NOTE FOR OBSERVERS

Whatever these analysts think may be true for APPLE is already true for TESLA

Read thoughtfully

- TAM

- installed base of vehicles

Watch for further reports as they get their minds around this with less distorted thinking than they apply to TSLA https://twitter.com/davidtayar5/status/1348771850952839168

When did you last read a report about TSLA written in this way ?

And yet Tesla is way ahead of anything Apple could ever try to become a decade from now

P.S. their numbers are actually off substantially to the low side

- for example, 1,500 million vehicles

- growing +3.6% if not constrained by new BEV supply

And this shows the expected Annual Sales in units

The Global Vehicle Fleet is the Total Addressable Market TAM

The Global Vehicle Sales are the portion of that TAM that we can expect to refresh and grow each year as Annual Sales