> their only real competitor is a single Chinese company (BYD)
This is short sighted. Their threat profile from new entrants (whether de novo or legacy) is massive. Most people I know considering EVs are not prioritising Teslas. They haven’t ruled them out. But it’s an even comparison between the Tesla on the lot and whatever they need to put a deposit down on for delivery in a few months or even years.
This is short sighted. Their threat profile from new entrants (whether de novo or legacy) is massive. Most people I know considering EVs are not prioritising Teslas. They haven’t ruled them out. But it’s an even comparison between the Tesla on the lot and whatever they need to put a deposit down on for delivery in a few months or even years.