When people actually compare prices, they note that Chinese cars also have autopilot and cost less than half of a Tesla, new.
What's keeping Chinese brands out of the USA, isn't keeping them out of Europe or much of anywhere else.
BYD sales in January 2026 are down 30% YoY. Not looking great for them in 2026.
Tesla remains competitive in China, which can't be said of European EVs. Chinese ADAS are much better than European ones but still far behind FSD.
To bring the discussion back on topic: $50k/year or ~$250k over the course of the vehicle's lifetime, instead of $5k for a singular sale event, is why the path for the company is crystal clear. Cybercab is the same kind of step for Tesla as the Model 3 was back in 2017.
Yeah and it’s going to bankrupt VW/Stellantis. Surprised Europeans just don’t seem to give a damn about that.