@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.
Sep 14, 2020 • 5 tweets • 2 min read
$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.
