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> no one else has even come close to matching the 2012 Model S

Model S will always be a tiny market. How close are competitors to Model 3?

What happens when Tesla employees burn out on Tesla corp and go working for competitors?




Competitors are deeply locked in to their system & network, so not sure why a Tesla employee (of which there are relatively very few) would particularly want to go elsewhere.

I worked at Kodak at a critical point, and watched (from inside) the dynamics of why the photography juggernaut was utterly unable to pivot from "chemical consumables" to "computing capital" as primary products. A major barrier was the absolute dependency on third parties for distribution (drugstores being primary retail sales, leveraging the "buy film, return film, get prints" model for their own sales); Kodak could not perform the pivot without alienating those necessary to fund the pivot ("don't go digital, or we'll stop selling your products"). Result: small agile digital camera companies outmaneuvered the juggernaut.

Similar with EVs. Major ICE companies can't pivot to EVs in time, because third parties involved in ICE cash flow will cut off vital funding before the pivot completes. Tesla even offered Supercharger Network access to major ICE manufacturers, who said no - meaning the latter are still beholden to the gasoline infrastructure, there being no viable rapid-charge network in place where Tesla has already completed majority coverage. (I'm not sure quite how the economics will play out, but they will.)


Closest thing I see at a glance is the not-yet-available Ford Mustang-E. At bottom end, comparable to a Tesla 3 but $3885 more without autopilot, and ~1s slower (0-60) acceleration. For about same price, can get 72 miles more range, or majority of extra price for full self-drive.


That doesn't help competitors very much. Tesla has figured out batteries - no other manufacturer is even close on the naked range of any Tesla model.




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