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A comment on Twitter re-examines Elon Musk’s bid, may be more receptive to a deal. Parent comment

Re:Twitter re-examines Elon Musk’s bid, may be more receptiv... by dehrmann on Monday April 25, 2022 @12:08PM (#31156845)
The real test for Tesla will be F150 Lightning vs Cyber Truck sales. If Ford can show strong sales, it shows that a focused incumbent can fend off an upstart competitor, despite the upstart's first-mover advantage on the drivetrain. The other sign to look for will be if European carmakers can slow Tesla's growth in the low to mid-end luxury market.
[ Parent | on HN ]
Re:Twitter re-examines Elon Musk’s bid, may be more receptiv... by recuter on Monday April 25, 2022 @12:41PM (#31157369)
The drivetrain is basically a commodity too, a much simpler component than an engine. Unlike with legacy vehicles people will be hard pressed to feel the difference.

Based on teardowns Tesla is innovating here but even if they have an edge it is a tiny one (single digit percentage) because of diminishing returns.

[ Parent | on HN ]