Q3 Delivery/Production Report + Preceding Q&A (10.02.21)
Tesla Daily: Tesla News & Analysis
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Lucid, Rivian, Eric, Henning, Thanks for the Sticker.
A, i dont think it's really a question of if they scale production. A, if they'll get there fast enough to be at a level competitive with tessla, i doubt it. Even if tessla achieves there, their targets for 20 30, you're looking at 25 % market share. So there's plenty of market to go around. And specially for those smaller players right now, like rivian and and lucid.
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