Electric vehicle adoption will threaten automotive profit distribution sooner than expected and much sooner than unit volumes would imply. Tesla has brought about this and many other large but less-noticed changes & threats. The Company has been afforded unprecedented (and sometimes counterproductive) latitude by customers, investors & the media.

This 2-part segment is a companion to our publication, Everybody Hates Tesla .

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A raw transcript is here.

15. Everybody Hates Tesla, Part 1