Part 13/14:
Despite Tesla's technological dominance, Monroe acknowledges that the company’s relatively small production volume continues to limit its impact in the short term. Nevertheless, with the capacity to produce 10-15 million vehicles annually in the future, Tesla could reshape the global automobile industry. This would put immense pressure on traditional automakers, many of whom are slow to innovate and scale new EV technologies.
Eventually, Monroe foresees a scenario where Tesla’s overproduction capabilities would overwhelm supply, leaving legacy automakers in a difficult position. The industry could face significant upheaval as Tesla’s innovative edge becomes more widely replicated and adopted.