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Re:Tesla winds down Cybertruck production after years of poo... by chii on Friday November 06, 2026 @11:34PM (#50401651)
> early entrants might get burned by some new chemistry or form factor.

the iphone is an outlier imho, and i dont think EV will replicate this.

The manufacturing capacity of batteries in china will continue to be a dominant force, and prevent competition in other countries from really setting up properly.

Not to mention the chinese EV giants have the R&D budget to be the ones to discover new chemistry.

Re:Tesla winds down Cybertruck production after years of poo... by CharlieDigital on Saturday November 07, 2026 @07:04AM (#50403814)
I think this might be more like a TSMC situation where the rest of the world is always behind.

China will have a critical mass of research, scientists, manufacturing, engineers, and the right government buy in to stay ahead because there's so much demand.