Hi John

Thanks for taking the time to reply.

You raise a good point, namely that Elon Musk has been highly succesful in spurring the transition toward EVs. Despite my concerns about Tesla's valuation and Elon's recent behavior, there is no denying he and Tesla moved the needle in the space.

But they are getting overturned by the incumbents sooner than most expected.

I appreciate your input.

Regards, Asger

I’m an economist doing policy design and analysis. I write about the economy, taxation, innovation and growth, policy design, and financial markets.