tesla at 1M cars a year of the 80M sold per year. grew 70% this year and hope to grow 50% per year for next 20. they have about 50% market share. bottleneck is production capacity not demand, and biggest production bottleneck is batteries. LFP patents expire in 22 so look for that to be the bulk going forward. if/when FSD can allow you to hail a tesla that comes to you empty, you get in and drive to destination, and it goes empty to the next requestor, effective market share goes away up. 6-10 $300/mo subscribers for each car in the robo-rentalcar fleet will result in much faster electrification of vehicles, and any family opting in will save half of their 2nd biggest household expense