Interesting article, page-9

Yep - Tesla is a big fish in a very small pond - North America. And the predominance of the Norte Americanos on the internet means it gets a disproportionate amount of exposure.

I am more than happy to see Tesla succeed, but I will be happier if they did so against actual head-to-head competition.

There was a point made at the Benchmark Minerals Lithium Roadshow - at the moment a western can manufacturer who has a model with an ICE option or a BEV option has about a $20k difference in price. In China that difference is $2k.

When any western manufacturer gets serious and gets their margins down to $2k, they will win. I appreciate what Musk has done so far, but he has a long way to go and I get frustrated at lazy media who spout the idea that the whole lithium revolution is entirely a Tesla thing.