Elon Musk's business ties to China draw scrutiny after Twitter purchase

[Miguelito Loveless]

6. Legacy auto is about 5 years behind

Tesla in EVs. And they are very late to the game in building battery factories and sourcing lithium, nickel, cobalt, and other materials needed. Most of the battery factories promised in the last year will not come on line for 18-24 months, at which point they will need materials. Anyone without existing purchase agreements (pre-dating 2020) for raw materials will be at the mercy of the spot market for those materials. Tesla has all of these and the clout to get more. It has solid long term contracts with Panasonic and CATL.

Musk is turning himself into a pariah by sticking his nose into politics, but his strategy build EVs and a sounds charging network have been spot on. While I would never spend $100K on any car, if my choice was between the $45K standard range Model 3 and any other EV, it would be the Tesla hands down, since it has a formidable, ubiquitous and easy to use supercharger network.

(For the record I own/owned both Tesla and non-Tesla EVs).

In my humble opinion the biggest threat to Tesla is not Toyota, GM, et al. It is Musk himself wasting his time on projects like Twitter and neglecting Tesla at this critical stage. He is also damaging all of his brands by feeding his ego and starying from his own stated missions.