RE: Rest Easy Models S and X - Big Changes Coming at Tesla
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Yeah, eventually I can see laws passed against manual driving. Nvidia is marketing their own plug and play version of FSD that other auto manufacturers can buy so autonomy will be ubiquitous.
The consolidation of all Musk companies is the ultimate plan, I think. They're all interrelated. Critics will surely claim it violates antitrust laws so I expect a battle in that regard.
Chinese EVs would absolutely obliterate the US market if they were allowed to be sold here—their offerings are insane for the price. I see the cost of manufacturing and prices for everything going down from here on out due to automation so profit margins would be way tighter. I think making consumer vehicles is just a hard business that requires so many resources, it's smart to pivot out.