Tesla's Robotaxi just crushed Uber with 84% cheaper rides while NIO's Onvo L90 cracked top 3 in China in just 72 hours. This changes everything.In this episode of Courtside Financial, we break down three game-changing stories reshaping the automotive industry:🚗 NIO's Strategic Win: Onvo L90 hits 1,976 deliveries in 72 hours, ranking #3 in China's large SUV segment while Li Auto crashes to 25-week lows📊 The Reality Check: Why Chinese automakers setting 3-5 million vehicle targets are heading for massive failures (FAW, Changan, Geely all missing badly)🤖 Tesla's Revolution: Real Austin test shows Robotaxi beating Uber by 67-84% on price - this isn't subsidies, it's cost structure disruptionKey Insights:Tesla's operating costs could drop to $0.30/mile vs Uber's $1.50-$2.00Chinese OEMs missing 2025 targets by 50%+ (Toyota, VW, GM all failing)Autonomous vehicles creating $4.8B profit potential per 100k vehiclesWhy NIO's execution beats ambitious targets every timeThis isn't just about delivery numbers - we're analyzing the forces reshaping entire industries. Whether you're long NIO, watching Tesla, or tracking Chinese EVs, this episode connects the dots others miss.Subscribe for weekly analysis that goes deeper than surface-level news. Hit the 🔔 for notifications.More Courtside Financial Analysis:Visit our website for extended market insightsCheck previous episodes for deep dives on EV trends#Tesla #NIO #Robotaxi #ChineseEVs #AutonomousVehicles #ElectricVehicles #Investing #TechStocks #EVStocks #AutomotiveIndustry

Ver todos los episodios