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And when that doesn't happen, you'll come up with your next theory. The goal posts will keep moving until one day you'll run out of things to say and the compan

And when that doesn't happen, you'll come up with your next theory. The goal posts will keep moving until one day you'll run out of things to say and the company is a behemoth capturing a percentage of all car sales (not just electric). That's been the dynamic with Tesla since the company was started.

cosmodisk 6y ago
Personally I couldn't care less whether they succeed or not. I'm not blind either and I'm fully aware how big a flame they put under the industry's ass and how everyone started working on similar projects. All that aside, I still think that they will be facing huge competition from other manufacturers once they are fully on board with electric models. Who knows, maybe Tesla will drive fast enough and will be no.1 manufacturer in 10 years time,I don't have crystal ball for that. It is, however, dangerous to ride on positive news only, disregarding any other opinion if it doesn't match yours.
- askafriend 6y ago
  I don't disagree with anything you said there! In fact I agree with your measured take. I only wanted to push back against this part from your original comment: > At that point Tesla may become no more than Dachia or Kia. The future is already here, and it requires these old car companies (Ford, GM, etc) to not only become electric car companies, but also become computer hardware and software companies. Many many manufacturers will fold in the coming years or be absorbed by larger conglomerates because they simply won't be able to compete on these vectors. The advantages/efficiencies these old car companies have spent decades building are being rendered irrelevant. And that's the real problem for them. The risk isn't that they can't compete, the risk is that whatever they put out is irrelevant. Think iPhone v. Blackberry. It's not just about making a new type of car. It's about building a new kind of company entirely. The worst case scenario is Tesla gets acquired for a godly sum of money - not that it goes under or becomes the next Kia. Tesla's battery production capacity very well makes the company one of national strategic interest.

cosmodisk 6y ago

Personally I couldn't care less whether they succeed or not. I'm not blind either and I'm fully aware how big a flame they put under the industry's ass and how everyone started working on similar projects. All that aside, I still think that they will be facing huge competition from other manufacturers once they are fully on board with electric models. Who knows, maybe Tesla will drive fast enough and will be no.1 manufacturer in 10 years time,I don't have crystal ball for that. It is, however, dangerous to ride on positive news only, disregarding any other opinion if it doesn't match yours.

askafriend 6y ago
I don't disagree with anything you said there! In fact I agree with your measured take. I only wanted to push back against this part from your original comment: > At that point Tesla may become no more than Dachia or Kia. The future is already here, and it requires these old car companies (Ford, GM, etc) to not only become electric car companies, but also become computer hardware and software companies. Many many manufacturers will fold in the coming years or be absorbed by larger conglomerates because they simply won't be able to compete on these vectors. The advantages/efficiencies these old car companies have spent decades building are being rendered irrelevant. And that's the real problem for them. The risk isn't that they can't compete, the risk is that whatever they put out is irrelevant. Think iPhone v. Blackberry. It's not just about making a new type of car. It's about building a new kind of company entirely. The worst case scenario is Tesla gets acquired for a godly sum of money - not that it goes under or becomes the next Kia. Tesla's battery production capacity very well makes the company one of national strategic interest.