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I mean it will clearly shift perceptions of Tesla being a 1%-only brand to a more accessible one, but the range of vehicles they will have puts them more in competition with any premium brand like BMW or Lexus. That position is the best for Tesla to achieve its goals of mass adoption of EVs...

My question is though, why wouldn't they retrofit a Model S with updated hardware if they want to test on open roads? Would draw less attention, maybe.

Hopefully we can reach 5,000 Model 3 reservations by the end of the month.

^ Sorry, meant to say capital invested in ICE technology.

Very good points. There is so much R&D, branding, physical capital, and human capital invested already for these brands in EV technology. If they focused 100% of their efforts on doing exactly what Tesla is doing for EVs honestly I think BMW/Audi/Mercedes might be able to steamroll Tesla purely...

I think making everything open source would work IF all of the automakers truly wanted to work together, but i think Tesla has to take things a bit further on its own first. Giving everything to other automakers would potentially result in a lot of poor execution and develop distrust of...

For me personally I don't hate the Bolt just for being a competitor - I think competition is great. But we expect a lot more from the competition at this point. Nissan's IDS Concept (The Future of Autonomous Electric Driving) is much more compelling to me. While it is still a concept, at least...

It still blows my mind the way Pam Fletcher talks about the Bolt like Chevy will be the class leader. Really forced marketing speak without a compelling vehicle to back it up. I even recall her in one interview claiming that it was Chevy that discovered the skateboard battery pack configuration...