VW is a massive casualty, but the future of automotive is currently a cutthroat war between BYD and Tesla. Everyone else is, at best, a second tier competitor.
Auto industry/dealerships for trad cars is not looking good.
I don't see how Tesla is a serious competitor in that matchup. Their sales have been declining for two years, and Chinese OEMs are clearly on the path to complete dominance in most foreign markets.
In the US market, I think Hyundai (and to a much lesser extent Kia) is probably the most interesting OEM. EV sales that aren't declining, the highest American-made percentage vehicles (relevant given recent policy changes), a manufacturing partnership with Waymo, widespread consumer awareness, and relatively lower prices than their competitors. It'd be nice if they provided a better repair situation than Tesla, but that's the current industry I guess.
BYD sure, but I have serious long-term doubts about teslas ability to capture any significant market share. They’ve dropped to their lowest level in the US since ~2017 and frankly their products are awful.
We just bought an EV last year and tried everyone. The teslas were the second worst in our opinion. The worst were the rivian products, just horrible UX, poor engineering, poor assembly, clear rent-seeking behavior, etc.
BMW, Ford, and GM make better vehicles and better EVs.
The same tesla tha cancelled the model 2, and subsequently they don't have anything to offer the affordable-urban-transporter market? The same tesla that's going all in on robotics and AI and somewhat forgetting about their car maker heritage?
You comment is very American centric. Kia and Hyundai is fucking smashing it in Europe at the moment, and the likes of Renault is coming out with seriously good and seriously competitive offers.
Auto industry/dealerships for trad cars is not looking good.