I've literally never read a Tesla forum and certainly am not a Tesla fan. I wouldn't buy one myself for a few reasons, including servicing issues when you're not in a major center, and they're expensive for what you get imo. This is the only forum I've ever posted on or really read. My info comes mostly from a wide range of energy transition podcasts, and I really only listen to ones that feature actual experts in their field. I'm as fast from a tech bro as you can get. Just a nerdy Pharmacist who finds the whole energy transition fascinating. I too was a bit confused about the term OEM being used that way, but can use a better term "legacy automakers" from here on out.
But for context, here's McKinsey using the term that way:
https://www.mckinsey.com/industries/...les-profitable
International Energy Agency:
https://www.iea.org/reports/global-e...orate-strategy
Forbes:
https://www.forbes.com/sites/sap/202...supply-chains/
Deloitte:
https://www2.deloitte.com/us/en/insi...ends-2030.html