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> improving the products way outside of what competitors believed was even possible None of their competitors have said anything Tesla has done is impossible,
by semi-extrinsic 9y ago
> improving the products way outside of what competitors believed was even possible
None of their competitors have said anything Tesla has done is impossible, merely that it's been (and remains) unprofitable without crazy VC funding that Tesla is tapping into.
> by iterating crazy fast on their ideas -- something that conventional car companies will not be able to do
On the flipside - did you ever hear of conventional car companies with the kind of problems Tesla has, where they've overpromised/underdelivered on production rates by 20x - 30x? And they're stuck on elementary things like they don't know how to automate welding metal bits together?
> by showing they can maintain exponential growth until they are dominant force in the market
Can you show me the numbers supporting that claim? Tesla growth e.g. in number of vehicles sold from 2010 to 2016 isn't very different from the total automobile market in the US, which also grew almost 2x in the same period. If you look at it quarter by quarter, it's obviously linear growth for each of their models (Model S, Model X). And their total numbers for cars sold, revenue, income etc. remains at the sub-one-percent level as compared to GM, Ford etc.
- ricardobeat 9y ago> did you ever hear of conventional car companies with the kind of problems Tesla has, where they've overpromised/underdelivered on production rates by 20x - 30x Yes: https://truckyeah.jalopnik.com/why-wont-gm-deliver-its-huge-backlog-of-diesel-chevy-co-1748533129 https://truckyeah.jalopnik.com/why-wont-gm-deliver-its-huge-... It is incredibly common for cars to have 3-4 month back orders. The Model 3 production is actually in-line with the original 'late 2017' start of deliveries, the goalpost was pushed closer later.