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This take seems really dismissive of the technological lead Tesla has vs competitors, the difficulty of the engineering work, and seems to assume that Tesla wil
by Domenic_S 8y ago
This take seems really dismissive of the technological lead Tesla has vs competitors, the difficulty of the engineering work, and seems to assume that Tesla will stay still while competitors move closer.
There are some nice teardowns comparing T's battery system vs. the BMW i3 and Bolt showing the substantial differences/advantages in tech.
- ineedasername 8y agoI'm not dismissing the tech itself, I'm dismissing it's capabilities relevant to competitors as being insufficient to make those competitors rely on a competing manufacturer for a core component of their car. And also that upcoming competitor vehicles are poised to capture the lower end market before Tesla gets there. Once Tesla gets there they'll have quality associated with their brand to carry them some way, but it may be an uphill battle against competitors who've been entrenched for a few years. I'm not discounting their chances, I'm just saying it's very, very far from an automatic win for them. Far from a pivot to OEM, I'd be more inclined to bet that one of the big manufacturers that is lagging on EV's acquires them.