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According to Adam Jonas, a well-known analyst from Morgan Stanley, in eight years (by 2030) Tesla will surpass the overall market share of Ford and General Motors in the United States. According to his estimates, Tesla will have an 18% stake, as compared to a 10% for Ford and 12% for General Motors.
Tesla has established a strong head start on the competition in global EV markets, and big auto as well as newer pure-play EV upstarts may have a hard time catching up