Part 11/13:
He concluded that Tesla’s ongoing growth, driven by economies of scale and technological leadership, makes it a formidable player. Meanwhile, traditional automakers like GM and Ford, despite their efforts, are still in the early stages of EV adoption and face significant hurdles in matching Tesla's scale and innovation.
Elon Musk, Twitter, and the Future of Tesla
Finally, Ives briefly touched on Tesla CEO Elon Musk’s activities outside of automotive—particularly his leadership of Twitter and its implications. Musk's plans for Twitter, including monetization strategies like the $9 per month blue check subscription, are viewed as steps that could indirectly benefit Tesla by improving Musk’s overall financial position and confidence.