On: Tesla Q3 2021 Earnings

[rpmisms]

> But the real competition doesn't start until the Japanese manufacturers get into the EV game.

This would be true 5 years ago, if they'd started then. They're too far behind now.

[HWR_14 → rpmisms]

What on earth makes you think they're "too far behind"? That concept baffles me. It's not like there are any network effects, and engineering something you know can be done is always a lot easier.

(The Supercharger network seems like it's going to be opened up in 2022)

[rpmisms → HWR_14]

The tech isn't absurdly hard, I'm sure Toyota has the engineering resources to make do.

The materials are hard to come by, and the manufacturing expertise to be flexible about chips seems to be unique to Tesla so far.

Of course, the engineering effort to make a decent EV is significant, as we saw from James Dyson.