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Elon Musk: Right, Yet Wrong – EV Market Reality tl;dr 1. EV Slowdown: Demand is stagnating, infrastructure is lacking, and price cuts are hurting margins. 2. Self-Driving Delays: Musk’s FSD promises remain unfulfilled. 3. Vision vs. Reality: Early innovations were spot on, but overconfidence led to market struggles. Elon Musk was a visionary who foresaw the future of electric vehicles, but as of 2025, his vision is facing a harsh reality check, caught between overconfidence and market constraints. Tesla remains the leading EV company, but its growth has slowed, facing a combination of pressures including declining demand, intense price competition, and shifting policies. Musk disrupted the global automotive industry by predicting the end of internal combustion engines and the rise of autonomous driving. His innovations forced legacy automakers to rapidly adjust their EV strategies, while governments supported the transition with subsidies and regulations aimed at reducing carbon emissions.
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However, since 2023, the EV market has hit unexpected roadblocks. Consumer demand has stagnated, charging infrastructure remains insufficient, and mid-to-low-priced EVs struggle with profitability. Rising interest rates have further weakened purchasing power, leading companies like GM, Ford, and Volkswagen to scale back or postpone EV projects. Even Tesla has been forced to cut prices at the expense of its profit margins. Musk’s vision for autonomous driving has also yet to materialize. Since 2020, he has repeatedly claimed that Tesla's Full Self-Driving (FSD) technology was on the verge of commercialization, but regulatory hurdles and technical challenges have kept it from becoming a reality.
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That said, Musk was right about several key aspects. He recognized early on the importance of battery production, vertically integrated supply chains, over-the-air (OTA) software updates, and in-house AI chip development—giving Tesla a competitive edge over traditional automakers. Ultimately, Musk undeniably ignited the EV revolution, but the gap between his vision and reality—as well as the consequences of his excessive optimism—are now evident. Experts suggest that Tesla is at a turning point, where Musk must shift from being a "transition-era pioneer" to a "leader managing growth in a slowing market."
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