Quote:
Originally Posted by Table 5
The one thing that Tesla has though is desirability. They are the only American car brand that has true luxury cache to compete on the level of the Germans and Lexus, and thus should be able to charge premium prices. Ford and GM have been struggling with that for decades now. It's not something you can buy or scale up to.
I think electric cars are sucking out all the fun of cars, but I would like to see Tesla succeed in the long-term. I like seeing companies who takes true risks get rewarded.
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Do you think in 5 years, if MB, BMW, Lexus, Volvo etc have electric power trains, that people would still chose a Tesla though? I'm dubious about that. The car industry is full of innovators that got run over once the big guys caught up.
I get that today, Tesla is the obvious choice for a unique vehicle with an electric power train. I'm just not sure that's going to be the case going forward.