In this episode of Land of the Giants: The Tesla Shock Wave, Tesla’s share of the EV market is dwindling as more automakers pile into the space. How does the competition stack up?
Despite the clickbaity title, it’s worth a discussion. Can Tesla separate itself from its CEO and remain viable when other automakers ramp up their EV production?
NOTE
This piece does not include any mention of the more recent news that automakers have an agreement to use the Tesla charging interface as the industry standard.
Good news! The Bolt will live on.
“The price and release date for the new version have not been disclosed, but the new Bolts will utilize “Ultium” and “Ultifi” technologies, which are GM’s battery platforms and software, respectively.”
So unless they where already working on this expect it to be off the market for 2-4 years given normal auto development lifecycles.
The pack is kind of a major component in an EV.
That is good news! However, I have to mention…
Fucking GM always putting all their eggs in their trucks or SUVs. This is how they got into trouble before they went bankrupt in 2009. This aspect of their business model is unsustainable, and drives customers away (like me). Hopefully a wider variety of EV models (sedans GM…plz) will come along with that.