Tesla EV Competition

Tesla is a relatively new company. What's hard for them right now is scaling up production. That shouldn't be hard for the existing car companies out there. Additionally, Tesla have made their battery technology open source in order to drive competition and allow (read: motivate) other car manufacturers to build EVs. So basically, Tesla have already laid all the groundwork. The fact that all the other car manufacturers haven't brought something to market yet shows that they are dr

Tesla currently has a lead in:- battery range (the tech and battery production capacity doesn't disappear with the manager)- charging network (passing 1,000 stations)- autonomous driving (miles recorded and in all kinds of traffic and weather)- selling online and through own dealers in malls as opposed to through independent dealers in the outskirts of town- integrating electric into every part of the car design- over the air updates- brand (you don't think f Nissa

Tesla will be fine, for several reasons:1. They're way ahead of everyone else in terms of energy efficiency. Compare a Model S or X to the Jaguar iPace or Audi e-tron - the Tesla gets 30-50% more range out of the same size battery. That's a big gap.2. Super chargers - other manufacturers have to rely on really spotty networks of third-party charging stations that are unreliable, and add friction for their customers (have to have the right card and the right connector, etc.). Tesl

Probably not, but they don't care about Tesla either. Tesla is pretty far from being a car industry incumbent. Basically, Tesla is doing all the dirty job of validating the market for the incumbents.Companies like VW actually have the know-how and years of experience to scale any electric car ambitions very rapidly. Tesla is still trying to figure out how to mass produce cars and based on the current velocity of the Model 3 production they still have a bunch of things to learn and figure

People said this 3 years ago too, arguing Tesla was too big. guess what: it got way bigger. Tesla is forcing other brands to have to adapt or die. They are way behind Tesla in technology, infrastructure, and marketshare for electric vehicle and battery tech.

Or Blackberry/RIM but the same. Basically the market has priced in that while existing car manufacturers have more sales, they are essentially dying and they need to come up with a car that is competitive to the Tesla electric offerings to compete. And so far they haven't shown the ability to do that.

Not necessarily. Almost all car manufacturers are anticipating this kind of transition and have back up plans already [1]. I bet Tesla will become what Apple is to smartphones and then the rest will gradually pace up and someday attain equilibrium (or even overshoot) with Tesla's roadmap.For example, a lot of manufacturers are already developing electric vehicles for masses, just that they don't want to get their feet wet and they want someone else to do it first , so they can just jump in an

Tesla will face real problems once old school car manufacturers ramp up their EV production

Yes, people think Tesla is more valuable than the other car markets combined. I honestly don't see the ICE manufacturers really having an edge when it comes to the future of transportation. If anything, I see them having a huge liability - that is a large workforce to reskill, pensions to pay, antiquitated plants to upgrade/maintain, old supply chains to wind down, new supply chains to wind up - if anything, newer entrants into the electric vehicle racket have an advantage.

Absolutely not! I think EV's will succeed. The real signal to me will be effective competition across all segments of the car market. At the moment, the non-tesla cheap alternatives are drastically range limited in many cases, and also undersold and under-available. I've been reading blogs for 2 years waiting for the AU market to bust open, to no avail.My dream is an ioniq, or for Nissan to wise up and fix the problems with their battery model (rental?) or for a european manufacture