lolachampcar
Well-Known Member
We have a recent example where someone did arguably leap frog Tesla.The industry will never truly catch up to Tesla, because they don't innovate. They have all been safely making all their products similar to reduce consumer choice and hedge their bets that everything being close to a competitor is safe.
Now they are trying to copy Tesla out of necessity, and that is not innovation. So they may end up copying what Tesla is doing now, but they are entrenched in decades of churning out the same incremental crap year after year, so good luck leaping ahead of Tesla. They will do just enough to give customers an option other than Tesla, and that is where they will stop.
The dings against Tesla's performance sedan were that it was a one trick pony that could only perform that trick once. They were an initial acceleration marvel with bad interior, handling a build quality.
Porsche steps in with the Taycan and addresses some of those issues. Being a small company with low production runs and heavy on engineering, they were best positioned to do something like this. It was a bit of a success in that it was as fast (faster), had Porsche build and attention to detail and even had some reasonable range. That was a German car manufacturer doing the very best they could. It was not a bad effort.
With the Plaid, that window has closed. Any advantage the Taycan had (apart from being a Porsche) has evaporated and yet that is what Porsche is stuck with for many years.
Looking forward and playing off what others have posted, Tesla's big game in the car arena is the 3 and Y. I am amazed with the Y and think they have knocked it completely out of the park. Someone stepped up to challenge the S and Tesla has responded definitively. The now canceled + will be the updated Plaid in a few years so good luck to anyone thinking they will target the Plaid today.
Backing out to a larger picture view, Elon's fascination with cars and the machine that builds the machine is short lived in comparison to the bigger picture items. In 50 years we may be talking about how Tesla changed the automotive industry but will it really be a big deal that Tesla replaced GM? Probably not. What will be a big deal is the advancement in battery technology that accelerated so many other industries (power generation for one) in addition to the automotive industry. In addition, we will be steeped in AI. I see these two things, along with the SpaceX efforts, as the long term game changing activity. Tesla does cars but really seems a battery and AI company to me.