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by sudosysgen 1525 days ago
The difference in design and potential between an EV and ICE is an order of magnitude less than between a smartphone and feature phone. The likelihood some traditional carmaker will beat Tesla at EVs eventually is fairly high. Meanwhile, Tesla can never hope for a serious lead on margins there.

The hail Mary is self driving.
1 comments
klelatti 1525 days ago
> The likelihood some traditional carmaker will beat Tesla at EVs eventually is fairly high.

This feels a lot like the statements people made about Apple at the start of the smartphone revolution. Plus they’ve had a long time already to beat Teslas at EVs - if they haven’t by now why should they in future?

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sudosysgen 1525 days ago
They're pretty close to beating Tesla by now, no? Tesla has 14% market share, with VW now at 11%
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martin8412 1525 days ago
Because they didn't care to.
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