There's a lie right in the headline. Do you think the Tesla team woke up today and realized Chinese EVs are good vehicles at an affordable price? Elon has been praising Chinese EVs for years. BYD recently said they have no immediate plans to expand EV sales outside of China.A dying man can report the truth. Indeed, in the law statements by a dying person are admitted even over hearsay objections. Musk's decision not to agree with the "lying" part is pretty good evidence that the story is true.
Tesla isn't competing with other EVs. That's the media narrative and most of the people in this thread believe it too. Nothing Tesla does indicates competition w other EVs, but the lie lives on. 90% of vehicle sales are still ICE. They benchmark a leading ICE vehicle and produce a better EV. CT is the most recent example as it was benchmarked against the Ford F150 ICE.
As for the article, the robotaxi and the $25k vehicle are the same platform. The development of this platform is well documented in Walter Isaacson's biography. Elon was pushing for straight to robotaxi ( no steering wheel, no pedals), while others pushed back given the possibility FSD won't be ready. A compromise was reached that both would be produced.
It may be possible that V12 FSD is progressing so rapidly that indeed Tesla is going straight to robotaxi. I'm still doubtful of this. What I am 100% sure of is the $25k Tesla will be produced and any change in plans has NOTHING to do with Chinese EVs.