Is Tesla Overvalued or Transforming?

The automotive industry's existential crisis continues, and Imogen Bhogal & Dan Caesar sift through the rubble. Toyota receives electric encouragement, the EU's resolve is tested by the businesses with the most to lose, and 'Big Short' investor eviscerates Tesla valuation.

💡Links to Stories:

🚗 Toyota - https://electrek.co/2025/12/01/toyotas-15000-electric-suv-hit-china/

🚗Polestar and Volvo - https://www.theguardian.com/business/2025/dec/02/china-volvo-polestar-eu-2035-petrol-car-sweden-germany

🚗Chinese Gasoline Cars - https://www.reuters.com/investigations/china-floods-world-with-gasoline-cars-it-cant-sell-home-2025-12-02/

🚗The Big Short?! - https://electrek.co/2025/12/01/the-big-short-michael-burry-slams-tesla-tsla/

🚗BYD - https://cleantechnica.com/2025/12/01/byd-bev-sales-up-20-in-november/

🚗Scout - https://www.ttnews.com/articles/vw-reviving-scout-hybrids

🚗Royal Mail - https://www.fleetnews.co.uk/news/first-fleet-of-fully-electric-hgvs-deployed-by-royal-mail

🚗Electric Buses - https://www.electrive.com/2025/12/02/stagecoach-buys-42-battery-electric-buses-for-gloucestershires-fleet/

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