>Tesla's revenue and production numbers are just too small compared to other automakers Tesla revenues are already 1/3 of GM, and increasing extremely fast (+7

>Tesla's revenue and production numbers are just too small compared to other automakers Tesla revenues are already 1/3 of GM, and increasing extremely fast (+73% YoY) while other are trying to maintain their market shares and will probably eat their own (profitability) while trying to switch to EV. More importantly, Tesla has over 75% of EV revenues market shares in the US and probably >99% of the profits. >Tesla's patents also don't seem very relevant as there are plenty of other EV models on the market now, so why risk it? The relevance of their patents also rises as they continue to increase their technical lead (in cell production, structural packs, energy management systems…). Where does the competition compete, when we look at their latest products (e.g Model S 2021 vs Porsche Taycan, or Model Y vs Fors Mach E)?