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Definitely agree that it's not just Tesla that failed, but I think the focus on them is because they kind of kick-started most of it. When you're 10 laps ahead
by Draiken 3y ago
Definitely agree that it's not just Tesla that failed, but I think the focus on them is because they kind of kick-started most of it. When you're 10 laps ahead and you still manage to lose the lead, you're gonna be the main story.
The other auto makers don't want to switch to EVs (despite the typical PR showing around it). They were not ready for it and are many years behind. They are doing this mostly out of panic because after Tesla, it's clear that there is a market and people actually want them. Now governments are also starting to force transitions (although force is doing a lot of work here given the time frames).
What surprised me the most is BYD being sold here in Brazil, and other developing countries, when there is basically no charging network. Goes to show how the profile of consumers is different. People in the US still complain about range like they will actually travel from NY to LA, meanwhile people here are buying BYD for the luxury/status/aesthetic of it without even giving a second though about range.
My previous prediction was that it would be similar to the US where we'd only have adoption after there was progress in the charging front, but I was thoroughly wrong. People in these countries are more than happy to "sacrifice" in that front for a very expensive good looking car. It's more about the status than anything else since we don't have EV subsidies or anything similar to make it advantageous financially (at least to my knowledge).