A year ago, that was true. But as months pass, there are more and more decent EV alternatives. As an example, when I neared the end of my search for an car, I would have purchased a Hyundai Kona over a Model 3 simply because of delivery/build issues.
In 34 months, or less, I will get another car. It will be an EV. It will probably not be a Tesla simply because of stories like this.
It's not even the EV that's the magic. It's the software.
EVERY other manufacturer is basically an assembler - they take, say, Denso's engine controller, a Tremec transmission controller, Delco HVAC controller, Bosch's airbag controller, etc.... and then try to write software in front of all of it. Programming all of those is a logistical and physical nightmare.
The vertical integration of Tesla is what I'm most impressed with. As good as the EV drivetrain is (and it is) -- the fact that Tesla is really engineering almost the whole vehicle is what impresses me most.
Counter-point: My wife's Buick Enclave has a programming issue with the start-stop technology on the engine. Once every so often (who knows how often that is?) - a firmware bug crops up where it loses track of the current value of the camshaft position sensors. So when it restarts, the engine stumbles and bucks. Shutdown and restart clears the issue. They're currently "investigating a fix" - but have been for a year ...
Flipside, if this were Tesla's gas engine (bear with me) - they'd have a firmware update pushed down in days. While I sleep, and the vehicle's in my driveway.
Buick - once they actually work with all the suppliers to develop a fix, is going to need to develop a "calibration", send it out to all of their dealerships, send me a notice in the regular mail, then I'll have to schedule time to bring it into the dealership for hours, while they attempt to flash it until it works.
And THAT is the magic behind Tesla. Electric drive and battery etc is awesome of course - but the full vertical integration is the REAL differentiator ...
Last edited: