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I agree... Any alternative has two core issues... Adoption curve issues and scalability/potential. What do you do when adoption is 2%, 20%, etc. If issues exis
by dalbasal 3y ago
I agree...
Any alternative has two core issues... Adoption curve issues and scalability/potential. What do you do when adoption is 2%, 20%, etc. If issues exist at 5% adoption rates can't be solved, those at 50% will never be relevant.
Toyota's much talked about new line on EVs is all about this. Elons intital (underpants) plan for Tesla was all about this. Not just destinations, destinations with passable pathways.
There are easy places to get started. Buses, trucks, specific locales that can be served by dedicated fueling facilities. To make that a useful plan though, you need to be able to reach level L+1 from L, and a realistic vision of pathways to L+n.
I'd also note that it was mostly Tesla's financiers that made an "investment case" where Tesla's potential is proportional to the EV market broadly.
Tesla's Elon strategy never (openly) looked beyond model 3. Cubertruck is strategic, but not in a sense that has much to do with EV adoption rates in general.