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Originally Posted by BayMoWe335
Anyone who thinks Tesla has some kind of “lock” on the EV market and other car manufacturers will just die are delusional.
If nothing else, not everyone will want a Tesla. They are ugly and can’t possibly satisfy global car demand in the long run.
Porsche made a better Model S on its first try.
The freaking Ford Mach E is already better in many ways to the model Y.
Competition catches up FAST. Software will be almost instantly copied. Tesla isn’t even on the same level at manufacturing tech as a company like BMW or Toyota. They just aren’t interested in EV cars...yet.
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Tesla has been defying critics since the beginning. Nobody predicted their level of success in number of models and units sold. For them to do this with a propulsion system that was not at all popular is pretty amazing to me. I know from experience that changing consumer behavior is a time-consuming and really expensive proposition. Tesla almost single-handedly changed the behavior of many car buyers who just a few short years ago would never have though of buying an all-electric vehicle. Tesla's accomplishment is staggering in that regard. Tesla has absolutely disrupted the auto industry. Their success has accelerated the plans for established car companies electric product offerings by years.
You mention Porsche as being a company that has beat Tesla out of the gate. I've not driven the Porsche electric product, but it doesn't matter. Most cars are not as good a Porsche. The auto market is huge. Tesla can be wildly successful without being better than Porsche, arguably the best car company in the world in price/performance.
My son has a Tesla 3 dual motor. It is a remarkable car with some obvious weaknesses. Overall, I'm personally impressed by just how good it is.
Tesla is not sitting still. Their continued level of innovation will compete heads up or outrun established car companies going forward. They will never own the market. But, no car company in the history of cars has owned the market. I think they will have a key place in the market and and continue to disrupt the industry.