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Re: Bob saying that Tesla had at best a 3 year lead in EVs and that right now other automakers were catching up. The fact is, that now, 15 years since the debut of the original Tesla Roadster in 2008, besides Tesla only Chinese companies like BYD have produced EVs in any kind of a serious volume. Ford, the second largest EV maker in the US is manufacturing less than 10% as many EVs as Tesla, and by all available evidence the gap is getting larger, not smaller. And Ford is a success story in the EV world. Other major companies from Toyota to Chrysler have produced essentially none. GM, other that their much recalled Chevy Bolt have manufactured Hummer & Cadillac Lyric EVs in comically small numbers.

As an EV enthusiast I keep hoping that legacy car industry will catch to the EV world with more than just advertising. But, unfortunately it is still just talk. There is talk about battery factories, but Tesla is the only one that actually has them. Mercedes is talking about setting up EV charging stations, as has Rivian, but meanwhile Tesla’s Supercharger network dominates worldwide and continues to grow at an ever more rapid pace. People who own EVs like the deservedly praised Ford Mustang Mach-E are stuck with the markedly inferior Electrify America, and their main hope is that Tesla will open up its Supercharger network to other EV makers as it has in Europe, as Electrify America (VW paid for it as its Dieselgate settlement) is getting worse, not better.

Real competition is the best for everyone, not just the customers, but for leaders like Tesla because it can only motivate them to improve their products. But it is just not here yet (outside of China) in the EV industry. Just look around Princeton: yes VW ID.4s and Ford Mach-Es are definitely visible— but Teslas are absolutely everywhere: we see 5 of them parked in the close vicinity to my mom’s house every time we go for a dogwalk,with many more driving by. I wish for far more variety!

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