Viewing profile — rdtfjgykh

If there is a technology gap, the company that has the know-how is Panasonic, not Tesla.

This is probably the most likely endgame for Tesla. One of the other carmakers buys them, liquidates physical assets, and sells their own cars under the Tesla brand.

Based on Q1, the problem is not production, but demand. Tesla's inventory is growing, which probably means they are having trouble selling cars they build.

My guess is that Tesla is not buying enough batteries to make it profitable for Panasonic. They can endure losses for so long before bailing.

Toyota does EVs well. They had hybrids for ever. They never moved into full EVs because there wasn't a market for EVs.