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I'm not sure that Tesla showed anyone the blueprint of anything. If the air from the EV hype pops tomorrow, Kia and Hyundai could drop their entire EV lines wit

by bmitc 2y ago

I'm not sure that Tesla showed anyone the blueprint of anything. If the air from the EV hype pops tomorrow, Kia and Hyundai could drop their entire EV lines with barely a hiccup. Tesla, not so much. And it was easy for Kia and Hyundai and others to wait for a market to develop. If anything, they used Tesla for market research, whereas Tesla needed to lean on venture capitalist money, government grants and subsidies, and cutting every corner possible to squeak out a handful of models that they can barely keep up with.

recursive 2y ago
Personally, I think there's very little hype, and no air to be released. There are plenty of EV manufacturers now. But precious few that do it sustainably at a profit. Is it still only Tesla? I don't know who else is breaking even. Perhaps they still have something to learn.