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6 months is maybe a bit quick but I agree completely.
And, according to my chum in ‘future mobility’ the Chinese car manufacturers are miles ahead in terms of tech and scale so are poised to rock the established order in the west. The MG4 is clearly going to sell by the bucket load, establish proof of concept and begin the influx.
Hefty-
The only thing that will kill Tesla right now is resale value.
For some reason, they stay very high compared to other brands. This means that lease and PCP monthly payments are better than rivals or even some cheaper cars (Kia / Hyundai etc).
If their residual value falls, they will start seeing people walk away in favour of other brands with better build quality or legacy luxury brands if they sort their shit out.
Still, there is nothing the size of a Model Y with the actual space a Model Y has. Legacy manufacturers are still obsessed with traditional packaging, supply chain diversification and design so they continue to have sub-par range and interior space.
Soul
I don't see where the Tesla market position in the UK will be in 6 months time. MG have got the value end sewn up, the Koreans own the mid market (and Genesis looks promising further up), and the German and Swedish(sic) brands own the higher end of things.