4 ms·
I think at the end of the day they are solving a really hard problem and being one of the few players in the space actually innovating. There is a lot of apprec
by mattsfrey 9y ago
I think at the end of the day they are solving a really hard problem and being one of the few players in the space actually innovating. There is a lot of appreciation and I think customers and fans of Musk and the brand will HODL. They need to get through the hiccups and learn as they go, but ultimately it's a space that has a future.
- avs733 9y agoIt's a space that has a future, sure. But the thing that kills more companies than anything else is failure to execute effectively. Tesla is failing at manufacturing. They have been for a while but they got away with it because their innovation was perceived as far enough ahead. With Nissan, GM, Jaguar, BMW, Porsche, etc. now in the EV space and Uber, GM, Waymo, etc. in the SDC space they have meaningful competition. They have survived on innovative products for a while...they are trying to continue that with the Semi and with the power wall, time will tell if they can actually build them - which is a precursor to just about everything else.
- smt88 9y ago> Tesla is failing at manufacturing This is especially confusing because, of all industries, the general public knows the most about manufacturing excellence when it comes to cars. There have been tons of books written about Toyota, and we've even seen the birthplace of auto manufacturing crushed by that manufacturing prowess. It's practically a religion. Why didn't Musk learn from all that history?