$NIO Inc.(NIO)$ Looking ahead this month. NIO will introduce three new models all the way into April 24th for the giant Beijing auto show. NIO will be in the spotlight day and night until then on social media and the automotive press. If you think you're going to see a dip, you better walk over to the mirror—that's the only one you're going to see.
A $Tesla Motors(TSLA)$ driver was found asleep by police while FSD was driving. Is it not reassuring that it does not report 'Driver dead after falling asleep while driving.' That would likely be the case if you fell asleep in 99% of all other cars.
What is the "end" game? Battery swapping in and of itself is not the ultimate goal. It is to be integrated into full autonomous driving. The interiors of $NIO Inc.(NIO)$ cars are repeatedly viewed and reviewed as "living spaces." All of $NIO Inc.(NIO)$ , including its swap infrastructure, is part of this mobile "living space." I do not want to be interrupted with what I am doing inside my mobile "living space" to hook and unhook a cable, twice. That is barbaric.
The combination of $Tesla Motors(TSLA)$ , xAI, and SpaceX is the ultimate industrial-scale synergistic cashflow-generating flywheel behemoth. Aka Elon can't lose.