meaning the dealership income for EV brands will plummet. Ford (or indeed any other brand) can replace that lost revenue with charging. Existing dealerships could easily add charging stations across the country, using real estate Tesla never had, and take a % off the fee charged to users. END

As Ford moves to a more dense EV offering across its range, it could acquire its own charging network at a bargain price, having also recently done the deal to open up Tesla chargers to Mustangs and Lightnings. Why does that make sense? Because EVs require little to no ingoing maintenance 8/?

... and acquire - and rebrand - the Supercharger network (which is itself in poor shape and in dire need of investment). As for the cars, the CyberTruck excluded, they're dated designs with interiors that disintegrate after hard use. Ford could wipe out the cars and retain the 60,000 chargers. 7/?

...it was at its lowest share price last year, so it's not unreasonable to expect the price to drop < $100. It's hard to see how they survive beyond the end of the year, and if they do it'll be brutal for them. I've long expected Ford to reverse into Tesla in a value collapse... 6/?

So where does that leave Tesla? It's hard to see rural Republican voters overcome their antipathy for EVs to sufficiently support the brand so it makes a comeback. There'll be a symbolic bounce in sales & the share price but there'll be a downward trend. The brand is in worse shape than.. 5/?

$138.80 was Tesla's lowest 52w share price, $488.54 the highest. That's wild fluctuation, way beyond anything seen by any other car manufacturer. The market gets more competitive by the day, and there's no sign of any imminent changes in interest rates. Recalls on the cars are plentiful. 4/?

Throw a 7 to 8% interest rate into the mix and you have a very potent mix of barriers to purchase. Toxic branding, expensive lease costs, low residual values whether you buy or lease.... Tesla needs even deeper pockets than it had in 2024 to subsidize leasing / purch finance, and boost sales 3/?

Lease deals are based on the value of the car at the end of the lease period and the mileage limitations. Right now Tesla projected values in 3 yrs are anyone's guess, so the market will price in a very low RV. Monthly lease costs will rise exponentially, making the cars wildly uncompetitive. 2/?

Drop it into Google docs, then just scroll through checking each for words underlined. You would spot any typos in no time at all.

That's great photo, and I really want to see someone reprinting those Castrol T-shirts.

It's a great video, and it's totally right that it was pitched at a different demographic than the usual stuff. This is exactly how we attract more people into motorcycling, and by building that bridge between ebikes /Surrons and the more conventional stuff. Great work.

It's certainly a short sighted approach, even if it was done in a cheery way.