perhaps it was Toyota, driving Elon to drink...
Toyota admits ‘Elon Musk is right’ about fuel cell, but moves forward with hydrogen anyway
This kind of stuff is why I consider the other automakers stalling to move to EVs the most underappreciated moat Tesla has. It puts Tesla Auto in position to continue with torrid growth rates for over a decade. I don't see us hitting 50% of the auto market supply being long range EVs until the 2030s. If the Chinese weren't moving to gain from the incumbents avoidance, we probably wouldn't get to 50% until the 2040s. Meanwhile, I see demand tipping to a majority of consumers wanting a long range EV in roughly 5 years time (hence the term and thread, "fractured tipping point moat")
Toyota admits ‘Elon Musk is right’ about fuel cell, but moves forward with hydrogen anyway
This kind of stuff is why I consider the other automakers stalling to move to EVs the most underappreciated moat Tesla has. It puts Tesla Auto in position to continue with torrid growth rates for over a decade. I don't see us hitting 50% of the auto market supply being long range EVs until the 2030s. If the Chinese weren't moving to gain from the incumbents avoidance, we probably wouldn't get to 50% until the 2040s. Meanwhile, I see demand tipping to a majority of consumers wanting a long range EV in roughly 5 years time (hence the term and thread, "fractured tipping point moat")
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