I'll put the math behind the numbers aside just for a moment to consider this is still a pretty impressive feat. I wouldn't have believed it 24 months ago. Also wouldn't have predicted for Ford and other nameplates to remain so static in this category. A high performance luxury EV just seems a great asset for any brand at the moment, even selling in lower numbers. We're at one of those shifts in technology where the cards get shuffled. I think Porsche gets it. Jaguar. Maybe Chevy.

Tesla is reminding me a lot of early Apple—equally rapid supporters and detractors. If anything, that means people find your work interesting. (Wonder if Elon will send out a staff note mirroring the note Jobs sent when Apple first passed Dell in market cap.)