It's becoming extremely clear that EVs are the future of automobiles. Toyota, GM, VW, Ford, etc have spent most of the past 10 years telling us that EVs are a

It's becoming extremely clear that EVs are the future of automobiles. Toyota, GM, VW, Ford, etc have spent most of the past 10 years telling us that EVs are a joke. Why would you want to invest in management that missed such a pivotal industry turning point? They weren't just slow to move to EVs, they mocked them. People have been saying for years that these companies can pivot, but it turns out to sell EVs you also need to invest in infrastructure and right now that infra (at least in the US) is a shambles. So right as we're on the elbow of the adoption hockey stick, Tesla is the only company really positioned to capture that growth well.