[alephnerd]

Imo, it's going to get bad for Tesla in the next 5-7 years - Tesla doesn't own the underlying battery IP by leveraging Panasonic who also sells to domestic and international competitors, will lose charging as a differentiating factor now that the charging team was canned and Cheveron and Shell Ventures are entering the fray, and doesn't have a pipeline of heavy trucks just when Daimler entered the fray.

Self driving (Deepscale) might be their only differentiating factor, but even then that market would get commoditized within a decade just like EVs, and both GM (Cruise) and Alphabet (Waymo) could be first-to-market in the US.

In addition, a lot of Tesla alums have left for EV competitors or future competitors in the US, Europe, and Asia due to compensation shenanigans as mentioned in the article.

[tim333]

Also some of the Chinese competition is getting crazy good like this thing - a Xpeng similar to a model 3 for $17k in China https://youtu.be/ci5b3GgK7OA