Tesla, SpaceX, starlink have all been great in disrupting markets and in my view Tesla will continue to do that which in turn will fuel the EV take-up. They are still building out a global highly efficient production network on the back of higher cost cars which could enable them to disrupt the market again with a low(er) cost car targeting mass markets.
imagine how much musk would enjoy pulling the carpet under all EV and ICE manufacturers with a <$15k car and what that would do to battery/ lithium demand....
Tesla, SpaceX, starlink have all been great in disrupting...
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