Spot on post. The last sentence makes me want to throw up but is so factual.johnlocke wrote: ↑Wed Feb 19, 2020 4:36 pmIn any large market there is a tendency toward consolidation into a few strong members at the expense of the smaller players. The larger companies either buy out smaller companies to gain mass or undersell them and drive them out of business using economies of scale. The field narrows down to a few strong companies fighting for market share. Tesla is disruptive in this regard because their product strips customers from a stagnant pool. Those customers are not going back to ICE's. The automobile industry is just starting to wake up to this fact and it scares them to hell. With hundreds of billions of dollars invested in equipment to build ICE's. they face the question of reworking or scrapping much of their equipment and converting to EV production or trying to continue selling an inferior product.
Tesla doesn't have any such problem and is open to new manufacturing techniques and unusual solutions (massive tents, anyone?). They brought nearly all their component manufacturing in-house to reduce costs and improve quality. The Gigafactory is the result of careful engineering and design choices. Tesla will only become a monopoly if old line automobile companies decide not to compete. So far the only company to recognize this is VW. Ford and GM are tentatively sticking their corporate toes in the water but refuse to commit. Nissan had an Idea but never really followed through and now they may be too late and have squandered their lead and reputation in the process.
After 50 years of personally supporting Nissan's quality vehicles it was hard to accept they introduced the world to EV ownership only to be the gateway to Tesla's success story.
I was looking forward to driving the Ariya that now may never see the light of day.
When the 2014 video was posted the other day by a long time EV promoter referring to the Leaf as a car ahead of it's time it hit Carlos was no Elon.