Antonio Santos

Geopolitical & Business Consultant | E.V. Industry Strategist | Indo-Pacific Analyst | Ex-V.P. Citibank/Citicorp Group New York | Mensa International member.

[Antonio Santos @AntonioASEAN]

Strategy to Help Tesla Retake Global EV Leadership from BYD.
Prepared for @elonmusk

Tesla has won the tariff-protected U.S. market.
But the U.S. is only 6% of the global market.

The real battle is in the remaining 94%.

This briefing shows a path for Tesla to regain world EV leadership.

[Antonio Santos @AntonioASEAN]

@UnderSecE I cannot understand why there are Filipinos who will oppose Pax Silica.

Unless such Filipinos do NOT understand what Pax is all about, or are mere ultra-nationalists.

Or they may be paid by politicians who are pro-China.

Want me to hint at my suspects?

[Antonio Santos @AntonioASEAN]

Thank you.
Yes, while China moves very quickly, due to its Dictator, democracies like the US takes very long to respond, EVEN to real threats to its National Security.

I am FAR from saying that the US must set aside its democracy.

But considering the threat, there's a Substack article I've written, as a good guide to hasten US decision making and response in the new Cold war with China.

[Antonio Santos @AntonioASEAN]

@shivon The power of gravity, against the genius of man.

[Antonio Santos @AntonioASEAN]

The power of gravity, against the genius of man.

[Shivon Zilis @shivon]

Starship were, indeed, meant to fly ❤️

[Antonio Santos @AntonioASEAN]

@SawyerMerritt If China’s BYD has beaten Tesla, in the way that it did...

What happens to Tesla, its stock price, and its future industries like: FSD, Robotics, A.I., etc., if China repeats the same game plan there too?
🤔
@28delayslater @TeslaBoomerMama @EvaFox @mayemusk
#Tesla #TSLA

[Antonio Santos @AntonioASEAN]

Strategy to Help Tesla Retake Global EV Leadership from BYD.
Prepared for @elonmusk

Tesla has won the tariff-protected U.S. market.
But the U.S. is only 6% of the global market.

The real battle is in the remaining 94%.

This briefing shows a path for Tesla to regain world EV leadership.

[Antonio Santos @AntonioASEAN]

@SawyerMerritt The idea that Elon can simply “move to the next industry”, every time China gains dominance, is not a sustainable long-term strategy.

At some point, Tesla and the US must confront the underlying system-level problem directly.

[Antonio Santos @AntonioASEAN]

I was told that Elon’s original intention, in paying $44Billion, to former Twitter, was to remove the "Barbarians at the gate" from the platform.

But after being an account holder for about 45 DAYS, I discovered that there are new "Barbarians" -- or new bad gatekeepers.

But Elon doesn't seem to know this.

[Antonio Santos @AntonioASEAN]

@EvaFox Similar complaint here.

[Antonio Santos @AntonioASEAN]

Elon must hold his ground in the EV Industry, which he has "created".

Actually, BYD’s low prices can be beaten with a new strategy.

People might respond: “that's impossible!”

But 20 years ago, top Automotive Executives also called Elon’s EV vision as “impossible!”

Cost of listening to my Strategy = Almost ZERO.

Cost of NOT listening = China will grab the EV Industry, along with the newer ones.

Are we ready to help Elon?

[Antonio Santos @AntonioASEAN]

@ray4tesla Elon himself said: "Without trade barriers, Chinese EV makers would pretty much demolish most car companies.
They (the Chinese) are extremely good."

Don't you think that we owe it to Elon, to support him, in his fight against China’s competing with him?