"And given the ever shorter life cycles in the automotive sector the window ever was max. one facelift / model replacement"
That assumes that Tesla's competitors actually have the expertise to compete.
Its been mentioned elsewhere I believe, that Audi's Etron has less range per kwh of battery, compared to a Tesla.
Tesla also has a charging network.
I'm tempted to turn your statement around and say there's a rapidly closing window for the other car makers to start taking EVs seriously. I suspect theres going to be a tipping point situation where the market for EVs is going to rapidly increase, and the established car makers better hope they have something they can sell, and at scale, because theres the Chinese as well as Tesla all ready to go. My crystal ball doesn't tell me what car companies are going to go bust, but I predict there'll be some big names, and Tesla could be one of them, I doubt it would disappear as a car making entity though.
That assumes that Tesla's competitors actually have the expertise to compete.
Its been mentioned elsewhere I believe, that Audi's Etron has less range per kwh of battery, compared to a Tesla.
Tesla also has a charging network.
I'm tempted to turn your statement around and say there's a rapidly closing window for the other car makers to start taking EVs seriously. I suspect theres going to be a tipping point situation where the market for EVs is going to rapidly increase, and the established car makers better hope they have something they can sell, and at scale, because theres the Chinese as well as Tesla all ready to go. My crystal ball doesn't tell me what car companies are going to go bust, but I predict there'll be some big names, and Tesla could be one of them, I doubt it would disappear as a car making entity though.