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Tesla's electronic platform is at least a generation ahead of big auto makers. Confirmed from my friends at Shanghai auto. Other good things are the software pl

• peteradio 6y ago
  So Tesla is like 6 months ahead w/ some modest differentiators and no moat for those differentiators? I think Tesla is doing good things and Elon is some fresh air but still I don't see the competition giving all their customers away (or even a huge portion). Isn't it customers that matter?
  • justicezyx 6y ago
    Where is 6 months coming? I routinely hearing people in auto supply industry claims 3-5 years is usually how a new component enter market with serious adoption. For system like Tesla's entire electronic, 5-10 years seems what they are speculating.
    • peteradio 6y ago
      > Where is 6 months coming? My pooper. Thanks for clarifying the timeline, that is something if true.