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All Tesla's global sales cars are due for replacement, and none are in the offing. Tesla are circling the drain, fast, and are very unlikely to be around in their current form in 5-10 years time - the replacement product they'd need to survive takes too long to develop and should have already started, but hasn't. Best case for them IMHO is that someone spots a key asset they own (IMHO most likely the supercharger network) and buys them for that, but the stock price is currently wildly overinflated which prevents it. One day, that bubble will burst.

TBH if I were on Tesla's board I'd be pushing for a stock-funded takeover of a company that has an actual plan and ability to deliver it. Merge with (say) Stellantis and they'd have a survival plan.




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