So, starting from here ("here" being Tesla with a newly released Model S, a Model X due to ship in 18 months, and a GenIII car in development to compete against the BMW 3-series):
Continued success will rest on four strategic components:
- Development of a sufficient network of service centers. This is tricky; if they build out only to meet Model S/X demand, they will be at the wrong scale for GenIII, but if they build today for GenIII scale, they will be carrying huge overhead costs without the volume of sales to support it.
- Development of a charging network. This is a two-pronged item: (a) work to get widespread commercial networks to support high-voltage charging and (b) develop the SuperCharger network.
- Develop a GenIII skateboard that can support (in chronological order):
- Roadster 3. By building this car as the first on the new skateboard, they can work out the production and design kinks at low volume.
- GenIII (aka Bluestar aka the 3-killer) hatchback
- Continue to leverage the Model S skateboard by adding van/truck, convertible, etc.