Charging Ahead or Falling Behind? A Painful Financial Lesson for EV Company Investors.
This time last year I penned an update designed to remind the many pure-play EV company supporters (mostly Tesla investors) that the challenges of legacy automotive companies to execute their EV strategies were not an indication that these legacy automakers were doomed to extinction.
Mar 20, 2024
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3 min read
Structural analysis
of automotive disruption
What investor decks don’t cover.
And industry coverage doesn’t ask.