A quick google search does not back you up. GM sold 898k cars in the last two quarters of 2021 in the USA. You are missing my point about the childish nature of going to DC for recognition. Tesla is small potatoes when it comes to selling cars in the USA. I'm not denying that they are the EV sales leader. But... all the big 3 would have to do is convert 5% of their production to EV's, they could pass Tesla. Tesla will need to build at least 3 more giga Texas factories to hold it's lead in EV's if big 3 wake up and solve supply chain issues.
I was referring to electric vehicles, but your point is well taken with the only issue being that General Motors earns around 8% profit margins while Tesla is breaching 30%. Tesla needs to sell less cars to earn the same amount of money.
People have been using this "Tesla is small potatoes" argument for years, those potatoes seem to be getting larger every quarter. In fact those potatoes seem to be growing at about 50% year over a year pretty consistently. Now the other farmers are trying to catch that potato as it's gaining Speed rolling downhill like a Nikola truck.
"All the big three would have to do is convert 5% of their production to EV's"
Seriously you act like that is just flipping a switch.
The first thing they need to do is advertise that they are going to go electric. They've already started to do that. All but one car at at the Super Bowl was for electric vehicles. The catch? Most of them were electric vehicles that are not available yet, in more than one case the factory for them is not even built yet. So while the big three start promoting electric vehicles that they don't have, who benefits from that? It vindicates Teslas position that they have been holding for over a decade.
But wait there's more.
While the big three are advertising this great new technology that everybody is going to want, less and less people are going to want an internal combustion engine vehicle. You might ask what is the problem with that? Well the problem with that is, that's where 90% of their money comes from and they are literally being forced to advertise against their own product. The big three are going to be losing money on electric vehicles for the foreseeable future, at least the next 5 to 7 years. All while Tesla continues to turn 30% margins on their cars. Year after year after year.
Tesla is already planning more factories. But when you hear things like Ford bragging that they have 200,000 reservations for the F150, while Tesla has somewhere on order of 1.5 - 2 million reservations for the cyber truck… When General Motors is called the "electric vehicle leader in the United States" but their CEO says they're going to spend billions of dollars in hopes of "catching Tesla by 2025", you have to kind of wonder if catching Tesla is even possible.
Also keep in mind the Tesla has done this without spending $.10 on advertising. Imagine for a moment the Tesla dropped a $30 million ad campaign. Of course why would you? They sell every car they make. And therein lies the fundamental difference between Tesla and everybody else. When you see a car carrier filled with Tesla vehicles, every single one of them is going to a "forever home". When you see every other car carrier in existence, they are going to a dealership where a sales person who makes their money on commission is going to do everything in their power to upsell you on everything from tinted windows, to vehicle tracking, to just charging you more money because they have a high demand low volume vehicle.
The world, the entire world, is going to electric vehicles. And there is one reason and one reason only that this is happening and that is Tesla Motors. Those of us who have been here since the beginning understand that and feel some pride towards that.
