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Tesla EV Market Share is Not Sustainable...

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"Analyst Adam Jonas estimates that currently Tesla makes about 80 percent of the electric vehicles in the U.S."

"Tesla's domination of the electric vehicle market is "unsustainable" and will soon be disrupted by start-up Rivian, Morgan Stanley analyst Adam Jonas said Monday."

How does one get to be an analyst and yet be so lacking in intelligence? Or is it that they have to find SOMETHING to say, and know their followers/investors/subscribers are TOTALLY stupid so they will say anything that sounds intelligent just to impress the lessers (and keep taking their money)?

Do these people not realize that Tesla could fall to 50% of the EV market share, WHILE doubling sales the next 3-5 years? They just don't get that Tesla's growth IS the growth of the EV market. And probably will be for a couple more years. But, if the other manufacturers start producing EVs, and their aggregate sales equal to Tesla's sales, and Tesla then owns 50% of the EV market, would that somehow be a bad thing for Tesla? If the EV market grows by 1000% over the next 5 years, with half that growth being Tesla, what Tesla investor wouldn't love that outcome? They cannot understand that almost every EV purchase replaces an ICE purchase, not an EV purchase. So the EV market will actually grow faster than Tesla will.

I can only imagine in 1925, the analysts were probably saying that Ford's dominance of the black colored car market was not sustainable.


Tesla's electric vehicle dominance is about to have 'serious competition,' Morgan Stanley says

EDIT: I just can't wait until the day Tesla (and EVs in general) has enough of the automobile market share that we stop talking (or hearing) about the EV market, and focus on the automobile market when discussing EV manufacturer's sales.