Originally Posted by
cockerpunk
no, the problem is that tesla decided to make cars.
and the reason they will die is because they are terrible at making cars.
they invented and proved market segment was real, but when the big boys come in, the folks who are making 100-10,000 times the the cars that tesla makes, decide to make a tesla, they will UTTERLY DESTROY TESLA. tesla is struggling to make what, 10,000 cars a month? VAG makes almost a million cars a month. when VAG decides to make a tesla killer, (and they already have) they will utterly destroy tesla.
teslas best hope to be bought out, and become the Cadillac of millennial car brands.
but make no mistake, tesla will stop being an independent car making company very, very, very quickly. they might survive as a novelty car company fora while, on high margin, specialty cars, or as a battery maker/designer more long term, but making car mainstream in a fight with the big boys? they are dead meat.