4 ms·
Finally, the EV battle is getting exciting! I'm very curious who will win the race to the middle, that is mass EV production: either (1) Tesla becoming a mains
by ckastner 9y ago
Finally, the EV battle is getting exciting!
I'm very curious who will win the race to the middle, that is mass EV production: either (1) Tesla becoming a mainstream car manufacturer, or (2) the mainstream car manufacturers learning to do EVs.
I'm inclined to favor the Big Auto. I believe they can easily catch up with Tesla's EV technology, whereas Tesla will have a hard time ramping up production to Big Auto scale.
- cJ0th 9y agoI could imagine that this isn't just about manufacturing but also emotions. That is, do people want an "exciting" new brand or will owning an Audi, BMW, Mercedes ... stay a status symbol?
- lttlrck 9y agoBig auto has been doing badge engineering for a very long time, they’re already experts at playing with your emotions.
- cJ0th 9y agoThat's true. In the past, however, they never had to deal with a new competitor as "cool" as Tesla.
- WorldMaker 9y agoPerhaps Shelby Motors or DeLorean Motor Company would have a word on that subject?
- devy 9y ago> I'm inclined to favor the Big Auto I tend to agree with you due to manufacturing scales and manufacturing excellence. Tesla still has a long way to catch up.
- ZeroGravitas 9y agoMy money is on pure electric brands from China winning. The entrenched western groups have too much inertia, and Tesla will point the way but will get bogged down fighting those other corporations and their own government for sane policies. Chinese corps will set up EV only marques and allow them to freely attack ICE competitors where it hurts, even if they don't initially rake in high profits, giving them a feel good halo and they'll get sensible long term support from their government. At the moment Nissan, Hyundai and Mitsubishi are good mid-level electric options and I can see new Chinese entrants sweeping them aside as they take the whole market.
- mariushn 9y agoWhat are some of those new Chinese entrants?
- ZeroGravitas 9y agoBYD is a battery maker that also does electric cars and buses now. Warren Buffet has invested with them. Geely have bought Volvo and also make the new hybrid London Taxi, and are trying to make a delivery van platform from it.
- Caveman_Coder 9y ago> "I'm very curious who will win the race to the middle..." I know its the not the "race" you're talking about, but the real winners will be the electric power transmission line owners in a market system. Transmission line companies will be the new oil companies...