Why Telsa will roll over the Bigs:"Diess, a former BMW AG executive, has ruffled feathers across a sprawling organization known for its complex governance... Diess wrote a newspaper op-ed in which he referred to the German industrial giant still having “old, encrusted” structures that must be broken up. "
“VW has a truly fascinating opportunity to shape the future of electric, digital and fun mobility,” Sanford C. Bernstein analyst Arndt Ellinghorst, who rates the stock the equivalent of a sell, said in a note earlier this week. “What it appears to be lacking is the right corporate governance to effectively and sustainably tackle these opportunities.”
While VAG pulls a blockbuster/Blackberry/Nokia, Tesla keeps building factories with brand new patented assembly machines and putting the latest battery technology into the latest architecture run by best-in-class management software.
Even if Tesla didn't sell another vehicle, its chassis, batteries, and software will power the bulk of xEVs sold over the next decade.