It definitely seems like Tesla is slowly seeping into the world of other car manufactures in an ongoing manner. And I don't think they/we have given much thought to what's yet to come. Batteries, auto-pilot, training/inference, manufacturing/robotics, and so on...
Do any of really think, especially given the track record, that most of the auto-industry is going to be able to do any of this alone? I imagine that eventually it will come down to a choice between partnering with a bunch of disparate tech/manufacturing companies or Tesla.
We all know there is disruption to come in general, but it's going to hit the incumbent auto-manufacturers like a brick if they don't wake up soon.
Auto makers are used to making their own platforms, and they won't change. Making a platform is not the hard part, and there are advantages to a custom platform for each vehicle.
But not their platforms. Automakers generally make their own platforms (though they will rebadge someone else's too), engines (again they share with each other, but most have their own), and transmissions. Everything else is outsourced to companies like Bosch.
Do any of really think, especially given the track record, that most of the auto-industry is going to be able to do any of this alone? I imagine that eventually it will come down to a choice between partnering with a bunch of disparate tech/manufacturing companies or Tesla.
We all know there is disruption to come in general, but it's going to hit the incumbent auto-manufacturers like a brick if they don't wake up soon.