Agreed on some points. Although I do think Tesla did take advantage of their head start. But it’s clear that the pandemic and issues with China and supply chai

Agreed on some points. Although I do think Tesla did take advantage of their head start. But it’s clear that the pandemic and issues with China and supply chains are hampering them globally. And sure, Tesla launched successful Electric cars and woke the market up when they realised consumers actually really would switch. But it’s not like other manufacturers couldn’t do it, they just chose not to. The biggest thing Tesla did was actually making it happen with vehicles that were significantly differentiated and looked like the future! In a market where companies stopped selling sedans in favour of SUVs, Teslas came along with the model 3 and then model Y, and showed people will choose electric tech over SUV form factor. People weren’t buying ICE sedans because they were largely garbage!