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  • One last afterthought. Assets. Who is able to go to the wire and survive?

    Ford: $260bn
    VW: $460bn
    Tesla: $29bn

    If Tesla are going to make a dent, they;re going to need four, five maybe six near consecutive releases of cars that are far superior and more cost effective than VW and Ford. In Tesla's defense, given that they drivetrain and battery tech they use is nothing innovative, they have spent most of their recent years just learning how to make/buy the other bits of cars so there is every reason to believe that the will be more agile in the future with that experience under the belt.

    Caveat to all of this: I am dangerously half informed. I just want to point out how vulnerable Tesla are and that their cars ain't all that in the grand scheme of things.

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