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They want to fill out demand with 100k cars while Baidu sales increase by multiples in every market except ours, thanks to the stupid 100% tariff. For some unknown reason, if you price your EV under $20k, there is apparently a lot of demand. But that idea has never visit any EV manufacturer in US. They all think consumers in US made out of gold
Every EV besides Tesla will be under $20k in three years. The caveat is that every EV besides Tesla will need to be purchased used or imported from China.
Comments Here: AI will kill all the jobs!! This is horrible.
Also Comments Here: Let’s destroy the US auto industry and with it millions of good paying jobs, by allowing China to dump their EV junk here, duty free.
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I mean to be fair, Chinese EVs aren’t junk lol. In fact, that’s the problem, they’re so good that they’re basically destroying all the competition. Even Porsche isn’t immune.
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Porsche buyers want ICE.
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I’ve been on joy rides in the CPO 911 with my neighbors and every single one of them is just off the wall excited/happy with a smile on their face you couldn’t wipe off even with 10 government shutdowns.
The Taycan was a collective yawn and nobody cares about that.
They’re basically equally quick. But that 911 PDK and revs are 1000000x better than any EV could ever be. ICE rules. Ya’ll need to get a ICE lease and stop wasting time posting in the peak-used-car-pricing-insanity-v2 thread.
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Never saw the $7500 as a subsidy or a handout, but as a repayment to me of federal taxes already paid.
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A Hundo is the new $20…
I think everyone agrees and we don’t need to be political. The wheels have been set in motion for all this BS 10+ presidents ago
As I tell everyone we have more in common with the beggars on the street then the billionaires and public officials
Look at all of us not getting political. Finally do we know they all F us? 
picking the ones we think do it softer is still a zero sum game
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Find a good butcher. Same price. Better quality. The online companies are junk unless buying wagu then they’re great bc hard to get elsewhere
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See my comments. I’ve shorted before and made a ton. But I wasn’t smart enough to buy the bottom…
Shorts can make 100%. Longs make exponential
I was wondering why the EV credit thread died and saw this one. Didn’t know who started it but my guess was right… haters gonna hate.
My prediction still holds, automakers just going to make cheaper EVs because it’s still a desireable product.
I don’t have to shop again until 2028, I’m sure there will be cheap EV leases and better selection (still waiting for more EV minivans). Maybe EREVs will be the hautness.
Maybe this will get buyers back… 
Sorry, but no. AI productivity gains are all smoke and mirrors. There is nothing AI is doing that it isn’t screwing up, and these companies are just fabricating numbers to goose their stock valuation. This is just another reason the AI bubble is going to explode.
What IS happening is that companies are using these supposed gains as a pretext to slashing labor costs. This is the only avenue left to them once they’ve wrecked their products and reputation.
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Puts can make exponential and Burry betting on that.
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Can’t the hulk and your thoughts both be true?
Software dev is supposedly going to be decimated by AI. In the past 2 years since AI really got off the ground, I’ve hired 5 devs on my team. We use AI, but not in a “hey Claude code me this thing from scratch while I watch Netflix” way but in a “hey Claude here is a method I wrote, I need to add this functionality” or “hey Claude, I got this error message, figure out what it is”. It has reduced a lot of the tedious and time consuming minutiae of the process. Key word is tool just like the introduction of IDEs didn’t’ get rid of devs, it made them more efficient. That’s what it’s all about.
As far as the layoffs, look who Amazon got rid of. Not a lot of engineers or architects, but a lot of bullshit jobs in marketing and other admin jobs. Jobs that never should have existed anyway. You know all those “my life working at Big Tech” videos where they spend all day drinking coffee and eating? That’s who’s getting let go. And rightfully so.
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He’s saying productivity gains are real and I’m saying they’re all B.S.. How exactly can both those things be true at the same time?
Well its pretty telling that the entirety of AWS crashed immediately after the layoffs.
He’s due to be right again at some point
And puts are timed. I use them but I like to short bc it’s hard to time markets. Also I’m ok with 50-80% gains.