Huan Qiu Wang·2025-10-27 08:39Core Insights - Former Stellantis CEO Carlos Tavares suggested that Elon Musk may eventually shift his focus away from the automotive industry to areas like humanoid robots, SpaceX, or artificial intelligence [1] - Tavares highlighted that Tesla is facing significant competition from Chinese rival BYD, which surpassed Tesla in global electric vehicle sales earlier this year [1] - Tavares expressed uncertainty about Tesla's future, stating that the company may struggle to exist in ten years due to its innovative nature being challenged by BYD's efficiency [1] Market Dynamics - Tesla's market share in China has declined from approximately 16% in 2020 to around 5% over the past five years, largely due to competition from BYD [1] - Musk previously acknowledged that Chinese automakers are the most competitive in the global market [1]