I think it's too little too late. It's so much more than EV now, it's about FSD, AI, data collection, charging networks, owning mass battery production, automation of manufacturing, remote software updates, the center screen interface, service to the home networks, direct to customer sales infrastructure, solar panels on your home to charge your car, etc... I believe every car company is 10 years late responding and Tesla will destroy them like Apple iPhone destroyed Blackberry, Nokia, etc... If Ford can mass produce the electric F-150 before cybertruck hits, they may stand a chance (#1 selling vehicle in NA), but again, they are behind on so many of the other factors. I think Tesla will do it in a more streamlined way, more profitability and are ultimately heading towards a robo taxi network which isn't even in the competitors' visions.
you seem to be a little too biased towards Tesla? are you invested? some of your points make no sense and "robo taxi network which isn't even in the competitors' visions." and yet Waymo has already done exactly this... Tesla can't even navigate in a closed loop tunnel...
Tesla is integrating vertically, like mining lithium. Both as hedge against supply disruptions and to squeeze efficiency.
> ...like Apple iPhone destroyed...
Also copying Apple's monopsony playbook. Tesla bought booked the production of "gigacasting" gear. Just like Apple bought all the CNC machines (for making unibody cases) and miniature harddrives (for iPod) and... So competitors can't emulate, even if they wanted to and had the capital.
Vertical integration like that sounds good, but often ends up a distraction. Toyota tends to be more of we do the Engine and frame, and outsource the rest.
