3 ms·

I suspect part of the reluctance aside from their considerable sunk costs involved with their own supply chains, vast hierarchies and subdivision vested career

I suspect part of the reluctance aside from their considerable sunk costs involved with their own supply chains, vast hierarchies and subdivision vested career interests, and just plain stubborness is a worry that they would be commodified if they all depended upon Tesla technology as their common core.

AtlasBarfed 6y ago
Even if VW and GM are successful in switchover, there will be a host of companies on the outside looking in that Tesla could make money off of for decades. Tesla also could acquire many of these companies as they become irrelevant to gain instant market share. Full supply chain commodification is probably 25 years away, especially since a vertically integrated supply chain for EVs for battery and motors will be a major advantage. Of course, a big leap in solid state or other techs could evaporate these vertical integration advantages, and batteries will probably change quite a lot in the next decade.