The Automotive Industry's Transition to AEVs: Which car manufacturers will survive the next decade?
Introduction This will be a little bit of a different blog from my others, as it will not be as much about Tesla as it will be about the rest of the automotive industry and the challenges it will face over the next ten years. I got the idea for this blog when I was thinking about the risks that people often associate with Tesla as a company. Many people say that Tesla will go bankrupt, won't be able to compete when competition arrives, can't make a profit, etc. In my opinion the only risks to Tesla not succeeding to at least some degree in the next decade are incredibly small percentage freak accidents, such as something happening to Elon, or an airplane crashing and destroying the entire Fremont factory. Barring something like that happening, even with mediocre execution in the next decade Tesla is set up to be one of, if not the, biggest player in the transportation industry in 2030 as I explained in my Tesla Investment Thesis . Then I changed my point of view from