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With ICE vehicles being 98% of the market it's not about competition for a sliver of the market. It's about who can scale. And that is a function of batteries a
by hindsightbias 5y ago
With ICE vehicles being 98% of the market it's not about competition for a sliver of the market. It's about who can scale. And that is a function of batteries and car bodies.
Tesla probably leads in batteries, whereas VW leads in factory capacity.