According to Sawyer Merritt, GM sold 25,219 electric vehicles in the US during Q4 2025, marking a 43% year-over-year decline, while total annual EV sales reached 169,764 units, up 48% from the previous year. This mixed performance highlights the growing importance of AI-driven analytics and demand forecasting in automaker strategies. Models like the Escalade IQ and BrightDrop Van saw significant growth, reflecting opportunities for AI-powered supply chain optimization and predictive maintenance solutions in these segments. For models experiencing declines, manufacturers are increasingly adopting AI to analyze shifting consumer preferences and improve product-market fit. The data underscores a trend where AI integration in automotive manufacturing, sales forecasting, and customer engagement is becoming essential for competitive advantage and operational efficiency. (Source: Sawyer Merritt on Twitter)

According to @ai_darpa, China's BYD has overtaken Tesla in global electric vehicle (EV) sales, delivering 2.25 million units compared to Tesla's 1.65 million in 2025. This significant lead is attributed to BYD's relentless execution and rapid adoption of AI-driven manufacturing, supply chain optimization, and autonomous driving technologies, while Tesla's focus has shifted towards political and organizational restructuring. The rise of BYD underscores the strategic use of artificial intelligence in scaling production, optimizing logistics, and enabling cost efficiency in the highly competitive EV market. This shift presents new business opportunities for AI solution providers in automotive automation, smart manufacturing, and mobility ecosystems, as companies worldwide seek to replicate BYD's efficient AI-powered model (source: @ai_darpa, Twitter, Jan 2, 2026).

According to Sawyer Merritt, Tesla has reduced vehicle prices in South Korea by up to 9.4 million won ($6,500 USD) ahead of the new year, while also upgrading all Premium Model Y vehicles with a larger 16-inch center display, aligning with the Model Y Performance version (source: @SawyerMerritt on Twitter). These strategic moves reflect Tesla's ongoing AI-driven efforts to enhance user experience and competitiveness in the electric vehicle market. The integration of larger displays is significant for AI-powered features such as advanced driver assistance, real-time navigation, and over-the-air software updates, which are core to Tesla's business model. This development also highlights the growing importance of AI technologies in automotive user interfaces and the potential for further business opportunities in smart mobility solutions in the South Korean market.

According to Sawyer Merritt on Twitter, Tesla has updated its website by removing the 'estimated gas savings' from default vehicle price displays, now instead stating 'Up to $6,000 potential savings after delivery available' at the bottom of the page (Source: Twitter/@SawyerMerritt, 2025-10-21). This move reflects a shift in how automotive companies leverage AI-driven consumer data to optimize pricing transparency and user experience. The change may prompt further adoption of AI-powered personalization and dynamic pricing models across the EV industry, creating new business opportunities for AI startups specializing in retail analytics and consumer engagement solutions.