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0 pointsyarcob4y ago0 comments

Tesla has a lead now, but I wonder how long it'll hold up.

At some point electric drivetrains and batteries will be available in large quantities from suppliers just like gasoline motors and gearboxes are available now.

As soon as that is the case, there will be many dozens of different car models that compete with Tesla.

Teslas vertical integration is an advantage now, because they don't have to wait for suppliers to develop what they need. But once suppliers have caught up, I'm not sure if Teslas edge holds.

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delfinom4y ago

Yea seriously. Tesla is just a company with a lead but they are in a industry filled with tens of thousands more engineers who have suddenly become tasked with switching to EV design at a fast pace.

terafo4y ago

And yet forecasts say that only 50% of VW and BMW sales will come from EV by 2030 with tens of billions poured into conversion they say that it isn't possible to go any faster. And they are faster than other major players.

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