The more I learn about Tesla, the more I confirm my suspicions as I looked at technology growth and pondered as to why legacy automakers seemed to always lag decades behind, failing to implement widely used technologies we saw appear in so many other consumer products.
It was frustrating for me owning cars over the years and being so consistently disappointed, while working in tech industries and knowing they could do this or that much better. Granted, finally, they began including many up-charge items, like cruise control, AC, power locks/windows, etc. as standard features. They could have done so much earlier, and brought more innovation to their products as well. Seeing Tesla do this as a matter of course is the proof that it can happen in the auto sector as easily as it did in computers, entertainment products, etc.
Looking back with a perspective now based upon what Tesla has done, and is doing, in regard to actually keeping their product on the cutting edge of tech it seems almost disrespectful to a consumer the way the legacy OEMs have dragged their feet, unable to innovate and improve both the product and the manufacturing process.
Tesla has demonstrated that not only can it be done, but, it can be done quickly enough to completely disrupt the entire sector. In doing so they have pulled back the curtain on the "wizards" of legacy auto to show how they only made improvements when they had to, rather than doing so as a matter of pride in their work. They have been resting on their laurels since sometime shortly after the transition from horse and buggy. Is it any wonder that so many of them, and the ideology from top management down to union workers on the line, will at best struggle to remain relevant in the least degree if they don't go away completely.
I say bring the MM's up and downs, the shorties plays, and lay down the FUD as thick as possible, Tesla has already reached escape velocity and is comfortably in orbit looking down upon all the players so desperate to maintain their status quo. Whatever they are trying to preserve from the past, whether it be fossil fuels, century-old manufacturing processes, or playing fast and loose within the bounds of a rigged stock market, the effects upon Tesla have been minimal and temporary.
"Unassailable lead" is the term SMR has used for years, and it really does best describe the situation.
Bring on more of these shenanigans.
I ain't skeered. I hold shares of TSLA.