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General Motors peaked at just about half the share of vehicles and has less than 20% now. Is 50% for Tesla a fair test? I think 10% of all light vehicles sold makes sense. Not clear if share of EV is meaningful if EV isn’t “most” light vehicles.
I’d probably go by a SaaSy metric like share of passenger miles. The EV future is on-demand rental based rather than ownership I think.
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But the real answer on Tesla is that it's still far too early to know. So, what would a falsifiable 'right or wrong' Tesla test be? 1/
