EVs wouldn’t be where they are today without Tesla, just like smartphones owe a debt to BlackBerry for re-engineering mobile towers. But disruption isn’t about past achievements—it’s about shaping the future. ESG & pace of innovation will decide who leads the next leap forward & Tesla are slipping.
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The real challenge of the heavy transport Semi is a network charging huge amounts of power at speed. Tesla leads in energy storage and management.
Still lots of work to do.