“The future loyalty data is really, really worrisome if you’re Tesla because it tends to translate into market share six to nine months out,” Pace said. “This would suggest there are storm clouds.”
Market share is already on the wane as thousands of Tesla owners ditch their cars for EVs from startups with both quiet cars and quiet leaders. In the third quarter, almost one-third of
But they’ve already purchased them… and so will others. So, it’s irrelevant.
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