Tesla is now moving into making their cars cheaper, with exceptional results. That's leveraging your first mover advantage: compete where others can't, because your manufacturing process is mature.
You don’t have to look any further than the Cybertruck to see evidence that Tesla builds cars it wants to build, not what the market wants. This worked to their advantage when no one else was building an EV but now it’s their biggest liability. They could have captured a highly valuable truck or even light pickup market if they just produced something practical. Instead, they launched something like what you see as a concept at the Detroit Autoshow. It’s an art project, and a vain one at that.
They created a sex symbol which manages to include surprising practicality and insane technology. I've been excited about many concept cars, and now I get to buy one, and I know I'm not alone. It's a halo product, but a good one.
