Electric vehicle adoption will threaten automotive profit distribution sooner than expected and much sooner than unit volumes would imply.\xa0 Tesla has brought about this and many other large but less-noticed changes & threats.\xa0 The Company has been afforded unprecedented (and sometimes counterproductive) latitude by customers, investors & the media.
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\nThis 2-part segment is a companion to our publication,\xa0Everybody Hates Tesla\xa0.
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\nMore about\xa0GTK, your\xa0host Ali Tabibian, our\xa0conferences,\xa0publications\xa0and\xa0subscriptions\xa0thereto. If links aren\u2019t active in your app, please go to www.gtkpartners.com.
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\nA raw transcript is here.