@SquawkCNBC @chamath #TSLA $TSLA So... BEV penetration will grow to 18% by '30 vs. 1.87% today, and TSLA will maintain 25-30% mkt share, despite a #'r of established automakers saying they are going to grow sales into the millions of EVs/yr? Seems unlikely looking at the data.
The pace of BEV market share growth is collapsing.
TSLA's market share collapsed in the EU when competition arrived.
TSLA's market share collapsed in China when competition arrived.

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14 Sep
$TSLA $TSLAQ #TSLA #TSLAQ TSLA's China market share falls from 15.5% in July 2020 to 10.8% in August 2020; GM and BYD sold more cars than TSLA in August, moving TSLA's rank in China to 3rd place in August from 1st place July.
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29 Jun
$TSLA #TSLA @TSLA Pre-COVID Market Share loss...
$TSLA #TSLA @TSLA Exponential revenue growth thesis incorrect (sales essentially flat since 4Q18)...
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