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> How will Tesla be competitive with the Mercedes, BMW, Audi, VW, Porsche, Lexus, etc. electric cars coming out in the next few years? It may not be a good idea
by audunw 8y ago
> How will Tesla be competitive with the Mercedes, BMW, Audi, VW, Porsche, Lexus, etc. electric cars coming out in the next few years? It may not be a good idea for Tesla to buy more plants. Maybe they should look for a buy out.
That all depends on how successful the continued ramp-up of Model 3 is, and how fast they can ramp up Model Y.
Once the production line for those two are running smoothly, I'm sure they can continue to bring the price down, and I'm sure they'll stay ahead of the others in this regard. I think the heavy focus on automation was a mistake in the short term, but they'll still gain from it in the long term once they've de-automated the things that don't make sense. Trying for something hard like that always leaves you with some new innovative methods that actually work.
Once they have one truly mass-producing production line, they're safe as far as I'm concerned. Once the bring-up and capital costs of it starts to be written down, they can at least make a couple of model just as cost-effectively as other manufacturers.
Once the Model 3/Y is stable I'm sure they'll bring some of the development in battery cells/packs back to the S/X. Perhaps the motor as well. If they came out with a new model right now I'm sure it'd be cheaper and more profitable than the Jaguar I-Pace. But that's not their focus atm.
There's still some uncertainty for Tesla ahead, but I think they're over the worst of it. There's good reasons to be optimistic.