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EV adoption in America: Who's winning, who's losing?
Tesla dominates EV adoption in America, capturing over 55% of the U.S. market share in 2025, while legacy automakers like General Motors lag with less than 8% due to stalled battery production scaling. Meanwhile, Ford and Toyota struggle to match Tesla's vertical integration, as their joint ventures in battery plants face 18-month delays. The data underscores that winners build ecosystems, not just vehicles.
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