It’s hard to believe it was ever a controversial take, but a little over two years ago, I argued that Tesla’s market share was poised to decline due to Elon Musk’s behavior. I cited a range of factors—from intensifying competition and supply chain challenges to a less-discussed (at that time), but equally important, variable: Elon Musk’s controversial acquisition of Twitter. I predicted that his behavior on the platform would alienate the very customer base most likely to purchase an electric vehicle, eventually impacting…

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