Hmm... who are the only car companies Selling EVs at a profit? That would be Tesla and perhaps BYD, though BYD appear to have their own problems. Whilst it is tempting to look at deliveries to measure a car company's performance, Tesla is a different beast, one that is transitioning away from car sales as the major revenue source, to repeatable revenue streams such as FSD, Robotaxi, Optimus and vehicle hire. There's a reason Tesla is gearing up to vastly increase vehicle production in 2026 and 2027, and it's not because it plans to use these extra vehicles in the traditional marketplace of old.
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