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All those companies currently make less than 100k EVs per year. GM barely makes (made) 20k of Bolt per year. You might argue about what number constitutes sca

by kjksf 5y ago

All those companies currently make less than 100k EVs per year. GM barely makes (made) 20k of Bolt per year. You might argue about what number constitutes scale or philosophically argue that "can" means some future, not current, ability. But if you're Hertz and want 100k cars within a year, Tesla is the only company that can deliver that.

throwaway0a5e 5y ago
> All those companies currently make less than 100k EVs per year. That's because they mostly make disposable compact hatches and the demographics that buy disposable compact hatches are not the demographics that spend a premium on an EV. They buy an ICE Mitsubishi Mirage or something. Telsa makes money hand over fist because they're the only one making EVs targeted at white collar demographics who drop 30-50k on a car. Nissan could crank out 100k Leafs/year if they felt like it. But Hertz doesn't want 100k leafs/yr because they're not trying to fill a hole in their economy hatch portfolio. They want 100k sleek fancy sedans with some brand image to go with them. And Tesla is the only people making that right now.