Their AI so far appears to be a cagey failure. Waymo and Cruise are easily outpacing them in self driving capabilities.
Yes, battery and solar panels are a good additional business. But are they going to make strides better than companies who solely focus on those? Both of those are still high R&D efforts.
The more electric vehicles become commodity the less advantage they have. Tesla started with virtually no competition. Now Toyota and almost every other car manufacturer is a direct competitor.
It seems that Tesla increasingly provides vertically integrated mediocrity.
Also, to GP's vertical integration claim: Cruise is a division of GM!!! GM's choice to not apply their badge to Cruise is very intentional and very smart. Tesla is the naive player here, not the other auto makers.
Yes, battery and solar panels are a good additional business. But are they going to make strides better than companies who solely focus on those? Both of those are still high R&D efforts.
The more electric vehicles become commodity the less advantage they have. Tesla started with virtually no competition. Now Toyota and almost every other car manufacturer is a direct competitor.
It seems that Tesla increasingly provides vertically integrated mediocrity.