With Tesla it is not just about the tariffs. It's more about their collapsing sales and brand erosion. I think this is more fundamentally damaging. Tariffs raises cost of goods. Brand erosion leads to loss of sales. Loss of busness.
All promises of robots will not help. That is too far down the line to matter. Cash is king. And with dropping sales, it means less cash for funding operations, which remains as costly as before the crash. Perhaps even more as Tesla had committed to mega factories that are now under utilised.
This is terminal.
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