by the time Toyota/Lexus get their *sugar* together with EV , my guess in 3-5 years. Tesla will not stand still for the next few years Too.
A 2020 MY built is so different from the inside compared to a 2023 MY! tesla has np changing things up if they feel liked it’s needed. While other OEM, takes years to change or modify parts. That’s why these legacy auto keep falling behind. my opinion.
Agree.
There is no way Toyota, or anyone else, will catch up in the next decade. Investor day cemented that for me.
Tesla has several massive revolutionary assembly systems that others can't copy at the moment.
-they make their own software and critical components
-megacastings
-'unboxed' assembly lines (just announced)
On top of this, Tesla is already way ahead in profit per unit. Tesla is floating around 20-30% profit per unit while others are 0-3%, 5% at best and negative per unit at worst.
Unboxed assembly is going to half costs and speed up assembly, according to Tesla.
If it works, it will revolutionize the assembly line model.
From a supply and market flexibility standpoint, they will be untouchable.
No one will be able to compete on price, supply or technology for a very long time.
So their focus is on a new assembly model that no one can compete with.
In 10 yrs, I don't see how Tesla will be anything but a global auto giant taking the place of VAG and Toyota.
Tesla owners are the losers. They lose the exclusive supercharger network. They lose on residual values.
They will most likely lose the Tesla connector and move to CCS. *Unless Tesla moves to wireless charging but older Teslas are still out of luck.
However, as more chargers go in, the clogged superchargers will ease up... hopefully.
So the value equation will change but, as pointed out, Tesla can change their prices at will.
It's a win for Tesla. Federal money to setup more superchargers and they become the best "gas station" brand
because given a choice, EVERYONE will take a Supercharger over EA or any other junk system.