Start of the end of Tesla? RIP

People will be surprised to see a blog that supports EV yet put up RIP sign for Tesla.

Till now Tesla enjoyed an almost SOLO ride and it kept rewriting EV sales records every year. Tesla enjoyed the position that Ather enjoyed till date… because of just 1 thing… Zero Competition.

Elon Musk is confused about what he wants!!! A self driving car? or an Electric car? So it is very common for lay people to confuse Electric cars as Self driving cars. A car doesn’t NEED to be an EV to be self driven.
Elon wants enormous range 400+kms on his cars. It makes sense in big countries like US, Australia, Russia, China, etc… But is it required in small European countries like Germany or Spain or Italy? These countries are around the same size as the state of Maharashtra in India. So Elon made one-size-fits-all mistake.
Due to its HUGE battery + Self driving system… A Tesla car is at least twice as expensive as it NEEDS TO BE as an electric car.

Elon Musk took Tesla this far because there just wasn’t ANY competition for him. None of the western car makers were interested in making EV… No… Hybrids are not Electric Vehicles… they are just half electric… by that account all Petrol/Diesel cars are Hybrid cause they all have a battery to start the car).

The nearest competition to Tesla were Chinese car makers & Tata… Even today Tata is still very unsure about making EVs. Tata still keeps putting out retrofitted Nexons & Tigors as EVs. These low cost Chinese companies & Tata (add Mahindra too) are kind of BANNED from selling in US & “white” world it was very much possible for Tesla to enjoy it’s solo run.

So what happened on 24 Feb 2022?

As we all know the Invasion of Ukraine happened. Not only did Putin take on the NATO’s challenge head on but he also asked European countries supporting NATO to buy Russian oil in Russian currency Rubels.

This sent the whole of Europe into shock, disbelief & shame as the tables got turned on them. Now their only way out is to reduce dependence on Russian Energy.

All this time climate change was just a ruse to penalize 2 countries China & India for Industrial growth. None of these western countries were really bothered about turning EVEN 10% of their vehicles into EV.

Russian DEMAND to pay in Rubels or go into the dark ages (without electricity) has left the whole of Europe fuming. All these years US & Europe were talking countries down and dictating to other countries… to purchase how much US Dollar & Euro..forcing of devaluation currencies of other countries using various organisations like UN, WTO & IMF. All to their benefit.

How dare anybody has the guts to tell US & Europe which currency to buy their goods? They prefer to use their currency to buy other countries stuff.

Saddam Hussein & Gaddafi wanted Crude Oil payment in Gold and not in Dollars. So they gave them Hangman’s knot & Bullets. The guy in Venezuela was talking too much… so they shut him up.

Now Putin just crossed all limits. But along with the lines of dealing with PUTIN (try to assassinate him or create coupe) the whole of European car makers will be FORCED to make electric vehicles so that Europe will NEVER have to face any future insults & threat from Russia.

This is a far easier goal to push than to push Putin out of power like they did with Saddam & Gaddafi.

Today in effect almost all European car makers have taken Russian insult far too SERIOUSLY & set themselves a goal of making at least 1 electric car. Volkswagen has even set target to overtake Tesla.

Land Rover: 2024
Jaguar: 2039
Audi: 2026
Alfa Romeo: 2027
Rolls-Royce: 2030
Mini: 2025
Volvo: 2030
Bentley: 2030
Mercedes-Benz: 50% EV by 2025
Fiat: 2030
Ford: 2030
Renault: 2030
Nissan: 2030-2040
Volkswagen: 2035
General Motors: 2035
Honda: 2040
Hyundai: 2040

Most of the above car makers had already committed to make only New EVs in future but continue manufacturing existing Petrol & Diesel vehicles. This list is before the war… after the war the deadlines will be brought forward.

As many carmakers race to make Tesla like cars or even more economical models Tesla will start feeling the heat. Actually the Tesla EV numbers are very easy to overtake by any car maker… even Tata can do it.

This is because Tesla is trying to create a self driving car and not just electric car. So for those companies who just want to make Electric cars or even retrofit existing petro/diesel cars to electric like how Tata is doing the cost is going to be far far lower.

Tata wants to sell just 25% of their ICE cars sales as EVs. Nothing more. Volkswagen has aet no such target.

The case with Tesla is compounded with the facts that it’s finances are not revealed prompting the S&P500 to drop Tesla. Now S&P500 is the leading Index fund of USA& it has an impeccable record.

Also Elon Musk has been completely misleading his investors about Machine Learning & Artificial Intelligence being able to do wonderful things for Tesla sooner than expected… “within a few years”. Nothing even close has happened nor can be expected in next decade… Not by Tesla nor by any Software maker or any APP maker.

The use of so called AI has retarded the growth of almost all social media like Facebook, YouTube, etc Most of them have fallen fro their peak. User experience has fallen & is at its lowest than when it had started. While it has become clumsy and unappealing for the content maker. So nobody is the winner here.

As for Elon Musk’s boast to PatHole about Tesla Motors was just a “shell” company when he invested in it and it did not have a good sensible product or design or IP… Then why the hell did he invest in a car company which didn’t have any thing?

After the Russian Invasion… Over the next 5yrs ALL car makers will bring at least 1 ev to the US, Europe, Australia & Chinese market.

Every EV sold will be bought by a potential Tesla Customer.

Elon can keep playing with his trades in various Cryptocurrencies which he promotes via his tweets with a view to trade short or long on those crypto currencies…. Be it Bitcoin or DogeCoin or Solana…