If Tesla is pumping out 6-7 million cars in 5 years, I see half of them coming out of their US factories. If that is the case, it could end up really harming some of those states with the laws protecting dealers. As those cars get in the hands of owners, it strengthens that position while also weakening the dealerships.

Just follow the flow of money. The less for the dealerships, the worse their situation.

Of course, this does lead back to the grid problem you just mentioned. Some states like Florida will do well. Others like those in the Northeast will struggle.

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