As EVs Take Off, Can Legacy Auto Makers Compete?

December 4, 2022

Above, confirmation that EV sales are growing robustly in the US.

This week, Tesla rolled out their Semi Truck – meant to transform that market, which is 2 years behind the company’s originally scheduled roll-out. There has been a lot of skepticism about whether this machine can even work from a physics and economics perspective.
Well, Pepsi’s taken possession of the first one – we shall see. Below, Tesla’s unveil event, about 30 minutes, with a critical review.


One Response to “As EVs Take Off, Can Legacy Auto Makers Compete?”

  1. rhymeswithgoalie Says:

    My takeaway from the CNBC interview is that people trying to invest in EVs as a general market segment are having trouble teasing out the EV part from the traditional ICE part in a lot of producers. Tesla is probably getting more of that money than it should because it is an EV-only play, even though it individually is having problems ramping up production.

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