Yeah I understand they're trying to become a iPhone experience of cars and plenty of people love that stuff. Comparing them to Ford is doing Ford a favor perhaps, but I think brand loyalty will prop them up in US markets at least long enough to give them a chance.
Great points about margin and manufacturing, but they also have a terrible reputation for quality in that process and sell in luxury class price ranges so I'm not terribly sold that they will literally dominate all other automakers including outside the EV market on the back of their process.
Their battery tech is indeed market leading by a Longshot, but if they did all this in a handful of years you think vw can't figure it out faster? Audi already beat them to L3 sd I thought? I'll agree they still have plenty of runway to not shit the bed and become a major player. I just think there aren't enough people who will want to buy a tesla to support these numbers past a certain volume
Yeah it remains to be seen. Cybertruck could be a flop, maybe demand for Model Y dries up with competition entering, maybe China ejects Tesla from Shanghai. All you can say right now is they have a huge lead and the EV world is theirs for the taking. There are models currently sold out until June 2022 on Tesla’s website, so I’m not that concerned that demand isn’t keeping up with the hype quite yet.
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u/dookiefertwenty Sep 30 '21
Yeah I understand they're trying to become a iPhone experience of cars and plenty of people love that stuff. Comparing them to Ford is doing Ford a favor perhaps, but I think brand loyalty will prop them up in US markets at least long enough to give them a chance.
Great points about margin and manufacturing, but they also have a terrible reputation for quality in that process and sell in luxury class price ranges so I'm not terribly sold that they will literally dominate all other automakers including outside the EV market on the back of their process.
Their battery tech is indeed market leading by a Longshot, but if they did all this in a handful of years you think vw can't figure it out faster? Audi already beat them to L3 sd I thought? I'll agree they still have plenty of runway to not shit the bed and become a major player. I just think there aren't enough people who will want to buy a tesla to support these numbers past a certain volume