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I think you can still make a very strong argument that incumbants are still struggling to reach manufacturing scale and profitability with their EV's.

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Looking at the Cox Automotive data for Q1 2023 (not just January and February as Jalopnik selected), it's difficult to spin the competition as anything but a bunch of fighting over scraps.

Chart here: https://pbs.twimg.com/media/Fth_aAtXwBQDUvK?format=png&name=...

That's US data FTR, and 62% is indeed impressive. Globally, Tesla has 12% market share however. BYD Auto, a Chinese manufacturer, has 20%, so Tesla is only second globally.

https://www.counterpointresearch.com/global-electric-vehicle...

Note that your data includes PHEVs, and is not limited to BEVs. While BYD is growing fast, they are not yet ahead of Tesla in BEV units.

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