Today Tesla is extremely dependent on the Chinese market
RoboTaxi, Tesla's first product after transforming into an AI company, faced huge challenges. If it were only launched in the US, it would face the challenge of Waymo, which has a first-mover advantage. However, if the Chinese government can be persuaded to give Tesla preferential policies and operate simultaneously in the 11 cities that have already been opened, then it has a huge advantage over Waymo.
Everything depends on Musk's “relationship” with the Chinese government.
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