[St00k]

Looking at our Twitter followers, there seems to be a big division between Taycan fans and Tesla fans. (Why we all can't just be happy for more awesome EVs, I don't know?).

Regardless, I'm curious if you think that the Electric Vehicle natives like Tesla will continue to dominate the space or if the size and scale of the "legacy" brands will eventually take over.

I'm not saying that Tesla will disappear, but that it will be overtaken once the traditional brands catch up.

What do you think?

 

[Friedrich]

If Tesla survives the financial growing pains of a large scale auto manufacturers, I think they will never get smaller, but they will loose market share as the EV market is rapidly expanding. Once electric is mainstream, Tesla actually has a better chance of surviving. But no other electric car is like the Tesla, including the expected Taycan, so they will always have the ultimiate modern cool factor. I have never met a Tesla owner that does not say it is the favorite car they have ever owned. that will translate to brand brand loyalty.

I am a loyal 5-time Porsche buyer, so my first EV will be the Taycan, but I have every intention of buying the Tesla Y when it comes out

 

[TEV31]

Elon rejected a lot of offers which says a lot about what he can attract to Tesla if/when needed.
One thing we can't ignore and what keeps me focus on Porsche's EV program is the sheer scale VW Group has over the little guys.

With that comes nearly everything you can ask for as a consumer.

 

[porscheholic]

If Tesla survives the financial growing pains of a large scale auto manufacturers, I think they will never get smaller, but they will loose market share as the EV market is rapidly expanding. Once electric is mainstream, Tesla actually has a better chance of surviving. But no other electric car is like the Tesla, including the expected Taycan, so they will always have the ultimiate modern cool factor. I have never met a Tesla owner that does not say it is the favorite car they have ever owned. that will translate to brand brand loyalty.

I am a loyal 5-time Porsche buyer, so my first EV will be the Taycan, but I have every intention of buying the Tesla Y when it comes out

Now that Tesla is about to see rival products from every automaker and is up against a real challenge, I think over the next few years we'll see what Tesla can REALLY do.

 

[Smitty11]

In the grand scheme of things I don't think Tesla will get pushed out because of how entrenched they are in the EV world.

My biggest concern for them going forward is that a lot of the established automakers are creating partnerships as a cost saving measure to help them get in the EV market.

For example:
VW Group owning Porsche
Ford is investing $500 million in Rivian
Toyota and Subaru are partnering to develop EVs
BMW and Jaguar/Land Rover are partnering to built EV parts
Hyundai has invested 16 million euros into electric vehicle maker Rimac

I wonder if Telsa will consider forming a partnership with someone down the road like they've done with Toyota and Mercedes in the past. Or if they will weather the storm on their own.