[zamler]

Originally Posted by Fuzz

I'm honestly not sure how true that is. I suspect, since they all seem to be on the same path, they looked at it 5 years ago and decided then was not the time, but were working all the same behind the scenes. A lot has changed in 5 years, and the economics start to make more sense, along with the cultural shift.

What other auto maker is building out giga style factories to produce billions of battery cells? Economies of scale don't work themselves out you have to start, then streamline. That process doesn't fall from the sky.

You may see it as being behind, I think it's more like good timing.

First mover advantage is real.

Surly had Tesla had the timing right, they wouldn't have struggled so much with profitability and hitting their pricing targets.

Build out costs, that is why Tesla is not making money hand over fist. I am baffled how so many people don't realize this.

At least a few of the other giants would have jumped in, had it seemed like a market worth entering at the time. The fact that none did, and now they all are doesn't strike me as being caught off guard. These companies aren't dummies.

The evidence points to the legacy auto makers being big fat stupid dummies. They have let Tesla go uncontested in the fasted growing segment, and are sitting around while Tesla is doing all the hard stuff to make energy storage in mass quantities. And as I keep saying, they are hopelessly behind in software.

Well, some are. But all of them? Not likely. Tesla has had a good run competition free, but they are in for some real challenges from companies that have a lot more experience and brand power than they do.

The legacy auto makers have competition and they are doing just fine, why do you think Tesla can't compete? Because the other auto makers have been in business longer? Why is there room for dozens of auto makers but as soon as Tesla has competition they are doomed.

5 years ago I listened to experts claim as soon as the established brands start making EVs it's game over for Tesla. In that time Tesla has gone largely uncontested, the "killer" EVs from Mercedes, Jaguar and Audi sell in low numbers, are expensive, have less range/efficiency, way worse software, and worse packaging.