/3 years minimum.

It recalls me a Nokia moment.

Meanwhile China is running.

China has everything needed for cheap and efficient manufacturing. The design skills, the infrastructure, the cheap labour, the network of factories, etc.

The US does not.

The only reason the US might win at car manufacturing will be if there are sufficient tariffs or other trade barriers. In a free market, China will win.

The US is not going to win at car manufacturing outside the US anymore and right now it's not even clear it will win inside the US or with our closest trading partners. Tariffs are not being wielded effectively to protect US car manufacturing in the US.

It's not even that the labor is as cheap as it used to be but it's generally a very able and willing workforce with a labor structure where there are no qualms with automating parts of the process. The auto manufacturing race has already been lost in my opinion. Nobody is doing it as well or at the same scale as China.

How will US win with trade barriers? With them it can only secure the US market, and even this only provided the entire production chain is located in the US. Because you can forget about exporting goods weighted by trade tariffs - as you can see nobody accepts being tariffed without retaliating. So it can win, if you redefine the word "win".

They received a CPC permit, which is simply a prerequisite to some of the actual robotaxi permits. Still a long way to go.