TechCrunch Mobility: Tesla Takes a Hit, Tariff Chaos Begins, and One EV Startup Hits a Milestone

The electric vehicle (EV) world is buzzing again — and not always in a good way. From Tesla’s recent market dip to growing tariff tensions and surprising breakthroughs from smaller players, this week’s TechCrunch Mobility update is packed with stories that will shape the future of transportation.

Whether you’re an EV enthusiast, investor, or just curious about the fast-evolving mobility sector, this roundup will bring you up to speed.

Tesla’s Bumpy Ride: Market Woes and Supply Concerns

After years of steady dominance, Tesla is facing significant pressure from multiple fronts — supply chain bottlenecks, increased competition from Chinese automakers, and stagnating demand in certain key markets like Europe.

While Elon Musk remains a dominant figure in the EV world, this past quarter’s earnings and delivery numbers failed to impress investors. Shares dropped amid weaker-than-expected guidance and slowing production rates at its Gigafactories.

Tariff Turmoil: EV Trade Wars Are Heating Up

In a bid to protect local industries, several countries — including the U.S. and India — are considering new tariffs on imported EVs, especially from China. These moves are meant to curb the flood of cheaper electric cars that threaten domestic players.

But the downside? Higher vehicle costs for consumers and more uncertainty for automakers planning to go global. Tesla and BYD both stand to be impacted, as do newer companies relying on international supply chains.

A New EV Milestone: Startups Are Thriving

Amid all the noise, one EV startup quietly reached a major production milestone — delivering its 50,000th vehicle. While the startup wasn’t named in TechCrunch’s teaser, insiders suggest companies like Rivian or VinFast may be involved.

This milestone proves that smaller players are gaining traction. With investor backing and smart niche positioning (e.g., off-road vehicles, last-mile delivery EVs), they’re not just surviving — they’re thriving.

What This Means for the Future of Mobility

The EV landscape is no longer just about Tesla vs the rest. With shifting global policies, emerging players, and increasing government regulations, the game is becoming more complex.

• Tesla may still lead, but the crown isn’t secure.

• Tariffs could shake up the entire supply chain and pricing model.

• EV startups are no longer fringe — they are hitting serious production numbers.

We’re moving into a phase where local manufacturing, smart partnerships, and global strategy will define winners in the EV race.

Original article via TechCrunch Mobility