Hakan Doğu

I evaluated the global automotive industry across 13 different dimensions. The results are quite unsettling for many established manufacturers. 🇨🇳 China clearly dominates in cost, battery technology, and software user experience (UX). However, its weakest areas are precisely those that should be its primary focus. 🇪🇺 Europe leads in brand trust, after-sales services, and regulatory alignment. However, it is effectively watching from the sidelines when it comes to autonomous driving. 🇺🇸...

In the internal combustion engine (ICE) era, aerodynamics was often considered a secondary factor—something that could be compromised without much hesitation. Engineers frequently prioritized performance or visual appeal, with exterior design often taking precedence over aerodynamic efficiency. However, in the battery electric vehicle (BEV) era, this approach has fundamentally changed. Aerodynamics is no longer optional; it has become a necessity. The difference between a platform designed...

Recent data and revised targets indicate that Tesla is entering a significant transformation phase. The reduction of vehicle production growth targets from 8.2% to 3.8% stands out as a key signal. Notably, the company experienced a decline in unit sales for the first time in its history last year. As of 2026, Tesla is also facing changes in its revenue structure. The expiration of certain tax incentives in the United States and a sharp decline in carbon credit revenues are expected to put...