What I’m really curious to see is whether or not “electric” is the single killer feature it is often positioned as. Semi-autonomous driving and overall UX are two places that Tesla is just so far ahead. I think other manufacturers will make progress, but they are likely to be slow. Electric is compelling but it’s only a small part of the overall value prop for a lot of buyers.
n=1 of course, but to me Teslas aren't compelling until they 1) are a company I want to support, 2) building a vehicle I want, at 3) a price I want to pay. They fail #1 in a bunch of entertaining ways, they don't make a vehicle that satisfies #2 either in features/size or in the absence of misfeatures like the center console or the quasi-automated car crasher, and they'd have to take a significant haircut to satisfy…
Really? I mean... as opposed to which automaker?
Paraphrasing Matthew Yglesias[1]: Elon Musk is a raging narcissist asshole. But he built a three-quarter-trillion dollar company that makes electric cars and solar panels. That's... objectively pretty good for all of us, right?
[1] I think. Actually I can't completely remember where I read this but it definitely sounds like him.