electracity
Active Member
Tesla is in a race to scale up before legacy automakers or major new deep pocketed players like Apple are building EVs at a true mass market scale.
Long Term Tesla can't survive on Porsche like 200k units per year volume.
Yes. I think it is underestimated how much the EV race has accelerated. This acceleration is not not about product at this point, but investment. The unexpected large drop in battery prices is one outcome. Straubel has commented more than once about how much EV parts have dropped in price. This is also a symptom on the industry turning towards EV.
Tesla really doesn't want a rapid turn towards EV. Fortunately it looks like Mercedes, VW, and Hyundai will be building multipurpose platforms to introduce as long range EV.