Quote:
Originally Posted by burn_this_city
I don't see a moat around Tesla at all. To date they get their batteries from Panasonic. So what are we left with? Electric motor tech? First to market? Cult of Personality?
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Again, there is massive demand for the EV right now. Demand far beyond what Tesla is capable of producing.
Given that demand, and given the fact that the legacy car makers has sunk in billions of dollars into EV vehicles, wouldn't you think Tesla would struggle more with being #1 given everyone seems to think that this is as easy as writing a check, building a factory and selling a vehicle?
It doesn't make much sense to say that anyone can do this, when the demand is there and still nobody else is doing it at the same scale, and yet billions have been spent TRYING to do it.
That being said, I'm not saying that nobody else will EVER be able to do it, but it will take them years to catch up to Tesla. At the end of the day Musk seems to think that the battery storage component of Tesla will be much bigger anyways, so one would imagine that they will sell the batteries to other vehicle manufacturers.