Comments by "Bo McGillacutty" (@Mrbfgray) on "Bloomberg Technology"
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@phreshlivin1881 Legacy auto mfgs have massive headwinds including huge debt, pensions, unions and the inherent conflict between short term profits and long term investments required to have a chance of existing into next decade, many won't. Plus the dealership handicap and most of their profits coming from servicing which EVs do not require.
Only Tesla has a roadmap to produce the many multiples of batts over current production, required to make millions of cars per yr in a few yrs. "Dominate the market"--depends what you mean, 20 to 30% will likely continue for the next several yrs which is well beyond what they need to thrive by 2030.
Robotaxis are essentially a given be autonomous solved by the end of this yr or several yrs out. That alone should add trillions to the market cap mid decade and NO ONE else is close to solving it other than geofenced so they may pay Tesla for licenses to use it.
Tesla will be producing 20M cars per yr. well before end of decade most likely, that's VW plus Toyota production. Dominant? IDK, you tell me if that qualifies. Plenty of room for the other big players especially out of China, downsized VW, F, GM and other upstarts like Rivian.
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@niyazzmoithu20 It's a well served crowded space and not their area of expertise. What's the point in competing in a commodity if you can't revolutionize it? Starlink would do that, maybe in a decade but probably not, what else?
They need to produce the things already committed to, brains and other resources are never infinite....FSD, Semi, CT, 4680's, new factories, econobox, solar stuff and stationary storage, roadster, robotaxies, humaniod robot, insurance.....GOOD GRIEF, and you want to add a stupid phone?
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Trigger Troll Norway has some of the highest EV numbers on the Planet, the only penalty is reduced range in extreme cold, otherwise they function much better than traditional vehicles. Going from 350 to 280 miles range ain't a deal breaker for most especially as the charge rate goes to 100 miles in 5 minutes and most of the time folks just plug in at night or at work often for free. Even businesses are offering free charging to get you to stop at their place...get a coffee and snack while gaining another 100 or 200 miles for nothing.
You too will drive an EV because sooner or later you will get tired of all the ICE hassles, cold engine battles, ice in fuel lines, air filters, oil changes, injection and ignition problems, well I don't need to tell YOU, lol. Plus you'll get tired of driving the slowest car/truck on the road which ICE already are. I'm not an early adopter and you might be the last but the trend is clear. I still love my BMW S65 V8 but it will be my last ICE car if not truck, a fantastic way to end an era.
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