During a PANDEMIC GM is having a trouble building trucks because of chip and other parts shortages. Pandemic required rules etc.
Weird... Tesla sales during the pandemic nearly doubled.
GMs are down ~20 percent.
Tesla has a privileged relationship with the Shanghai government which has protected them from many of the pandemic effects.
How does that explain Teslas record sales everywhere else compared to GMs declining sales everywhere else?
Tesla is smaller and more nimble. Being able to substitute a variety of chips and write firmware on the fly. As a result Tesla production has been the least impacted from the pandemic.
This doesn't inform us about GM prospects 5-30 years into the future.
It really does.
On many levels.