[tgsovlerkhgsel]

The impression that other car manufacturers make right now is that they're playing catch-up while Tesla has been getting the electric part of the car right for years (while having issues with the rest of the car, as expected).

There's a good chance that "old" manufacturers with decades-old processes will have a harder time adjusting to an electric world than the hard time Tesla will have figuring out the rest.

Also, Tesla isn't just a car company, they're also a energy storage company. Which I suspect is a massive market too.

[atomi]

Many of these companies have been making cars for generations.

Toyota for example is set to introduce prototypes with solid state batteries in 2021.

Most consumers will opt for their familiar and reliable Camry that happens to run on batteries.

Tesla will need something new to entice consumers. But, I just don't see much more innovation outside battery tech happening.

[Gustomaximus]

> I just don't see much more innovation outside battery tech happening.

This is where I feel the self driving part will come in.

1) First to market and length of lag for other manufactures there.

Imagine there 2 car companies with working self-driving 10+ years before others can catch-up. That will shift the market for domestic and commercial.

2) Self-driving safety stats - this is going to become huge when there are self driving choices.

If one company can say 'we are half as likely to have an accident' type marketing, this is going to become a new and significant factor in vehicle purchase, more so than safety rating are today (I believe anyway) as we are taking out the 'Im in control of my experience' factor.

3) Self driving will flow to other innovation. Cars will no-longer need to be 4 seats facing forward. Huge opportunity to re-think transport once you dont need a driver seat.