| > Ten years ago, that was EVs. But now EVs are becoming a commodity and every other car company is catching up. Kind of yes, the competition, especially from China, is catching up, and exceeding Tesla's offers. Kind of no - EVs were around for a very long time before Tesla, Tesla's sales pitch (at one point) was that it was a software company not a car company. On that front - almost every vehicle manufacturer has caught up, and Tesla is still stuck /promising/ a self driving car, but still not delivering. The Twitter acquisition is widely seen as the marking point where Musk lost his appeal - something that was not smart because, coupled with his foray into politics was an attack on his core market - middle class left of centre people who were buying for the environment.. etc He poisoned his brand, and Tesla's too (because the two brands, his and Tesla's, were so intertwined) He lost the impetus in European markets, leaving a dying (for him) US market, and Asia (which is largely interested in Chinese made vehicles). My Anecdata: In Australia, where I am, it used to be Tesla's were fairly common, now, I think I've seen two in the last week, compared to maybe a dozen BYD (and I am in a middle class suburb) |