Xi Niu Cai Jing·2025-10-31 11:40Core Insights - Carlos Tavares, former CEO of Stellantis, criticized Elon Musk for spreading his focus too thin across various ventures, which he believes is a significant strategic error for Tesla [2][4] - Tavares highlighted that Chinese electric vehicle manufacturers, such as BYD, are demonstrating superior efficiency and cost control, gradually surpassing Tesla [2][4] - He expressed concerns about Tesla's high valuation and warned that without timely strategic adjustments and enhanced competitiveness, the company's future looks bleak [2][4] Industry Implications - Tavares boldly predicted that Musk might eventually leave the automotive industry to focus on more attractive fields like humanoid robots, SpaceX, or artificial intelligence, which could lead to significant uncertainty for Tesla's direction and market performance [4] - He questioned the long-term existence of Tesla, stating that while the company is innovative, Chinese automakers are gaining dominance in the global electric vehicle market due to their operational efficiency and cost advantages [4] - Tavares pointed out the rapid advancements of Chinese manufacturers in supply chain management, scalable production, and technological innovation, posing serious challenges to both traditional automakers and emerging electric vehicle companies globally [4]