Electric vehicle adoption will threaten automotive profit distribution sooner than expected and much sooner than unit volumes would imply.  Tesla has brought about this and many other large but less-noticed changes & threats.  The Company has been afforded unprecedented (and sometimes counterproductive) latitude by customers, investors & the media. This 2-part segment is a companion to our publication, Everybody Hates Tesla . More about GTK, your host Ali Tabibian, our conferences, publications and subscriptions thereto. If links aren’t active in your app, please go to www.gtkpartners.com. A raw transcript is here.