nativewolf
Active Member
I dunno...maybe you are right.
BUT, I think as a strategic and military type plan, Elon and Tesla are trying to do many things at once :
1. Gobble up/ suction/ vacuum up max potential EV demand (both current and latent ) in the $35-55K price band, so that Apple and/or Google will be forced to abandon any serious plans to enter this EV space with their own mass manufactured vehicle. So, I think Elon will keep aggressive pricing to fend off new entrants.
2. Trying to bring in as much Space X type technology into Tesla to keep the rate of technological innovation at break neck speed so that traditional ICE manufacturers will be always be trying to catch up and unfortunately remain years behind Tesla.
3. Simultaneously launching such a young company globally with such advanced mass market product.
4. Wow the iPhone type mindset customer into a new era; where we have to rethink what our cars can do, versus what we can do with our cars.
I am reminded of Wayne Gretzsky's famous quote : I am don't skate to where the puck is, but to where the puck is going to be ".
I believe Elon will seriously ( and is seriously going to ) try to move his puck at great speed on many angles on his 4 dimensional chess board for the next decade......and the traditional ICE manufacturers will really be left far behind with aging plants, aging technology, and aging talent .....and they just will be left in such a confused competitive state.
For better or worse I think you are missing the key ones, which might or might not make your argument stronger or weaker depending upon viewpoint.
Ecosystem- create an ecosystem of charging, autonomous driving, and other systems that are tightly integrated.
Energy- he's creating an energy ecosystem as the battery is the key to the whole thing. power generation/supply is really going to be a key determinant of success. Solar capture/energy storage/to transport.