@strib Just read it, definitely expect some problems earlier on that will lessen as time and technology moves forward. That said, I don’t own any direct EV bet and would like to wait a few years before buying an EV. The piece did mention some bright $TSLA points though compared to legacy OEM EV makers
That is a big bet all across the board on AVs. I wonder how the legacy OEM EV makers will do in the next cycle though. They have the brand value still so I wouldn't rule them out. Your thoughts on the space?
@rihardjarc I think legacy OEM will take a decent chunk of the EV market share, putting lots of pressure on Tesla, Rivan, etc. I personally don’t own any automaker stock, prefer low capex and higher margins