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I agree with a lot of what you've said here but I don't think anyone is legitimately catching up. There are all kinds of announcements but no one else really bu

• reitzensteinm 8y ago
  It's going to take time for the industry to ramp up volumes, but my sense is the commitment is there now. Many EU countries are banning new ICEs in just 11 years; that's not a lot of time to make a full transition. If Tesla went bankrupt tomorrow, I don't think the overall ramp would slow down much, and it'll ultimately end with production far higher than what Tesla alone can achieve. If Tesla (and Nissan) never existed, this entire timeline may have been offset by 5-10 years. I believe they deserve credit for lighting the fire, but by now it's self sustaining.
• wil421 8y ago
  The big ones are doing things at a scale Tesla can only dream of. It takes a lot of time to change production lines and the big ones don’t have much incentives to switch off ICE. The governments need to help us here. Ford sold one million F-150s last year. A F-150 every 29 seconds. That’s only one model. Without going off on a tangent, large companies aren’t able to innovate like smaller companies can. They prefer to buy or partner with smaller company to build someone, Mazda developed the old Ford Ranger. Ford just invested $500m in Rivian.