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The presentation is lacking the words electric and battery. Seems like Fiat Chrysler Automobiles did not see Tesla as competition in 2015. Another headline toda

The presentation is lacking the words electric and battery. Seems like Fiat Chrysler Automobiles did not see Tesla as competition in 2015. Another headline today report automotive industry is still in shock of Tesla's success(2020). The innovators dilemma is real and confirmed.

phkahler 7y ago
>> Another headline today report automotive industry is still in shock of Tesla's success I'm still in shock at Tesla's success. Not that they managed to get where they are, but that they didn't go under. I can't help thinking there are larger forces at work behind the scenes. The other car makers have refused to compete head-to-head with them. EVs seem like something they want to have eventually, but they don't seem to have the will to make it happen.
- marvin 7y ago
  It's textbook Innovator's Dilemma. Can't cannibalize your existing product. Good idea, but let's do it some other time. The someone else does it instead. Whoops.
- grecy 7y ago
  > they don't seem to have the will to make it happen. They have litereally hundreds of billions sunk into R&D for internal combusion engines that only made sense because it was going to provide return on investment for decades to come. They also hae hundreds of billions invested into precision tools to cast and machine crankshafts, pistons, exhausts, transmissions and all the other components an internal combustion engine vehicle needs than an EV doesn't. I'm sure there are tons of people working at legacy auto-makers who want to focus on EVs, but it's going to sink them if they try.
- bsder 7y ago
  > The other car makers have refused to compete head-to-head with them. Because all their profit comes from SUV's. The big auto manufacturers would simply stop producing most of their low end cars if they didn't have to meet fleet efficiency numbers.
  - 7532yahoogmail 7y ago
    Agree. In the US it makes sense to eliminate cars; consumers have voted for SUVs. I guess Detroit will need EV SUVs. I find pharma's roic and ebita suspiciously high; pivot to healthcare cost inflation. And I am surprised by retail numbers. Still the OP's point stands ... A damn interesting read btw. There are other articles talking about what Tesla has done to Germany. Their combustion based cars are falling in sales. The number 1 purchased EV is tesla not German. Yikes!
cat199 7y ago
> The presentation is lacking the words electric and battery. True, but not really important to the points of the presentation - that one-off/non-consolidated parts are where the costs go, and making these uniform through consolidation will increase efficient use of K

phkahler 7y ago

>> Another headline today report automotive industry is still in shock of Tesla's success I'm still in shock at Tesla's success. Not that they managed to get where they are, but that they didn't go under. I can't help thinking there are larger forces at work behind the scenes. The other car makers have refused to compete head-to-head with them. EVs seem like something they want to have eventually, but they don't seem to have the will to make it happen.

marvin 7y ago
It's textbook Innovator's Dilemma. Can't cannibalize your existing product. Good idea, but let's do it some other time. The someone else does it instead. Whoops.
grecy 7y ago
> they don't seem to have the will to make it happen. They have litereally hundreds of billions sunk into R&D for internal combusion engines that only made sense because it was going to provide return on investment for decades to come. They also hae hundreds of billions invested into precision tools to cast and machine crankshafts, pistons, exhausts, transmissions and all the other components an internal combustion engine vehicle needs than an EV doesn't. I'm sure there are tons of people working at legacy auto-makers who want to focus on EVs, but it's going to sink them if they try.
bsder 7y ago
> The other car makers have refused to compete head-to-head with them. Because all their profit comes from SUV's. The big auto manufacturers would simply stop producing most of their low end cars if they didn't have to meet fleet efficiency numbers.
- 7532yahoogmail 7y ago
  Agree. In the US it makes sense to eliminate cars; consumers have voted for SUVs. I guess Detroit will need EV SUVs. I find pharma's roic and ebita suspiciously high; pivot to healthcare cost inflation. And I am surprised by retail numbers. Still the OP's point stands ... A damn interesting read btw. There are other articles talking about what Tesla has done to Germany. Their combustion based cars are falling in sales. The number 1 purchased EV is tesla not German. Yikes!

cat199 7y ago

> The presentation is lacking the words electric and battery. True, but not really important to the points of the presentation - that one-off/non-consolidated parts are where the costs go, and making these uniform through consolidation will increase efficient use of K