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Tesla was always going to lose the EV battle in the long run - if not to VW and co, then to BYD and co. This lets them pivot to something where they have a hug
by malermeister 3y ago
Tesla was always going to lose the EV battle in the long run - if not to VW and co, then to BYD and co.
This lets them pivot to something where they have a huge moat.
- bluGill 3y agoThey have less a moat here. Anyone can buy a level 3 charger and install it. while the economics of that are not clear, they are becoming clearer as EVs catch on. Many gas stations are looking at if chargers make sense long term, and if it does they will also install chargers.
- hnburnsy 3y agoSeems like the auto market is plenty large enough for multiple winners.
- kcb 3y agoWill Tesla slowly reduce market share as the market grows? Yes, But I don't see a situation where Tesla doesn't have quite a while of sales growth and best in class EVs.