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Selling the Most EVs Will Not Determine the Most Valuable Automaker

Randall McAdory's avatar
Randall McAdory
Sep 05, 2023
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On March 20, 2020, I wrote an article about “Tesla’s Insurmountable Advantages.” At the time, I thought the company possessed substantial engineering advantages over other automakers. I believed Tesla’s vertical integration strategy was a competitive advantage that was difficult for competitors to mimic. Most importantly, however, I assumed that Tesla w…

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