[oblio]

I'm trying really hard to think of a US car maker that's actually super relevant outside of the US.

Ford in Europe is Ford Germany, a fully owned but separate entity (which is probably why Ford sales in Europe are decent). I think they have presence in other markets but most of their money comes from the US.

GM used to have Opel/Vauxhall, but it sold it to Stellantis.

Chrysler is now owned by Stellantis, which is a mostly European car maker.

Tesla is the obvious new kid on the block but unless they're the only ones with self driving cars globally, I don't really see them hanging on to their global market share 20 years from now in front of Chinese, South Korean, Japanese and European car makers.

TL;DR: I agree with you.