Antonio Santos

Tesla’s biggest EV "downfall", isn’t just cheaper cars. It's losing its control of the EV System outside the U.S. That is where BYD is building scale, policy alignment, infrastructure integration, and barriers to entry. @elonmusk @Tesla

This proves Tesla’s responsiveness to customer feedback, and why Tesla still has the strongest EV tech edge. But the global EV race is no longer solely about tech edge alone. Proof is that the much BIGGER markets, which are outside the U.S., is dominated by BYD. BYD's huge lead over Tesla is already at 70 Billion Dollars, is increasing. BYD's advantages are low prices + System infrastructure alignment. Tesla must make System-level moves, in the biggest markets, to catch up. I explained Tesla’s path here: x.com/i/status/20502…⁠

Another bug fix update incoming? Still FSD 14.3.2

@SawyerMerritt Your post proves why Tesla still has the strongest EV tech edge. However, the global EV race is no longer solely about tech edge alone. Proof is that the much BIGGER markets, which are outside the U.S., is dominated by BYD. BYD's huge lead over Tesla is a 70 Billion Dollar sales lead that is increasing. BYD's advantages are low prices + System infrastructure alignment in big markets. Tesla must make System-level moves fast, in the biggest markets, in order to catch up. I explained Tesla’s path here: x.com/i/status/20502…⁠

Tesla has released a new video about their Megapack factory in Lathrop, California. They say they are now producing 200 Megapacks a week.

@SawyerMerritt post shows Tesla’s responsiveness to customer feedback, and why Tesla still has the strongest EV tech edge. But the global EV race is no longer solely about tech edge alone. Proof is that the much BIGGER markets, which are outside the U.S., is dominated by BYD. BYD's huge lead over Tesla is a 70 Billion Dollar sales lead that is increasing. BYD's advantages are low prices + System infrastructure alignment. Tesla must make System-level moves, in the biggest markets, to catch up. I explained Tesla’s path here: x.com/i/status/20502…⁠

Whole Mars blog post shows Tesla’s real edge. Real-world feedback → driver input → OTA improvement → trust. Proves Tesla still has the strongest EV tech edge. But the much BIGGER markets are outside the U.S., which is dominated by BYD. BYD's advantages are low prices + System infrastructure alignment. Tesla needs a System-level moves, if it wants to regain EV Industry lead. I explained Tesla’s path here: x.com/i/status/20502…⁠

Dirty Tesla’s post shows Tesla’s real moat: Real-world feedback → driver input → OTA improvement → trust. That’s why Tesla still has the strongest EV tech edge. But the much BIGGER markets are outside the U.S., which is dominated by BYD. BYD's advantages are low prices + System infrastructure alignment. Tesla needs a System-level moves to catch up. I explained Tesla’s path here: x.com/i/status/20502…⁠

Great information! This shows Tesla’s strength: fast real-world feedback loops, cleaner driver input, and rapid OTA iteration. My desire however is getting Tesla to REGAIN Global EV leadership from current leader BYD. Tesla’s technical edge alone may not be enough to regain EV sales lead from BYD. BYD’s low price and System advantages in the much BIGGER world markets are increasing. BYD already has a 70 Billion Dollar lead. And stretching. Good news is, there’s a system-level path to neutralize all of BYD's advantages outside the U.S. market. I can map it into a private briefing for Tesla. My thread: x.com/i/status/20502…⁠

Thank you Tesla! The new intervention screen is much better! @Tesla_AI

That’s impressive. This really shows Tesla’s strength: fast real-world feedback loops, cleaner driver input, and rapid OTA iteration. My concern however is getting Tesla to REGAIN Global EV leadership from current leader BYD. Tesla’s technical edge alone may not be enough to regain EV sales lead from BYD. BYD’s low price and System advantages in the much BIGGER world markets are compounding. BYD already has a 70 Billion Dollar lead. But there’s a system-level path to neutralize all of BYD's advantages outside the U.S. market. I can map it into a private briefing for Tesla. My thread: x.com/i/status/20502…⁠

Tesla has redesigned the intervention dialog to appear in the bottom left corner of the screen

That’s great improvement. That’s exactly Tesla’s strength: fast real-world feedback loops, cleaner driver input, and rapid OTA iteration. My concern however is getting Tesla to REGAIN Global EV leadership from current leader BYD. Tesla’s technical edge alone may not be enough to regain EV sales lead from BYD. BYD’s low price and System advantages in the much BIGGER world markets are compounding. BYD's lead over Tesla is getting bigger. But there’s a system-level path to neutralize all of BYD's advantages outside the U.S. market. I can map it into a private briefing for Tesla. My thread: x.com/i/status/20502…⁠

Here’s the new FSD disengagement popup window in V14.3.2 Tesla moved it lower down, made it smaller and the layout a little easier to read. Good change, I like it.

Right. The US, especially under President Trump, has been revived from decades of decline economically, militarily, culturally, and morally -- all of which happened during the grossly incompetent, shortsighted, divisive, and lack of American clarity of previous Democrat Presidents, particularly Obama. But China has already started to lose its momentum of gaining on the USA, largely due to the brilliant leadership of Trump. However, I hope Trump has learned his hard lessons from having become over confident. His "loss" to Biden in 2022, was mainly due to his over-confidence. I warned his team very strongly when I saw that, but that's already a different story. But the point is, China's Jinping is absolutely determined to achieve his dream of China ruling the world. And Jinping is so notoriously unreliable, and an unrepentant cheat, that the US and its allies, must NEVER let their guard down, until the CCP's and Jinping's grips of China are decisively ended. Ready to share an "unseen" Strategy that can help facilitate godless China's becoming very much less of a threat to the free and God loving world. @HudsonInstitute @AEI @UnderSecE @statedeptspox_a

Right. The US, especially under President Trump, has been revived from decades of decline economically, militarily, culturally, and morally -- all of which happened during the grossly incompetent, shortsighted, divisive, and lack of American clarity of previous Democrat Presidents, particularly Obama. But China has already started to lose its momentum of gaining on the USA, largely due to the brilliant leadership of Trump. However, I hope Trump has learned his hard lessons from having become over confident. His "loss" to Biden in 2022, was mainly due to his over-confidence. I warned his team very strongly when I saw that, but that's already a different story. But the point is, China's Jinping is absolutely determined to achieve his dream of China ruling the world. And Jinping is so notoriously unreliable, and an unrepentant cheat, that the US and its allies, must NEVER let their guard down, until the CCP's and Jinping's grips of China are decisively ended. Ready to share an "unseen" Strategy that can help facilitate godless China's becoming very much less of a threat to the free and God loving world.

"The U.S. government has the tools to harness technology and compete in the information space, and, if necessary, to outcompete China economically," writes the CSIS Intelligence, National Security, and Technology Program. More from @EmilyHardingDC: csis.org/analysis/how-o…

@burdell1927 @SawyerMerritt Thank you for the reply. All businesses for that matter, love recurring revenues. Figured out the subscription strategy though. Thank you nonetheless.

@AntonioASEAN @SawyerMerritt Wall Street likes recurring revenue numbers, even if they’re overall a lower LTV per customer.

UPDATE: Tesla is ending one-time FSD purchases in the Netherlands on May 15, 2026. Y'all have two weeks to buy FSD outright for €7,500 before it's gone forever. After that, you'll only be able to subscribe for €99/month.

Fully agree. That’s why more people in the world should have a Tesla. But Tesla has LOST EV Global leadership to BYD, by a big margin. The market outside the US is so much bigger, simply because 94% of the 8.29 Billion people live outside US. And 74% of world's GDP are outside the US. BYD controls this huge market. I'm very ready to share with Tesla full strategy to neutralize BYD's very low prices & System dominance. My thread. x.com/i/status/20502…

🎮 Owning a Tesla puts life on Easy Mode 🚗

Tesla isn’t losing the EV war to BYD, just due to BYD's very low EV prices. Tesla’s actually losing control of the entire System outside the U.S., where BYD is locking in scale, policy, infrastructure, and local integration. I've mapped the full strategy to greatly NEUTRALIZE BYD's low-price and System advantages, and make Tesla Global #1 again. To gain a better understanding of how BYD is beating Tesla in the much BIGGER markets at present, please read my thread. Solution is ready to be explained, when Tesla is ready to listen. 👇 @farzyness @@teslaownersSV

@elonmusk @wholemars @DirtyTesLa @28delayslater Tesla will reclaim global #1 EV leadership with a strategy that neutralizes BYD’s cheap price and system advantages outside the U.S. I’ve mapped the full plan, and am ready to walk the Tesla team through the complete briefing. Happy to present it directly.

Tesla’s biggest EV "downfall", isn’t just cheaper cars. It's losing its control of the EV System outside the U.S. That is where BYD is building scale, policy alignment, infrastructure integration, and barriers to entry. @elonmusk @Tesla

@TroyTeslike To regain EV leadership, Tesla needs to compete at that said "System layer." And there is a clear path to do this, that is easy to execute. And I'm prepared to walk Tesla through that path, in a strategic briefing. @elonmusk @DirtyTesLa @SawyerMerritt @wholemars

@TroyTeslike Tesla's big technological advantage is NOT enough for EV Industry leadership. But if Tesla repositions globally: A. BYD's price advantage is fully neutralized. B. Demand for Tesla EVs scales faster. C. Tesla's superior tech and infrastructure become the global standard.