David Weisburd here.

2021 has quickly become the year of the electric vehicle, but I’m not just talking about Tesla.

By all measures, Tesla is doing well this year so far. That’s an understatement, honestly.

The company just reported that they beat delivery expectations in the first quarter, setting a new delivery record of 185,000 cars in the last three months. This news comes on the heels of Tesla’s very first profitable year in 2020… and the company is expected to remain profitable this year, too.

But Tesla is gearing up for competition across the world. Other car companies are entering the electric vehicle market in full force, and they’re slowly – but surely – taking market share away from the EV pioneer.

In Europe, for example, Volkswagen is now the top producer of electric vehicles. As companies like Ford, GM, Renault, and more step up their EV game, I expect the competition to get heated… and fast.

And those are just the big-name automobile giants. EV startups are picking up the pace like never before. In fact, we’ve seen 22 different EV and battery companies make deals to hit the public markets via special purpose acquisition companies in just the last 12 months (including a merger with my own SPAC, 10X Capital Venture Acquisition Corp., which you can catch up on here).

It demonstrates one of the most interesting phenomena in the startup world: the idea of the disruptor becoming the disrupted.

Think about it. Tesla was founded in 2003, meaning it had – and still has – a significant first-mover advantage over any other electric vehicle companies that have entered the space since then.

When a company has a first-mover advantage, it means that it was among the first to establish a market for whatever product or service they’re selling. That means they can get a leg up and build their brand and customer loyalty before they’re threatened by newer competition.

But first-mover companies will rarely fly solo in their industries for very long, especially as more entrepreneurs and their companies begin to see just how popular – and potentially lucrative – a space can be.

That’s what we’re seeing we’re seeing with Tesla this year, especially as the race to adopt clean energy becomes even more popular across the world. For entrepreneurs, there’s never been a better time to jump into this space… and for investors, clean energy is creating a generational buying opportunity unlike anything we’ve ever seen (More on that here).

There’s no denying Tesla has what it takes to be a dominant force in the EV space for years to come, but the company will have to reckon with the reality that other movers are entering the space… hot on its trail and ready to compete.

In Tesla’s case, reckoning with that competition means expanding to brand-new markets. The company announced plans to open up shop in Europe this year, where the electric vehicle industry is booming more than anywhere else in the world.

It’s all part of the startup cycle. Startups launch as tiny ventures that only dominate a sliver of their industries’ market shares. But the startups that succeed (and I mean really succeed) could one day rise to be the next Amazon, the next Apple, the next Google, and yes, even the next Tesla.

It’s at that point that new startups come out of the woodwork to ride the tailwind of that success and create a new product or service that could ultimately disrupt the disruptor.

That’s what I love about startups. They’re designed to pick out the ways that they can do what the big guys do… but better. All of that can lead to a sweet exit event… whether they’re acquired by those very same big guys, or whether they hit the market themselves and try to become the next industry giant.

In this case, I’m excited to see what comes out of the EV market, and the entire clean energy market in general. The majority of Americans want to increase renewable energy production, which points to an incredible revenue opportunity for electric vehicle and clean energy companies alike.

I’ll keep an eye on the next biggest EV and clean energy startup opportunities out there. And in the meantime, if you’re looking for a clean energy opportunity in the stock market, check this out.

My colleague has his eye on a small-cap company that’s quickly becoming a big name in the renewable energy sector. It’s one of a series of companies on the verge of explosive growth that he recommends you consider buying right now.

(He’ll also give you a list of companies you should consider ditching completely.)

If you’re interested in diversifying your portfolio, I encourage you to check it out.

Just click here to get more details.

That’s all from me for now. Please let me know your thoughts by leaving a comment below, and I’ll be in touch with you soon.

Very best,

David Weisburd