Thinking about market share and more accurately, the moat that Tesla does or doesn't have, this is the view that I prefer keeping track of. Revenue share is of course important, as is unit share. Share of delivered battery is, for me, the most indicative of moat (or absence thereof). This is the chart where we'll see who the 2nd serious BEV manufacturer is. I admit to a little bit of surprise at Bolt being nearly 2x Leaf.