Doesn’t matter what they’re ranked, they sell every car built at margins higher than any competing automaker. All that matters is the balance sheet, opinions can be ignored unless materially impacting volume.
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.
“This one weird trick.”