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The reverse is also true. Tesla is approaching a million electric vehicles sold, does VW even have 10% of that? 5%? Tesla has a learning curve advantage, specif
by WillPostForFood 7y ago
The reverse is also true. Tesla is approaching a million electric vehicles sold, does VW even have 10% of that? 5%? Tesla has a learning curve advantage, specifically on electric cars.
- Havoc 7y agoIndeed. Learning curves are a tricky beast though. While the incremental benefit during the early stages is enormous, it doesn't act as a particularly good competitive moat. Someone with say a large budget and global operations can easily stomp on it. The fact that VW's INITIAL planned capacity (800 p/d this spring [0]) is almost equal to Tesla's total capacity after all their ramping up should be quite informative as to how fragile Tesla's lead is. The traditional car makers clearly got sucker punched here by a masterful Musk move...but I didn't hear any giants drop yet. Which to me suggests they might be swinging back somewhere in the future. [0] https://insideevs.com/news/380318/vw-id3-production-30-day/ https://insideevs.com/news/380318/vw-id3-production-30-day/
- sgift 7y agoThat only holds true if electric vehicles are (very) different to non-electric vehicles. The jury is still out if that's the case.