The big 3 or some Chinese company could produce a EV commuter car that would massively out sell Tesla.
#9 | POSTED BY BORED
You say that, but where is it. Effectively no one is competing with Tesla in the EV space at this point. The big automakers have cars, but they are not selling at anywhere near the rate of Teslas. And from what I understand, the ones that the established automakers are selling they are losing money on. The market is starting to winnow out the weaker players and that is starting to look a lot like EVERYONE but Tesla.
And, the EV market is going mainstream. Tesla is getting close to being the highest volume sedan in the US. Not just EV, but ALL sedans. And they are decimating the luxury car sedan market. And they are planning on coming out with a crossover next year, and a pickup truck sometime after.
Every time a new EV is talked about, it is called a "Tesla killer". But no "Tesla killer" has emerged from it. Look at Porsche. They have made a car that is almost equivalent to what Tesla makes, but it is still not clearly better, and it is about twice the price.
Tesla is 5 years ahead of every other EV automaker, and they are not going to slow down (as normal companies do when they lead a market, so they can start raking in profits).
Also, their BIG moneymaker in the future will be self-driving. Look at the biggest most profitable companies out there (Facebook, Amazon, Google). They got that way by using data effectively. And they STAY that way by HAVING access to all of that data. Google even created a free phone operating system SOLELY so that they could ensure their continued access to data. Tesla is putting tons of sensors on their cars and gathering tons of data. And I predict they will use that data to perfect self-driving. No one else has anywhere CLOSE to that amount of data to leverage for self-driving cars.
Tesla has had a rough time breaking into the market so far, because it is a market with high barriers to entry. But that means there is less risk to them of a startup like this being able to enter the market and compete with Tesla. And it looks like the stars are aligning for Tesla to be ready to take off and dominate the market very soon (due to the market transitioning from being primarily ICE to primarily EV).