Tesla just confirmed the end of the Model S and Model X — the premium vehicles that built the company's reputation — to bet everything on the CyberCab robotaxi which has no steering wheel, no pedals, and no regulatory approval to operate on public roads. Chinese owners who paid 64,000 yuan for FSD watched hackers unlock it with a $35 Raspberry Pi before Tesla patched it in 48 hours. Robotaxis stopped in traffic in both San Francisco and Wuhan in the same week and both events were safety systems working correctly — not failures — though the media reported them as breakdowns. And the three companies that manufactured NIO, Xpeng, and Li Auto's first vehicles are now bankrupt, pivoting to AI, or betting survival on hydrogen. Obi connects every story to NIO's positioning — Tesla vacating the premium personal EV segment is the exact space NIO has been building in for eleven years. ES9 reveal in 6 days.Lessie AI (Courtside Financial Link) :https://bit.ly/4dmJk27Discount code: CF50Discord: https://discord.gg/GSbp4wR

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related