Quote:
Originally Posted by GGG
If you look at the current luxury car market you can start creating boundary’s around how far the Tesla Brand cache will carry. Looking at Zamlers chart I wonder what Lexus and other premium brands per sale profit is. There isn’t really a reason that as the market matures that the luxury vs non luxury premiums will change.
Apple is the largest / second largest supplier of phones. There is no reason to believe that in a mature car market that you will be able to charge premium prices and capture that significant of a market share like you do in the phone market.
So what you end up making a bet on is supply chain. You are betting that Tesla can continue to supply batteries at a faster rate than other manufacturers or maintain a technological advantage on batteries or charging systems. This may be a reasonable bet.
However betting that Tesla becomes apple and is able to expand market share while maintaining a premium price point without a technological advantage does not seem like a good bet.
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That's a good point. Cars are too expensive for a premium brand to dominate in sales numbers. I'm sure a lot of us would like to own a cooler or fancier car but when that costs me $500/month extra for 3-5 years - I think twice. The phone price difference is $500 once or like $10/month for a few years.