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onegunzo t1_iwrhx77 wrote

All those other EVs maybe add up to a 10 to 20K total. Again mostly compliance vehicles.

Agreed on the movement of EVs. We're about to hit the S curve of EVs. And who's in great position vs. who's not. The ones who are not in position, only the highlighted + Ford are ready. The rest, I'm sorry just aren't going to be there.

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