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Originally Posted by zamler
"The competition is coming" has been the mantra for as long as Tesla has been in business luckily I didn't buy into it both literally and figuratively. Your entire premise assumes Tesla will be frozen in time going forward and every other auto maker will advance in vertical integration, software, economies of scale etc.
I'll send you a PM.
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Not at all - you are being pretty rigid here.
Tesla has had an advantage up until now, and their battery tech is still ahead. But they dominated because they were the only show in town for EVs. But the other manufacturers are miles ahead on building cars, and just need to close the gap on battery tech (which they will, because they are now making the commitment to the platform).
I am not suggesting Tesla is going to sit around doing nothing, with their thumbs up their butts, but the bottom line is that they cannot, and will likely never be able to, build cars as well as the Germans, the Japanese, or the Koreans. Once the battery tech gap is closed, or at least shrunk, the fact that Teslas are pretty poorly built will become a much bigger factor.
Two, five, and ten years ago, if you wanted an EV, you bought a Tesla. Now, there are dozens of choices, and in another 12 months, there will be many, many dozens of choices. The math is pretty simple - where Tesla once had 90+% of the EV market, they are going to soon be just one of many choices.
No matter how much someone loves Tesla, that is just a simple, indisputable fact.