"Investors are concerned about auto sales as the company faces increased competition from China and disruptions in Europe."<p>Tesla have practically defined the market so far. They made EVs cool, created a comparatively vast world wide charging distribution network and so on. Now we have competition, proper competition. Mind you some of it is a bit shag, but nonetheless there is competition, and a lot of it is pretty good.<p>I drive a thing called a MG4. I went to school in Abingdon near to where the Morris Garage originated. My Dad had an MG Midget, back in the '60s. The car I drive is Chinese, it just has MG plastered on it.<p>My MG4 (its the extended range version) has comparable range to most of the current crop of EVs and is also comparably cheaper, and somewhat smaller, so less space. Swings and roundabouts. My point is that there is a lot more variety now than say five years ago. There is Polestar (from Norway) and Volvo and ... and.<p>However, what all the johnny come lately's lack, which Tesla has, is its charging network. They have lost their lead in style and all that S3XY wankery - all the rest can do a reasonable job in looking cool/menacing. They do have a lead in infrastructure and should capitalise on it. I suggest opening it up to everyone and expand as fast as they can possibly manage/acquire.<p>The real winners will be the energy suppliers. If you can ensure you are the flogger of the hardware that consumes that energy then its win/win. Swallow your pride: partner with everyone and get them to brand their stuff as Tesla.<p>If Tesla manage to bugger this up (given their head start) then they only have themselves to blame and the market will be merciless.