What we need is more big auto producing and marketing more BEVs. Im telling you, one big issue right now is the ignorance of the average consumer and I don't blame them. Look at the garbage offerings we've had to this point in the sub $100k+ BEV segment. We had the BMW I3 which could do 80 miles on a charge, and the nissan leaf which was an utter piece of trash, so when people think electric cars, they instantly laugh and think clown car. The model S was the first good looking electric car that could go a couple hundred miles on a charge. The model 3 is coming with 200+ miles this summer, thats a gamechanger, that was something that until now was reserved for the rich. The average person doesnt need more than 200 miles at once, so its plenty for most people.

Big auto is fighting the BEV every step along the way instead of helping speed up its adoption bc they know its impossible for them to compete with tesla with their current business model, so if you can't compete with them, your best alternative is to constantly bash them. Remember when Samsung was paying trolls to bash apple online? That's literally all big auto can do at this point. Why are all big autos electric cars coming in a few years? Why doesn't anyone see the popularity of tesla at this moment in the high end segment and make an attempt to compete? Mercedes could make an Electric S class, BMW an electric 7 series. At least thats what the media constantly makes it sound like, that competition will come in droves and wipe out tesla.

Everyday you hear more and more vaporware from big auto, nobody really has plans for a mass produced BEV, sure they can render cars and produce a couple thousand, but those are more compliance cars than anything else. Pretty soon Tesla is gonna announce plans for gigafactories 3,4,5 musk said & he was in china this week meeting with their leadership, so I wouldn't be shocked if he announced one there bc currently Tesla's in china come with a 45% tax bc they aren't made in china, so he can build some in china, their market is large enough to warrant their own GF.

The reality is all the brainpower in the auto industry is going to tesla. None of the bigshot engineers even want to work at GM,ford,etc anymore. To them, its all about working on interesting endeavors, and tesla has so much potential that they get all the talent like a top silicon valley tech co like Google.

Until big auto wises up and starts to give the consumers what they want, they're going to miss the biggest shift in history. Consumers by the hundreds of thousands are lining up years in advance to give you tesla $1000 for the honor of buyng a decent electric car, big auto doesn't realize that nobody is ever gonna line up for a camry or altima? Imagine 600,000 people lining up to preorder the new camry LOL yea right. Im sure they do, but what could they possibly do at this point? Start focusing 100% on the BEV? Gigafactories aren't built overnight, tesla's has taken years. Change your business model and dump all the dealers? Is that even possible now, the dealers paid millions for their dealerships.

I just cant grasp how automakers can enter the BEV game competitively in any way, if someone else has a way please let me know what Im missing. These efficiencies are why states are trying so hard to block tesla direct sales.

Recently Morgan Stanley commented on how tesla is not just a car company and its penetrating multiple multi trillion dollar markets

CNBC: Tesla's Multi Trillion Dollar Opportunity

quote:
He identifies a number of markets within Tesla's "ecosystem" it could address:

a $10-trillion light vehicle mobility market
$1-trillion logistics market
$2-3 trillion energy storage market
and a potentially multitrillion-dollar market based on delivering content and monetizing data collected during the 600 billion hours Tesla owners (or passengers) spend in the cars.

This post was edited on 4/28/17 at 9:47 am