CompetitionFigure AI is an American humanoid robotics startup valued more than Ford, potentially indicating increased competition for Tesla in AI and robotics.
Sales And Market PerformanceDemand for TSLA’s cars, globally, are showing signs of structural/severe decline, with published numbers from China, Europe, and the U.S. pointing to (severe) headwinds.
Technology DevelopmentThe collaboration between Figure AI and major tech companies like Microsoft and NVIDIA suggests significant advancements in AI technology that could challenge Tesla's position in the market.