Part 1/15:
Predicting the Future of the EV Industry: A Clash of Perspectives
In recent discussions about the electric vehicle (EV) industry, Sandy Monroe—a highly respected figure in vehicle teardown and analysis—made some bold predictions about the market's future. While Monroe's insights are usually well-informed and grounded in experience, there's one specific forecast with which I strongly disagree. This divergence centers on an overlooked but critical issue for Tesla investors: the potential influx and impact of Chinese EVs in the United States and beyond.