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I think maybe it's more an overcapacity with more manufacturers getting models out there plus the early adopter market getting near saturated and the rate of growth dropping a lot and that its not fully crossed the chasm to mainstream yet.

So it's not that adoption as a whole is in trouble but more that any one ev maker is going to find it harder to make a lot of sales at the moment.

And it's definitely the case that a big chunk of tesla stock value was tied up with elons brand which is looking more like a problem than a benefit these days.



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