I haven't been in the auto industry for a number of years, but the following is my educated impression. On most aspects (drivetrain, body, safety, etc), tech wi

I haven't been in the auto industry for a number of years, but the following is my educated impression. On most aspects (drivetrain, body, safety, etc), tech will be comparable. Where Tesla tech wins is in battery technology (good chance Toyota and Mazda will start buying Tesla battery packs instead of developing their own), and Autopilot. Other manufacturers are working on autonomous vehicles, and they will probably be pretty good, but Tesla has a first-mover advantage in terms of training data and real-world usage (which will be very valuable), and they're also much more culturally aggressive about deploying new software technology than the major manufacturers. Yes, they can catch up in those regards, but likely not for the next ~5 years or so which is going to be the crucial time period in terms of capturing the market.