3 ms·
> so there isn't much of a moat there Tesla has not succeeded by building 'moats' (an anti-competitive concept favoured by monopolists). Tesla has succeeded an
by oska 4y ago
> so there isn't much of a moat there
Tesla has not succeeded by building 'moats' (an anti-competitive concept favoured by monopolists). Tesla has succeeded and continues to succeed by their pace of (real, not fake) innovation, and there have been no signs, in my opinion, that they are losing this edge. Rather, again in my opinion, they continue to pull away from the major car manufacturers on this front.
- pwinnski 4y agoAnd yet MKBHD notes that a Chevy that sells for $30k matches his own Tesla Model S feature-for-feature[0]. It's easy to quibble about that, of course, but the Chevy costs 30% as much. Hard to see how Tesla is "pulling away" from anybody in 2022. 0. https://www.youtube.com/watch?v=NuaFJTQMoPI https://www.youtube.com/watch?v=NuaFJTQMoPI
- oska 4y agoCan GM produce this car in volume and with any sort of profit margin? i.e. Are they getting anywhere near Tesla with its manufacturing and battery production innovations? If you can show me they can and they are then I'll be interested. I'm interested in business facts, not sponsored endorsements by influencers.
- pwinnski 4y agoThey're shipping 70k this year as demand rises, which it is mostly doing because of the big price drop between 2022 and 2023. So yes, it appears that they can produce them in volume and make money doing so. P.S. Pretty sure MKBHD isn't getting paid by Chevy. His sponsors are phone/tech companies, even on his car-focused videos.
- deleted 4y ago[deleted]