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> Makes one wonder if Tesla's best days are in the past. Their days of biggest EV market share? Probably. Their best days however? I doubt that. Compared to o

> Makes one wonder if Tesla's best days are in the past. Their days of biggest EV market share? Probably. Their best days however? I doubt that. Compared to other car manufacturers Tesla currently has the following advantages: - multiple years of technical lead (giga casting, structural battery pack, 4680 cells, ...) - no corporate debt - way better gross margins - much higher production numbers - a supply chain which is already able to support their high production numbers > Even if the Cybertruck is delivered in 2023, how can it possibly compete? All car manufacturers are currently supply constraint when it comes to EVs and I believe that'll still be the case for a few years going forward. While supply already increases, demand seems to increase even more, based on the lead times when buying a new EV. In such a situation every manufacturer will be able to sell every EV vehicle it can produce without having to worry about what their competitors are doing. Once we reach the point that there is more supply than demand, Tesla can easily lower their prices thanks to their high gross margins to a point where other manufacturers can't compete by price anymore. Once that happens I expect some car manufacturers to go bankrupt, leaving Tesla in an even better position than before.

paulmendoza 4y ago
You understand
hitovst 4y ago
I think it is to Tesla's long term advantage that they don't seem to constrain themselves to the norm. Despite the ridicule, there is a reason why Teslas are shaped the way that they are. I think that their willingness to offer an optimal design, regardless of familiarity, will mean that they're known for superior range and performance.. and I think a year or two after Cybertrucks have been in the wild, the stainless steel body will prove to be valuable. Having said that, I think it is probably a good move by Ford to essentially fit the 150 as an EV, and keep the minimum price point. Over the long term, it may be that Tesla's designs are optimal, but in the short term, Ford is offering a popular design as an EV, which should be immediately accepted, and get them in the EV market. The one thing that struck me as a possible issue with Ford's customers is the embracing of the two way charging, and the selling of Lightning as a backup battery for the home. While it is possible, it may not be a very good idea outside of an emergency situation, and could lead to disappointment in the battery life.

paulmendoza 4y ago

You understand

hitovst 4y ago

I think it is to Tesla's long term advantage that they don't seem to constrain themselves to the norm. Despite the ridicule, there is a reason why Teslas are shaped the way that they are. I think that their willingness to offer an optimal design, regardless of familiarity, will mean that they're known for superior range and performance.. and I think a year or two after Cybertrucks have been in the wild, the stainless steel body will prove to be valuable. Having said that, I think it is probably a good move by Ford to essentially fit the 150 as an EV, and keep the minimum price point. Over the long term, it may be that Tesla's designs are optimal, but in the short term, Ford is offering a popular design as an EV, which should be immediately accepted, and get them in the EV market. The one thing that struck me as a possible issue with Ford's customers is the embracing of the two way charging, and the selling of Lightning as a backup battery for the home. While it is possible, it may not be a very good idea outside of an emergency situation, and could lead to disappointment in the battery life.