Re:Tesla Model Y range estimate reduced by 6%, becoming more...
by borkyborkbork on Friday January 05, 2024 @12:29PM
(#38881803)
Yea... their only real competitor is a single Chinese company (BYD).
Re:Tesla Model Y range estimate reduced by 6%, becoming more...
by JumpCrisscross on Friday January 05, 2024 @01:17PM
(#38882475)
> their only real competitor is a single Chinese company (BYD)
This is short sighted. Their threat profile from new entrants (whether de novo or legacy) is massive. Most people I know considering EVs are not prioritising Teslas. They haven’t ruled them out. But it’s an even comparison between the Tesla on the lot and whatever they need to put a deposit down on for delivery in a few months or even years.
Tesla delivers. That’s above par for the current course. The problem is Musk’s antics create opportunity for competitors. If he could have the discipline he does with SpaceX, Tesla’s long-term prospects would be stronger.