...right now, if Tesla wins, EV wins, lithium wins, and conversely the case
...but if Robotaxi* business model as expressed below comes into fruition, it may be the case that
Tesla wins, EV loses (vehicle ownership down), lithium loses (an outcome of lower EV ownership).
...all telling us that even EV growth cannot be taken for granted.
https://x.com/CernBasher/status/1777709906461675595
* premise on Robotaxi displacing the need for consumers to buy vehicles including EVs.
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...right now, if Tesla wins, EV wins, lithium wins, and...
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