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One word of caution: reading it may make you more likely to fall into a "fighting the last war" perspective on the industry. It's important to understand that although some factors remain, the industry has changed a lot since then.
It's a pretty fascinating and relevant topic. We give a lot of mindspace to it, why Tesla is struggling, but I'd love to learn more about why the Chinese HAVE NOT been able to break into the market like the Japanese and Koreans have.
