yeah fwiw, i think there will eventually be a second best automaker just like google has made up ground on apple in the mobile phone game. but none of the ones that exist today are even close.

the difference with bitcoin is that i suspect every passing year makes it less likely that a second best will emerge.

charts

The EU's two largest trading partners, going in different directions on EVs

tomlaies

At the risk of sounding horribly cliche, in EVs it is *possible* there may be no second best - at least in "western" countries. Time will tell. But people should at least stop buying EV penny stocks because they will "be the next tesla" when they're looking likely to soon be bankrupt. 