Today’s South China Morning Post |
Winston Mok quotes a lot of figures, many correct, a few incorrect, and some arguable. But I’ll be sad and chastened if in a few years, if I’m still around, I come back to this and find Mok was overall correct on the U.S. having “lost the race”. I don’t think so. At least, I hope not.
For I remain a Tesla bull. Elon Musk’s EV company has not only a range of Electric Vehicles - produced by comprehensively new technology— but also the latest Fully Self Driving software (FSD V12), which is unique to Tesla, is wowing customers and is near to taking a car unguided across the continent. Tesla’s Optimus Robots will be integrated into Tesla production lines and then sold worldwide. Tesla Solar and Battery-storage technology is at the cutting edge and Tesla AI technology is melding all this together. To Tesla bulls, it’s more of an AI company than an EV company.
Also: I wouldn’t count in Musk’s Tesla being “complacent” any time soon, as Mok suggests.
Well, “we’ll see…”.