racked up record sales quarter af-
ter quarter and ended the year
having sold nearly twice as many
vehicles as it did in 2020 unhin-
ered by an industrywide crisis.
Tesla’s ability to conjure up crit-
ical components has a greater sig-
nificance than one year’s car
sales. It suggests that the com-
pany, and possibly other young
electric car businesses, could
threaten the dominance of giants
like Volkswagen and G.M. sooner
and more forcefully than most in-
dustry executives and policymak-
ers realize. That would help the ef-
fort to reduce the emissions that
are causing climate change by dis-
placing more gasoline-powered
cars sooner. But it could hurt the
millions of workers, thousands of
suppliers and numerous local and
national governments that rely on
traditional auto production for
jobs, business and tax revenue.
Tesla and its enigmatic chief ex-
ecutive, Elon Musk, have said lit-
tle about how the carmaker ran