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8to24 t1_iwrg3e8 wrote

Cumulatively that's about a million cars just last year. Considering cumulatively only 52k EVs were sold per year 10yrs ago a million is enormous progress in a very short period. That million also left out Polestar/Volvo, Mazda, Mercedes, Honda, Nissan, and others who also produce EVs.

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onegunzo t1_iwrhx77 wrote

All those other EVs maybe add up to a 10 to 20K total. Again mostly compliance vehicles.

Agreed on the movement of EVs. We're about to hit the S curve of EVs. And who's in great position vs. who's not. The ones who are not in position, only the highlighted + Ford are ready. The rest, I'm sorry just aren't going to be there.

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