The Renault Zoe is the best selling electric car in Europe in 2020.
It's not like car manufacturers are standing still. They'll be pumping out electric cars year after year. When there's so much choice of EV, what's the reason to choose a Tesla? Europe is choosing the Zoe ahead of all other models right now.
For example, if Honda or Toyota makes any of their mainline models with the simplified/basic interior but just with a well-made EV drivetrain compatible with the Tesla charger network, I'm probably buying instantly.
Although EU nations, until GF Berlin, aren't quite apples to apples in that regard. But my understanding is that they did final assembly of the S and X in Europe to avoid the tariff, it's only the 3 that suffers.
The most sold cars in Europe are models that start around 15~20k€. The cheapest Tesla starts at 51k€; that's about 3 times the price. Even if you only look at electric cars, the best selling one is the Zoe which starts at about half the price of the cheapest Tesla.
> Both Tesla and Apple have that premium brand reputation, and older brands are perceived as legacy.
In other words: overpriced crap vs. tried and tested.
Nokia had Maemo since 2005 and tried to move to MeeGo in 2010. IOS was 2007, Android happened 2008 and Microsoft had almost no success with Windows Mobile, only launching Windows Phone near the end of 2010. Weird definition of well behind.
That said, Windows Phone was widely available in 2010. Whereas Nokia hadn't widely rolled out either Maemo or MeeGo.
If I understand this correctly, they'll be able to write their own checks because they will essentially...
1) Own self-driving and thus, most personal transportation
3) Own / replace a large segment of public utility / power companies
4) Own / replace a large segment of insurance
5) Own / replace transportation power network
Right now, it's silly to think of Tesla as some kind of mega-monopoly across industries. So we invest in them betting on them becoming that. Is that what we want?
My counter-argument is that one of the bigger markets for automobiles, the U.S., is designed around personal choice, personal autonomy, etc. Many people just want a working car to give them freedom, and will buy whatever popular, trusted brand is available. The rest want one of the smaller brands, something that seems different from the mainstream (even if it's really barely skin deep). That has kept quite a few big players in the automotive marketplace, and despite consolidation over time, there's still variety, which buyers want. This argument really only addresses them as a car maker, though... and not at all for their spread across industry lines.