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.
Climate Denial Crock of the Week 
December 4, 2022 at 11:52 pm
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.