>Tesla alone has guided for sales of 400k vehicles this year. Which they are unlikely to achieve this year. We can now finally see the year-over-year numbers

>Tesla alone has guided for sales of 400k vehicles this year. Which they are unlikely to achieve this year. We can now finally see the year-over-year numbers (the ones that Tesla were telling us were 100s of % growth, due to new model launch a year ago), and those numbers might be down (ie no growth). But as an industry, EVs will keep taking market share. They just make sense.