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I don't know if it's clear that Tesla is beating GM unless you assume the growth curves for both are stable. My guess is that Tesla's growth slows until they st
by edmundsauto 3y ago
I don't know if it's clear that Tesla is beating GM unless you assume the growth curves for both are stable. My guess is that Tesla's growth slows until they stabilize around the 3rd-5th largest automaker.
(GM shipped 6M cars in '22, Tesla was at 1.3M)
It seems very possible, to me, that Tesla's growth slows. I don't think we can rely on Elon's marketing brilliance to bring another growth spurt - he appears distracted and unstable.
- oceanplexian 3y agoGM shipped 6M cars, of which 5,560,000 were gasoline powered cars. The real question is not if GM is a larger car company but can they produce EVs, at scale, and sell them for a profit? The clock is ticking until gasoline cars are made illegal or taxed out of existence, no brilliance required. All Tesla has to do is wait.
- edmundsauto 3y agoThe clock might be ticking, but my guess is it’s farther out than the current timelines. We will hit a capacity issue with our current grid. Opinions can differ if Teslas early lead on EVs is sufficient to overcome their eccentric CEO, terrible repair options, and low build quality. Personally, I think that will be harder for them to pivot - and more important at 5x current scale - than GM switching to electric.
- hammyhavoc 3y ago[flagged]