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Why do people talk about only Ford and GM, as if they’re even relevant in the car world anymore? The danger to Tesla is not these companies, aside from some co
by bmitc 5y ago
Why do people talk about only Ford and GM, as if they’re even relevant in the car world anymore?
The danger to Tesla is not these companies, aside from some
competition in the electric F-150. The real challengers are those like Kia, Hyundai, and the Japanese and European brands. Kia is already making all electric cars, so it’s proof that ICE manufacturers can switch over. Brands like Kia have decades of experience making dozens of different models every year, iterating on them, and creating new ones. Tesla barely manages with three or four models. My Kia Optima SXL has better fit and finish than any Tesla I’ve been in. I also find the Teslas I see on the road very bland. They look like old cars, because they are (in terms of their overall design).
I’ve also been in several Chinese brands, including Nio. Nio blows Tesla out of the water in terms of interior design, and I like the external look better. It’s much more luxurious feeling. We’ve yet to see if Chinese brands can compete in the west, but Nio and WM Motor are very nice cars. There are also several, and I mean several, all electric car makers in China that make quite nice cars. I’ve ridden in several where I was like, whoa, what is this car?
I personally will be quite surprised if Tesla can outlive the hype it’s gotten from first adopters and its poor practices alongside increasing competition.
https://www.kia.com/us/en/ev6 https://www.kia.com/us/en/ev6
- panick21_ 5y agoMaking a few EV is easy, making many is hard. The Japanese have largely closed their eyes to any problem and pretend EV don't exist. VW among the Europeans is the only one that seriously has invested in battery capacity and supply chain. BMW has not even switched to creating dedicated EV platforms yet. Daimler is a huge company that has very high aspirations for profitability and they are partially unwilling to that kill their cash cows. Hyundai is fine and they will be a good in the market.d I mean several, all electric car makers in China that make quite nice cars. I’ve ridden in several where I was like, whoa, what is this car? Nio is small yet and they are selling only premium cars and they are really design for cities in China more then anything esle. > I personally will be quite surprised if Tesla can outlive the hype it’s gotten from first adopters If at this point your are still talking about first adopters you have missed what is happening. The idea that Tesla would go bankrupt is crazy, they literally have years long waiting list for some of their products. Yes, of course they will not have 100% market share. The point is, Tesla is far ahead right now in terms of how many BEV they produce. They are expanding really fast and they are doing really well on margin. They are well ahead of going down the supply chain, making their own cells and even their own battery factories. Tesla has proven to be very porfitable making only EVs, non of the other non-startup companies have done that. In fact they do everything they can to not share that information.
- ghostpepper 5y ago> The idea that Tesla would go bankrupt is crazy, they literally have years long waiting list for some of their products. Plenty of companies have gone bankrupt while customers waited for products - this does not strike me as so unrealistic as to warrant being written off entirely
- panick21_ 5y agoIt was a big risk in 2017 but as long as they can continue to execute their manufacturing its a pretty small chance. It not unrealistic but I think Ford and other OEM are far more at risk then Tesla.