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> But I don't think it's obvious at all that competitors can catch up They are catching up as evidenced by Tesla losing market share. It's not a very surprisin

> But I don't think it's obvious at all that competitors can catch up They are catching up as evidenced by Tesla losing market share. It's not a very surprising result. As other manufacturers ramp up EV production they will gain EV market share because not everyone wants the same car. Tesla is no longer a leader in EV technology. Lucid's and Hyundai's EV platforms, for example, offer options that Tesla doesn't. Have a look at Europe. In 2019 Tesla had 30.8% market share: https://eu-evs.com/bestSellers/ALL/Groups/Year/2019 https://eu-evs.com/bestSellers/ALL/Groups/Year/2019 So far in 2021 Tesla has 14.2% market share: https://eu-evs.com/bestSellers/ALL/Groups/Year/2021 https://eu-evs.com/bestSellers/ALL/Groups/Year/2021

simondotau 5y ago
Tesla are not losing market share of total passenger vehicle sales. That's the only number that matters.
- skohan 5y ago
  It's still an important sign in terms of where Tesla will end up in the overall market. Tesla is a tiny player in terms of overall sales, so a 50% YOY growth in marketshare is still possible. If they're also experiencing a 50% decrease in the share of new EV's sold, that's not a sign that they will dominate the EV market as their current valuation would suggest.
pokerhobo 5y ago
It doesn’t matter if Tesla is losing marketshare if they continue to grow deliveries >50% year over year while being production constrained
- skohan 5y ago
  How long do you think they can realistically maintain a 50% YOY growth rate in deliveries? They're small enough now that 50% growth is very attainable, but that doesn't mean it's sustainable.
- clouddrover 5y ago
  Volkswagen's BEV deliveries have grown 138% in the last 12 months, and they're still just getting started. It will be more and more, year by year. It's not surprising that the world's biggest car manufacturers will manufacture cars, BEV or otherwise.

simondotau 5y ago

Tesla are not losing market share of total passenger vehicle sales. That's the only number that matters.

skohan 5y ago
It's still an important sign in terms of where Tesla will end up in the overall market. Tesla is a tiny player in terms of overall sales, so a 50% YOY growth in marketshare is still possible. If they're also experiencing a 50% decrease in the share of new EV's sold, that's not a sign that they will dominate the EV market as their current valuation would suggest.

pokerhobo 5y ago

It doesn’t matter if Tesla is losing marketshare if they continue to grow deliveries >50% year over year while being production constrained

skohan 5y ago
How long do you think they can realistically maintain a 50% YOY growth rate in deliveries? They're small enough now that 50% growth is very attainable, but that doesn't mean it's sustainable.
clouddrover 5y ago
Volkswagen's BEV deliveries have grown 138% in the last 12 months, and they're still just getting started. It will be more and more, year by year. It's not surprising that the world's biggest car manufacturers will manufacture cars, BEV or otherwise.