A BRIEF HISTORY OF TESLA: - no one wants electric cars - hmm but there's not enough range - fine but that's only for the rich - batteries are too expensive to make a car so cheap - yeah but good luck delivering - sure but it'll never turn a profit - that's just pent up demand!
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There’ll eventually retool for EV-only designs. It’s not clear that compromises really matter. If I understand, the trade off will be cheaper cars at greater scale with slightly less range. That seems fine.
Agree for fleets, as long as economics make sense they’ll move. But the Bolt suggests that the tradeoff of a non-clean-sheet design is individuals not being willing to buy the car.
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The Bolt is just a really ugly car. That matters. The only attractive cheap EV is the Fiat and the range is constrained on that. The Jaguar and Audi cars will test demand. The one I want is the EP8 though, which unfortunately isn't here yet.
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Worth also noting the cost curve will come down. We'll see different preferences when people aren't paying a premium to drive electric.
End of conversation
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