Too much competition coming from automakers that already make $$$ & are going into Electric cars now
Tesla could be a fine niche player... sticking to high dollar performance.. .but mass production? Once one or more of the big players moves in... they won’t be able to compete... don’t have the scale.
It’s like the tablet/smartphone market.
The computing industry was dominated by IBM, Microsoft, Wang, etc. They LONG worked on tablets (which smartphones are simply tiny versions of), and _never_ managed to pull it off despite [supposedly] having all the hardware & expertise needed to do so. Everyone thought a tablet was just a flat & touch screen computer, and everyone got it wrong.
Then came the iPhone/iPad.
A subtle change to user experience was all it took.
And ALL the computing juggernauts, having the solutions & patents in hand, STILL couldn’t get it right.
Microsoft completely blew it with “phones”. Twice. IBM is practically gone. Wang is unheard of now. Etc.
Seems the same is happening with EVs.
ICE car manufacturers just can’t grasp the subtle, but critical, difference between gas vs electric cars.
Tesla does.