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Tesla is on track to transition from being a niche automaker to a large volume automaker over the next few years.

That’s a hard transition to predict since it hasn’t been done in the US for half a century.

Nonetheless, Morgan Stanley is giving it a shot and released today its projections for the growth of Tesla’s global fleet over the next few years.

Morgan Stanley’s automotive industry analyst, Adam Jonas, has long been relatively bullish on Tesla, but he has also been more conservative on the automaker’s delivery targets.


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