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Yes, because

> They're the most heavily subsidized US company today outside of military contractors/weapons manufacturers

Without the American taxpayer doing more than their fair share to keep them solvent, they’d be selling at 30-40% more.

And they’re not selling. It’s why Musk started offering 84-month financing; to try and convince people to come buy them.

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Global auto market is 80 million units a year. Tesla will be able to sell into a market somewhere, even if a market softens. They also sell $20B-$25B/year of stationary storage, and are sold out for the next 2 years.

Subsides are good if you believe in climate change. The top 40% (by income) of Americans pay federal income tax, they can afford to provide EV subsides. If you don’t believe in climate change, there is no value in a conversation.

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