I've seen a few e-golf's charging on the streets in the past few weeks in Berlin. I assume these are pre-production models. Looks like a normal Golf aside from the charging port. From my understanding, this is a big step for VW. However, short term, they will likely have range and production capacity issues, just like Tesla did not exactly hit the ground running. I would not be surprised if this is merely a stop gap…
>Short term, Tesla could really make VW hurt by ramping up production and dropping price and competing with both their ICE and non ICE offerings. That's a very big could . Tesla have an advantage in terms of battery availability, but they simply don't have the expertise and the experience to build cars at real scale. Tesla are literally building cars as fast as they can, but they've still got a multi-year backlog of…
Their distribution network is a source of extra cost. Tesla eliminated that from the equation. There are no third party dealers. Dealers take a margin cut. With VW, that margin comes out of VWs pocket. Tesla doesn't have this.
The drive train VW has developed has to now prove itself in the real world. Early indications are that it is a combination of more expensive to make and not as performant as what Tesla has. Tesla has done well here and VW is catching up.