EV Daily | Tesla Faces Autonomy Liability Woes Amidst Market Share Fight with GM's Chevy Equinox EV Surge

【Tesla】

Tesla’s CEO Elon Musk has predicted the decline of stock short-sellers, suggesting they will be "obliterated" once Tesla achieves autonomy at scale. However, past promises of autonomy have not materialized as expected. The current short position is stable at around 2.6% of the float. Tesla is anticipated to face challenges due to the expiration of tax credits and intensifying competition, potentially leading to financial losses by 2026. Concerns about Tesla's liabilities related to autonomy and crashes are increasing with ongoing lawsuits. Musk's autonomy predictions remain uncertain, and the stock's manipulation is noted.

Tesla continues to maintain a leading position in the EV market despite facing disruptions. While Tesla’s registrations fell by 7.5% in the first half of 2025, its Model 3 saw increased demand. Tesla retains a 43.7% market share, though it has decreased from the previous year. The demand for the Cybertruck has lessened. Meanwhile, GM's Chevy Equinox EV has seen significant growth, trailing closely behind Tesla's Model Y and Model 3 in sales.

【BYD】

BYD is expanding its technological capabilities by producing its own tablets, integrating them into its vehicles, like the upcoming Tai 7 SUV, part of its Fang Cheng Bao sub-brand. The Tai 7 will go on sale in the fourth quarter, following the Tai 3. BYD's strategy involves enhancing its self-developed tech, which extends to various components across its vehicles. The company is also a major supplier for Apple and boasts a wide range of in-house manufacturing capabilities, including batteries.

【Others】

Lucid Motors counters claims of slow Gravity SUV sales, stating deliveries are in the three-digit range. The Gravity SUV is noted for its performance and interior space. Lucid plans a production ramp-up and a partnership with Uber. Ford announced a new midsize electric pickup, part of a family of affordable EVs, set to replace existing gas SUVs. Production is expected to begin in 2027 on the new Ford Universal EV Platform. The Louisville plant, currently producing gas SUVs, will make room for this new EV line. Volkswagen has introduced a paywall for unlocking the full performance of its ID.3 EVs in the UK, with a subscription model. This move follows trends seen in other carmakers offering similar paid upgrades. Chevy's Equinox EV has seen a surge in registrations, leading GM to become the second-best-selling EV brand in the US. Registrations for the Equinox EV increased significantly, contributing to Chevy's market growth. ION Storage Systems shipped its first commercial solid-state batteries to various industries, promising improved performance without compression hardware. Acura plans to launch the RSX, a sporty electric SUV set to be its first vehicle on Honda’s Zero global EV platform, with production starting in 2026. Huffy offers its Coastal Cruiser e‑bike at a discounted $299, featuring basic components and limited speed, suitable for casual riding. The Skydweller Aero drone, with its solar and battery power, successfully completed three-day flights, showcasing potential for perpetual aviation with applications beyond military use. Cowboy e-bike brand secured financing and partnership to recover from a recall crisis, aiming to resume full operations and fulfill backlogged orders by year-end.