I keep seeing stories in my newsfeed about how EV sales have (at least temporarily) peaked. The story goes all the “early adopters” have bought their EVs and the rest of America is still undecided. This might be true if you are taking about the 10% of EVs sold that are non-Tesla. Truth is these are not really competitive offerings. They tend to be (very) expensive and do not have an realistic charging story. By this I mean both a fast charger network as well as a country wide network that would allow long distance travel. Clearly the legacy auto makers still needs to make some serious investments. One wonders how much better Tesla would be doing if their CEO didn’t aleniate so many potential customers.

Tesla sold 10X more EVs than rivals in the first three quarters of 2023