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by justicezyx 1987 days ago
Tesla's electronic platform is at least a generation ahead of big auto makers. Confirmed from my friends at Shanghai auto. Other good things are the software platform, direct sale channel.

And in the end, Tesla has Elon Musk.

1 comments

So Tesla is like 6 months ahead w/ some modest differentiators and no moat for those differentiators? I think Tesla is doing good things and Elon is some fresh air but still I don't see the competition giving all their customers away (or even a huge portion). Isn't it customers that matter?
Where is 6 months coming? I routinely hearing people in auto supply industry claims 3-5 years is usually how a new component enter market with serious adoption. For system like Tesla's entire electronic, 5-10 years seems what they are speculating.
> Where is 6 months coming?

My pooper. Thanks for clarifying the timeline, that is something if true.