[muzani]

- EVs will be in the Early Majority group, and 2/3 of them will be Chinese. At least 1 in 4 of new cars purchased will be EVs.

- AI will innovate towards visuals, personality, and tool use. AI tool use will start to innovate past just reading docs, maybe into more things like gaming and robotics.

- Some AI products (not necessarily LLMs) will start competing on latency. Notably on voice/calls, but also things like drones, robotics, etc.

[magixx]

I think EVs will head in the complete opposite direction in that sales will slow down and they will continue to be a minority. Ford just killed off the F150 lightning and EVs (but also new cars) are still expensive purchases in a time with a lot of economic uncertainty. While Chinese companies are making affordable options all the markets seem to love putting tariffs on them in order to keep their homegrown automakers alive.

[muzani]

Looking into this, this reinforces my predictions? I looked up the Ford F-150 Lightning and a quote catches my eye: "When the electric truck debuted in 2022, Russia had just invaded Ukraine, disrupting supplies of nickel, a key material in EV batteries."

Raw materials and cost is a big part of the Chinese dominance on EVs and it'll continue to be on that side of the political sphere.

Having to tariff China also emphasizes that they're gaining ground too quickly. They process about (over?) 80% of the major parts, so you can't fully tariff them either, only assembled cars or some parts.

[tomwojcik]

I just read on a Polish automotive portal that the government has concerns about cybersecurity in Chinese cars. I wouldn't be surprised if Chinese cars were entirely banned for some businesses in the future.

https://moto.pl/MotoPL/7,178770,32479760,minister-bije-na-al...