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> Both are solved, controlled and executed constantly by other car companies. Executed for ICE cars and their components. They don't have the supply chains for

> Both are solved, controlled and executed constantly by other car companies. Executed for ICE cars and their components. They don't have the supply chains for batteries, inverters, or electric motors.

angstrom 8y ago
If only it was so clean cut. Tesla isn't even operating in all 50 states due to specific laws in 1/2 which prohibit direct sales. This is part of the reason for switching to service centers and transitioning sales completely to app based purchasing. Tesla is driving the biggest wedge of change through the world economy in the 21st century. The impact these changes have will affect everyone who uses, sells, services and advertises automobiles. It's no wonder the amount of outright vitriol the press propagates given the lack of advertising Tesla does.
- rayiner 8y ago
  > Tesla is driving the biggest wedge of change through the world economy in the 21st century. I suspect the press vitriol is because Musk actually believes crap like this. Nobody likes someone who is high on their own kool-aid.
hef19898 8y ago
True. Couple of things on that. Yes, the existing supply chain is not geared towards EVs (which is serious problem in terms of chanel masters and such). Still the knowledge and tools and processes and people are there. Combine that with the fact that an EV is actually less complex an ICE powered car incumbents, I assume, should be able to switch easily (biggest issues being internal struggles keeping them from executing as a lot of powerful people in these companies have to loose a lot). Still, the basis is there as is the purchasing power and the aftermarket activities and such. As far as Tesla is concerned, they have production hell and delivery hell. On top of that I suspect they have a kind of procurement hell as well with Panasonic as one the most important suppliers. Together that results in Supply Chain hell. So while Tesla's SC is geared towards EVs im not sure on the execution side. But this is just my outside point of view.

angstrom 8y ago

If only it was so clean cut. Tesla isn't even operating in all 50 states due to specific laws in 1/2 which prohibit direct sales. This is part of the reason for switching to service centers and transitioning sales completely to app based purchasing. Tesla is driving the biggest wedge of change through the world economy in the 21st century. The impact these changes have will affect everyone who uses, sells, services and advertises automobiles. It's no wonder the amount of outright vitriol the press propagates given the lack of advertising Tesla does.

rayiner 8y ago
> Tesla is driving the biggest wedge of change through the world economy in the 21st century. I suspect the press vitriol is because Musk actually believes crap like this. Nobody likes someone who is high on their own kool-aid.

hef19898 8y ago

True. Couple of things on that. Yes, the existing supply chain is not geared towards EVs (which is serious problem in terms of chanel masters and such). Still the knowledge and tools and processes and people are there. Combine that with the fact that an EV is actually less complex an ICE powered car incumbents, I assume, should be able to switch easily (biggest issues being internal struggles keeping them from executing as a lot of powerful people in these companies have to loose a lot). Still, the basis is there as is the purchasing power and the aftermarket activities and such. As far as Tesla is concerned, they have production hell and delivery hell. On top of that I suspect they have a kind of procurement hell as well with Panasonic as one the most important suppliers. Together that results in Supply Chain hell. So while Tesla's SC is geared towards EVs im not sure on the execution side. But this is just my outside point of view.