All those mentioned in a the article are struggling to scale. And burning cash simultaneously. Lucid had cut production target last year several times to 7000.
Tesla has competitors but not then, not right now.
The basic premise of the article is wrong. As ev market grows Tesla market share will shrink. Tesla is making more money now with reduced market share thang when it dominated the market.
Investors should look at the big picture rather than focus narrowly.
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