$25K Tesla and unsupervised robotaxis are starting this quarter—and BYD, Xiaomi, and legacy auto won’t keep up. With BYD’s 4% margins a sham (thanks to 3% dodged interest and other non-GAAP accounting), Tesla’s cheaper EV and 5,000+ robotaxi fleet by 2025 and one million Tesla robotaxi network in 2026 in will dominate. We break down …
