iPace and Kona directly target Tesla people. These are not more compliance cars, these are the first serious competitors.
The Jag Drag race, Kona "you're move Elon" billboard are for Tesla people, hey look at this.
Future demand is still an unknown so folks who already own a Tesla, or sit on a waiting list are the current target. You are the known quantity. You are it.
VW's Mueller making remarks about reigning in Tesla.
In 3 years, 6 at the most (?)
This is significant, the world's largest mfr, who make 10 million (?) cars a year, talking Tesla?
Germans being generally tweaky about T performance?
This rookie space cowboy dreamer who they no doubt shared some laughs about has scooped the lead, owns the mind share and the forward thinking.
This could not happen. This was Not Possible. The experts, all proven wrong now, were right. You can't do that. Nobody ever did that.
There are still some aspects of denial. Evidenced in the the "we will bury you" thread from the VW fan yesterday.
The score is 10 million to 52 and he is nervous.
In their heads.
So in a significant, history changing way Elon has won.
He changed the thinking, changed the direction. One man did that.
A remarkable achievement.
Now he is far from done, but it seems like this moment merits being designated the end of the beginning. A new course is set.