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This might be true today, but will it hold in the medium/long-term future? The precise concern is that the existing manufacturers aren't paying attention to th
by snoshy 6y ago
This might be true today, but will it hold in the medium/long-term future? The precise concern is that the existing manufacturers aren't paying attention to the upstart that could conceivably eat their lunch in the medium-term future.
The pivotal question here is whether the existing manufacturers are simply burying their heads in the sand, or are ignoring the growth of EVs due to a principled strategy that has legs. That case has not been made sufficiently clearly, if it even has any merit, in my opinion.
- s1artibartfast 6y agoMy point is that I don't see any reason to believe it won't hold true in the medium/long term future? Do they have any interest in fighting for the EV market now? Are there barriers to entry that can stop them from leisurely moving in one the technology has wider adoption and maturity?
- snoshy 6y agoA single data point certainly does not make a trend, but VW has actually tried to compete and had to change their tune rather quickly by admitting that Tesla has a sustainable lead in the EV space.
- s1artibartfast 6y agoI think that is fair evidence suggesting that tesla can hold its own in the EV space. That said, Im not convinced that this is an existential threat for any of the top manufacturers. If tesla has the entire EV market for the next 10 years, it will become on of the top manufacturers, not eliminate them. Hell, they could even be synergistic. Tesla charges a consumer premium for clean EVs, sells the credits to auto manufacturers, who get to sell high profit/ low mileage vehicles.