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Opinion: GM’s $1B EV investment in Mexico is not what America needs

Credit: General Motors

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General Motors ‘(GM) decision to invest $1 billion for EVs in Mexico instead of the United States is not the “EV leadership” that America needs. President Biden heaped a lot of syrupy sweet praise on the automaker for “electrifying the automotive industry” although we all know it was Tesla and not GM.

The president also hyped up GM for creating only 4,000 American jobs (Tesla created over 100,000 jobs) and investing $7 billion.

GM’s $1 Billion Investment In Mexico

GM announced that it will produce its new Chevy Blazer EV in Mexico. Recently, the automaker unveiled the Chevy Blazer which will be available by Fall 2023. Earlier today, Reuters reported that GM will produce the 2024 Chevrolet Blazer EV at Ramos Arizpe in Mexico.

According to the article, GM will build the 2024 Chevrolet Blazer EV at a plant in Ramos Arizpe and that it will be ready to be sold in Mexico by the end of 2023.

The Detroit News reported that United Auto Workers Vice President, Terry Dittes, who is head of the union’s GM Department said that this was a slap in the face to UAW and the U.S. taxpayers.

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“At a time when General Motors is asking for a significant investment by the U.S. government in subsidizing electric vehicles, this is a slap in the face for not only UAW members and their families but also for U.S. taxpayers and the American workforce.”

“General Motors automobiles made in Mexico are sold in the United States and should be made right here, employing American workers,” he added. “That is why our nation is investing in these companies. Taxpayer money should not go to companies that utilize labor outside the U.S. while benefiting from American government subsidies. This is not the America any of us signed on for. Frankly, it is unseemly.”

GM Made A Mockery Of President Biden

Last year and earlier this year, President Biden made a point to ignore Tesla’s contributions to the EV space in favor of GM.

During the State of the Union address, President Biden praised GM for investing $7 billion into EVs and for creating 4,000 new jobs in Michigan. What he didn’t mention were the over 100,000 jobs that Tesla created for Americans. He also didn’t acknowledge Tesla’s $10 billion investment in EVs either.

In fact, it took a viral petition that my friend, Gail Alfar, and I started to encourage President Biden to acknowledge Tesla’s leadership in the EV space.

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President Biden Claimed GM Was The EV Leader

In November 2019, the U.S. President toured GM’s Factory Zero and said that GM: “electrified the entire automotive industry” under CEO Marry Barra’s leadership. He added that Mary Barra electrified the entire automotive industry. This is an outright lie.

“In the auto industry, Detroit is leading the world in electric vehicles. You know how critical it is? Mary, I remember talking to you way back in January about the need for America to lead in electric vehicles. I can remember your dramatic announcement that by 2035, GM would be 100% electric. You changed the whole story, Mary. You did, Mary. You electrified the entire automotive industry. I’m serious. You led, and it matters.”

EVs, Jobs, and Lies

The idea that GM is the EV leader and is providing the most jobs in America for EVs is laughable. yet this thought was pushed by the Biden administration while trying to suppress Tesla and its actual leadership of the industry.

This hurts Tesla’s American employees. And it makes our president look foolish. Especially now that GM is going to build its newest EV in Mexico. Although $1 billion isn’t as much as the $7 billion investment, it is still investing money for EVs in Mexico and not the U.S.

In her statement to The Detroit News, U.S. Representative Debbie Dingel emphasized that EVs must be built in the U.S. and that not one American dollar should support American jobs being shipped off to Mexico.

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“Electric vehicles must be built here in America by the finest workforce in the world — the American workers. Not one American dollar should support our own jobs being shipped off to Mexico — especially when we have the workers and the technology to manufacture electric vehicles ourselves.”

“General Motors needs to reaffirm their commitment to working families now. I am focused on ensuring auto innovation and manufacturing stays in the hands of hard-working American people.”

Tesla Is The Most American-Made Vehicle

GM, in my opinion, is only making EVs because Tesla has proven that not only is it possible to mass produce them but that people want EVs. If this wasn’t the case, GM wouldn’t have crushed all of its EV1 vehicles.

If GM truly believed in EVs, there wouldn’t have been a need for Tesla to be founded. In addition to that, GM and these other automakers seem to only want to “beat Tesla.”

Tesla’s mission is completely different. Tesla is focused on accelerating the transition to sustainability.

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I admit, I tweeted the above before coffee and forgot about it until Elon Musk replied to it. The point I was making was this: it’s not fair to Americans that GM is investing even one cent into Mexico especially since the U.S. President has been hyping it up as the job creator for the EV industry.

We all know Mexico has cheaper labor. And no offense to anyone in Mexico, but if you’re going to market yourself as an American company producing American-made EVs, then your EVs need to be American-made.

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Elon Musk is right. Tesla is the most American-made vehicle. You can read more about that award here.

 

Johnna Crider is a Baton Rouge writer covering Tesla, Elon Musk, EVs, and clean energy & supports Tesla's mission. Johnna also interviewed Elon Musk and you can listen here

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Investor's Corner

Tesla price target boost from its biggest bear is 95% below its current level

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Credit: Tesla China

Tesla stock (NASDAQ: TSLA) just got a price target boost from its biggest bear, Gordon Johnson of GLJ Research, who raised his expected trading level to one that is 95 percent lower than its current trading level.

Johnson pushed his Tesla price target from $19.05 to $25.28 on Wednesday, while maintaining the ‘Sell’ rating that has been present on the stock for a long time. GLJ has largely been recognized as the biggest skeptic of Elon Musk’s company, being particularly critical of the automotive side of things.

Tesla has routinely been called out by Johnson for negative delivery growth, what he calls “weakening demand,” and price cuts that have occurred in past years, all pointing to them as desperate measures to sell its cars.

Johnson has also said that Tesla is extremely overvalued and is too reliant on regulatory credits for profitability. Other analysts on the bullish side recognize Tesla as a company that is bigger than just its automotive side.

Many believe it is a leader in autonomous driving, like Dan Ives of Wedbush, who believes Tesla will have a widely successful 2026, especially if it can come through on its targets and schedules for Robotaxi and Cybercab.

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Justifying the price target this week, Johnson said that the revised valuation is based on “reality rather than narrative.” Tesla has been noted by other analysts and financial experts as a stock that trades on narrative, something Johnson obviously disagrees with.

Dan Nathan, a notorious skeptic of the stock, turned bullish late last year, recognizing the company’s shares trade on “technicals and sentiment.” He said, “From a trading perspective, it looks very interesting.”

Tesla bear turns bullish for two reasons as stock continues boost

Johnson has remained very consistent with this sentiment regarding Tesla and his beliefs regarding its true valuation, and has never shied away from putting his true thoughts out there.

Tesla shares closed at $431.40 today, about 95 percent above where Johnson’s new price target lies.

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I subscribed to Tesla Full Self-Driving after four free months: here’s why

It has been incredibly valuable to me, and that is what my main factor was in considering whether to subscribe or not. It has made driving much less stressful and much more enjoyable.

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Credit: Teslarati

I have been lucky enough to experience Tesla Full Self-Driving for the entire duration of my ownership experience for free — for four months, I have not had to pay for what I feel is the best semi-autonomous driving suite on the market.

Today, my free trial finally ran out, and I had two choices: I could go without it for a period until I felt like I absolutely needed it, or I could subscribe to it, pay $99 per month, and continue to experience the future of passenger transportation.

I chose the latter, here’s why.

Tesla Full Self-Driving Takes the Stress Out of Driving

There are a handful of driving situations that I don’t really enjoy, and I think we all have certain situations that we would just rather not encounter. This is not to say that I won’t ever experience them as someone who has driven a car for 15 years (it feels weird saying that).

I don’t love to drive in cities; I really don’t like driving on I-695 on my way to Baltimore, and I truly hate parallel parking. All three things I can do and have done, all three within the past few weeks, too.

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However, if I can avoid them, I will, and Tesla Full Self-Driving does that for me.

Tesla Full Self-Driving Eliminates the Monotony

I drive to my alma mater, Penn State University, frequently in the Winter as I am a season ticket holder to Wrestling and have been for 16 years now.

The drive to State College is over two hours and over 100 miles in total, and the vast majority of it is boring as I travel on Rt 322, which is straight, and there is a lot of nature to look at on the way.

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I am willing to let the car drive me on that ride, especially considering it is usually very low traffic, and the vast majority of it is spent on the highway.

The drive, along with several others, is simply a boring ride, where I’d much rather be looking out the windshield and windows at the mountains. I still pay attention, but having the car perform the turns and speed control makes the drive more enjoyable.

Tesla Full Self-Driving Makes Navigating Easier

Other than the local routes that I routinely travel and know like the back of my hand, I’ve really enjoyed Full Self-Driving’s ability to get me to places — specifically new ones — without me having to constantly check back at the Navigation.

Admittedly, I’ve had some qualms with the Nav, especially with some routing and the lack of ability to choose a specific route after starting a drive. For example, it takes a very interesting route to my local Supercharger, one that nobody local to my area would consider.

But there are many times I will go to a new palce and I’m not exactly sure where to go or how to get there. The Navigation, of course, helps with that. However, it is really a luxury to have my car do it for me.

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To Conclude

There was no doubt in my mind that when my Full Self-Driving trial was up, I’d be subscribing. It was really a no-brainer. I am more than aware that Full Self-Driving is far from perfect, but it is, without any doubt, the best thing about my Tesla, to me.

It has been incredibly valuable to me, and that is what my main factor was in considering whether to subscribe or not. It has made driving much less stressful and much more enjoyable.

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Tesla Diner becomes latest target of gloom and doom narrative

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tesla diner
Credit: Tesla

The Tesla Diner has been subject to many points of criticism since its launch in mid-2025, and skeptics and disbelievers claim the company’s latest novel concept is on its way down, but there’s a lot of evidence to state that is not the case.

The piece cites anecdotal evidence like empty parking lots, more staff than customers during a December visit, removed novelty items, like Optimus robot popcorn service and certain menu items, the departure of celebrity chef Eric Greenspan in November 2025, slow service, high prices, and a shift in recent Google/Yelp reviews toward disappointment.

The piece frames this as part of broader Tesla struggles, including sales figures and Elon Musk’s polarizing image, calling it a failed branding exercise rather than a sustainable restaurant.

This narrative is overstated and sensationalized, and is a good representation of coverage on Tesla by today’s media.

Novelty Fade is Normal, Not Failure

Any hyped launch, especially a unique Tesla-branded destination blending dining, Supercharging, and a drive-in theater, naturally sees initial crowds taper off after the “Instagram effect” wears down.

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Tesla makes major change at Supercharger Diner amid epic demand

This is common for experiential spots in Los Angeles, especially pop-up attractions or celebrity-backed venues. The article admits early success with massive lines and social media buzz, but treats the return to normal operations as “dying down.”

In reality, this stabilization is a healthy sign of transitioning from hype-driven traffic to steady patronage.

Actual Performance Metrics Contradict “Ghost Town” Claims

  • In Q4 2025, the Diner generated over $1 million in revenue, exceeding the average McDonald’s location
  • It sold over 30,000 burgers and 83,000 fries in that quarter alone. These figures indicate a strong ongoing business, especially for a single-location prototype focused on enhancing Supercharger experiences rather than competing as a mass-market chain

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Conflicting On-the-Ground Reports

While the article, and other similar pieces, describe a half-full parking lot and sparse customers during specific off-peak visits, other recent accounts push back:

  • A January 2026 X post noted 50 of 80 Supercharger stalls were busy at 11 a.m., calling it “the busiest diner in Hollywood by close to an order of magnitude

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  • Reddit discussions around the same time describe it as not empty when locals drive by regularly, with some calling the empty narrative “disingenuous anti-Tesla slop.”

Bottom Line

The Tesla Diner, admittedly, is not the nonstop circus it was at launch–that was never sustainable or intended. But, it’s far from “dying” or an “empty pit stop.”

It functions as a successful prototype: boosting Supercharger usage, generating solid revenue, and serving as a branded amenity in the high-traffic EV market of Los Angeles.

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