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Great, more opportunity for Tesla to scale up and eat their lunch. Innovator's dilemma at work.

• kazen44 9y ago
  The problem is, tesla is not a car manfucturer. They make a tiny amount of cars compared to the masses that BMW, VW and the likes produce. Also, tesla has an enourmous fault tolerance compared to these guys, not to mention they produce cars which are quite more complex. You cannot afford to "patch up" cars if you are producing thousands a week, that would make you run out of money very quickly.
  • this_user 9y ago
    Given their repeated failure to reach their target on production numbers for the Model 3, their lack of experience in mass production really seems to be the problem. The question then becomes whether Tesla can figure this out before traditional car companies catch up to them in terms of technology. If they do manage to capture the EV mass market with the Model 3, the others will likely be in trouble.
  • Robotbeat 9y ago
    The original target for the Gigafactory was 500,000 cars per year by 2020. They have a pretty good chance of actually exceeding that. The increased the aggressiveness of their own schedule. If they hadn't, we'd either be marveling at the speed of their scale-up. So, it gives their competitors ability to point and laugh a little bit longer while avoiding investing in EV ramp-up.