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Tesla is the Gen-Z(possibly also Gen-Y) loyalty brand.

OEMs will realize this a decade from now when the old people loyal to the big three start to die off, the people who don't care start buying the Chinese EVs, and the remainder stay loyal to Tesla.

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My experience in my circles is the opposite regarding Tesla. They had first mover advantage of building an electric vehicle people actually wanted, but as great alternatives have started appearing, Teslas poor build quality becomes a bigger and bigger issue and to top if off their founders antics and politics rubbing younger people the wrong way. I now hear millennials and gen-z people actively avoiding the brand.

The sales numbers seem to indicate otherwise. Tesla has like ~70% marketshare even after all that has happened. However as an addendum, my comment is a prediction 5+ years from now. I fully believe that the numerous Chinese brands that are coming will capture most of the people you are talking about. The way you described it, those people seem like they are EV curious but not passionate. Tesla still has that loyal brand following and I believe it will still account for them being #1. I could see them at 25% marketshare when all is said and done. All the Chinese combined might be 30% and the the rest is divided among a handful of remaining companies.

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