tonyz1
Member
Maybe, quality is a form of product differentiation. I think the main issue is that Tesla only has one lever that it can pull today - price. It might be a major competitive advantage but that was the same lever that the Detroit automakers tried to pull in the 1990s and early 2000s when customer demand was moving in different directions and they only pushed out tired stale products.Do you really think all those Japanese auto makers were magically able to focus on the quality from the beginning before they come over the the US market?
It'll be interesting to watch 2023 in the EV market - it will be price vs customer differentiation. Do customers all want the same EV that's been on the market for a long time or will they choose many of the new options available that's more targeted to them.