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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. 5 replies
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