[Spooky23]

Personally, i think they’ll be 30-40% of cars.

I think we’re entering a trough where the artificial incentives start to lose their effect and we really figure out what the market needs and navigate the FUD as we “digest” some of the lousy early cars.

We’re still early in the market and tech breakthroughs make it unpredictable — Tesla’s survival is probably tied to delivering those.

[tootie]

The deciding factor is going to end being politics. Democrats will continue pushing mandates and Republicans will try to block or undo them.