Nice trend spotting! With my last 5 years with a Tesla(two now), I feel that your point on having better quality build, easy software upgrades, and more reliability on car-sharing and ride hailing platforms, those who DO have cars are using them longer anyways. But where is the long-term trend going? Can the 3 auto parts companies pivot to sustainably maintain their growth rates beyond 2025?
Nice trend spotting! With my last 5 years with a Tesla(two now), I feel that your point on having better quality build, easy software upgrades, and more reliability on car-sharing and ride hailing platforms, those who DO have cars are using them longer anyways. But where is the long-term trend going? Can the 3 auto parts companies pivot to sustainably maintain their growth rates beyond 2025?