I have had these controversial thoughts for a while. `Yes VW and others are stepping up with big plans now which they wouldn't have without Tesla showing the way.
However, if you were a CEO of a trucking company, would you consider competing with Tesla at $150k? I would cash cow the ICE business and start making ice cream.
Audi's e-Tron is going to be $100k and do 200 miles. Who will buy that? I think a lot of buyers will kick the can down the road waiting for a car that suits their needs. People have huge egos and do not want some upstart telling them that a Tesla is half the price of their new Audi and drives itself.
I hope I am wrong.. even if it is a slam-dunk for TSLA.
However, if you were a CEO of a trucking company, would you consider competing with Tesla at $150k? I would cash cow the ICE business and start making ice cream.
Audi's e-Tron is going to be $100k and do 200 miles. Who will buy that? I think a lot of buyers will kick the can down the road waiting for a car that suits their needs. People have huge egos and do not want some upstart telling them that a Tesla is half the price of their new Audi and drives itself.
I hope I am wrong.. even if it is a slam-dunk for TSLA.