[cassac]

But their owners love them and the kids love them. If you adjust the market to be just for what they do, electric cars and not all cars, they are indeed wrecking them.

It was a segment the ICE car manufacturers mostly ignored and now they have profitable competition where it didn’t exist before. Maybe not wrecked but definitely lold.

[basch]

Lightly dented? Like I said, their lead means almost nothing.

I don’t know what being loved really has to do with production. It won’t take long for a bunch of companies to have equally loved products, and in 30 years, Tesla’s “lead” will be a footnote. Unless they do, future tense, wreck everybody.

It’s a weird response to to my claim that everything but the product matters just as much, if not more. I’m not at all saying Teslas product is or isn’t the best at the moment.

[cassac]

I guess I could agree to disagree? For the market as a whole maybe it is dented. But that quarter panel that got dented is straight wrecked.

Nobody likes car dealerships anyway so nobody misses that. The new trend amongst the kids these days is buying cars without even test driving them.

My point is that Rivian could easily find a crack that would allow them to be profitable and it wouldn’t even need to be as big as Teslas.

[basch]

Wrecked to me would be ICE car companies declaring bankruptcy and being sold off for parts.

[alistairSH]

But their owners love them and the kids love them.

100% anecdotal, but between service woes, initial quality complaints, and Musk's latest antics, several early adopters I know have sworn off the brand. And I know several people ICE-owners looking for an EV, but not considering Tesla at all for the above reasons.

Seems to me Tesla's only real edge at this point is the SuperCharger network. But, that lead will diminish over time, especially if they open the network to all EVs.