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EV Disruption

Tracking power shifts in the global electric vehicle race—from Tesla’s autonomy stumbles to Xiaomi’s rapid rise. Data-rich stories at the intersection of mobility, leadership, and innovation.

EV Disruption

🚘 Tesla’s Cracks, Xiaomi’s Charge: Is the EV Crown Up for Grabs?

Sep 11, 2025

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4 min read

🚘 Tesla’s Cracks, Xiaomi’s Charge: Is the EV Crown Up for Grabs?

Blunt Policy | No Fluff. Just Data + Leadership Signals.Tesla isn’t dead. But for the first time in a decade, it’s no longer dictating the rules of the EV game.Between a wave of senior exits, shaky robotaxi trials, and cratering delivery growth, the company that defined modern electric mobility is struggling to stay ahead. And in a sign of just how fast the space is shifting, a consumer electronics giant from China—Xiaomi—just might be Tesla’s biggest threat yet.

Samuel Rogers
Samuel Rogers
Blunt Policy

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