Tesla is so, so screwed

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Like with a lot of people, I have flirted with the idea of Tesla. Both as a company and as a potential car. I have built dozens of them on Tesla’s website. I have test-driven the car five times. Each time I drive one, it’s a great experience and it’s still hard to fully process how incredible of a job Tesla has done. From nothing to changing the entire car industry in just under a decade is mind-blowing.

But this theme that I have repeated at practically every chance I get when discussing Tesla keeps running through my mind and it’s an important one — when all the established car makers start going all-electric, what’s Tesla value proposition?

Their brand? Hardly anything other than the current owners of Tesla vehicles. Their technology? Those patents were released into the public domain. Their manufacturing process? You’re joking, right?

So seriously, what is Tesla’s play here as far as cars are concerned? Because I don’t see it.

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