It’s a complete myth that the rest of the auto industry is chasing Tesla (TSLA, GM, F)

Tesla has mastered electric cars, but the technology is nothing that the rest of the auto industry can’t easily replicate. Traditional carmakers know that vehicles can be a low-margin business, so it’s pushing toward mobility-as-service undertakings.  Tesla has no meaningful mobility business and might struggle to catch up in this area.

By the numbers, Tesla is getting bigger in a hurry. The company should deliver more than twice as many vehicles as it did

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