Legacy OEMs should license FSD. But they won't. They'd rather keep lying to themselves and burning cash than face reality. VW just ended the Bosch circus after years of nothing. Doesn’t matter. They’ll spin up a fresh story with some new supplier to keep the grift running. Until the money finally runs out.

Chinese auto OEMs & oversea production capacity by 2027: BYD leads way w/ 650-800k across Thailand, Brazil, Hungary, Indonesia & Uzbekistan Chery also has 630k spread across Malaysia, Spain, Thailand, Brazil, Vietnam & Indonesia. Others on this list are GWM, SAIC, Leapmotor, XPeng & Geely

Tesla was selected as the primary OEM for the largest electric Class 8 order in the US by ZET SCALE, a new shippers’ alliance With 2,500 Semis on order, this will double the entire US electric Class 8 fleet We’re serious about scale, and ZET SCALE is too!

Analogs- Mizuho: "we see as many as 6 OEMs implementing price hikes into 2H26E as demand for select components remains very tight. We see $NXPI, $TXN, IFX, Molex, $STM and Shanghai Belling all noting price increases with some noting price increases of up 5-30% as AI servers drive increased demand. We believe some analog suppliers are having to absorb some of the cost increases being handed out by wafer suppliers. Additionally, we continue to see suppliers of memory and MLCC raising prices, further straining the supply chain and increasing the cost for end consumers across auto and industrial end markets. We believe memory/storage component and AI DC power price increases will be able to be passed on to customers, with only high-end MCUs and HV MOSFET/IGBTs seeing higher prices passed on." Evercore: Our $ON checks remain positive, and SYNA accelerates ON’s development of edge-AI processors and accelerates its push into edge and physical AI."