When you currently hold less than 2% of the market, this is far from a certain statement. Their share is as likely to increase as their competitors, though the rate of increase is certainly open to debate.
> As we've seen with Summon their FSD program does not look like coming out anytime soon and their inability to be profitable means they can't invest in it or even fundamentals like product refreshes.
Considering that both S and X are getting a major drivetrain and battery refresh next year, I don't see how you can say that they aren't investing in product refreshes.
I do not have a positive opinion on their FSD efforts, however, I will say one positive thing about their approach. They seem to be accomplishing at least as much as some of their competitors (for example, Ford) with far less capital investment. I see no reason why that trend won't continue.
When you currently hold less than 2% of the market, this is far from a certain statement. Their share is as likely to increase as their competitors, though the rate of increase is certainly open to debate.
> As we've seen with Summon their FSD program does not look like coming out anytime soon and their inability to be profitable means they can't invest in it or even fundamentals like product refreshes.
Considering that both S and X are getting a major drivetrain and battery refresh next year, I don't see how you can say that they aren't investing in product refreshes.
I do not have a positive opinion on their FSD efforts, however, I will say one positive thing about their approach. They seem to be accomplishing at least as much as some of their competitors (for example, Ford) with far less capital investment. I see no reason why that trend won't continue.