Tesla will destroy all these companies. Even if they teeter on bankruptcy and get sold to a tech major. The cars are way better & will win.
I totally understand Tesla bears. But the idea that GM is therefore going to win just blows my mind.https://twitter.com/wolfejosh/status/915425929794588672 …
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Agree. This is my favorite recent analysis: http://www.thedrive.com/new-cars/13058/the-model-3-is-further-proof-of-teslas-asymmetric-war-against-the-auto-industry …
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In what way do you think GM is not going to win?
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People don't love the cars + product is not exceptional + huge fixed costs + organizational inertia
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There's space for multiple car companies, but only Tesla is truly reimagining what cars are – sort of same position as Apple in smartphones
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