It will be interesting to see how the next few years play out in the EV space. Tesla suddenly has actual competition that is very good. Arguably better, aside from that nagging little detail -- the charger network. Tesla needs to keep throwing money at the Supercharger network and do whatever they can to keep it exclusive. Anything that puts the competition on an equal playing field for fast charging would be devastating to Tesla's market share.
Yes, I'm quite excited to see the new EVs coming out in the next few years. Still like my Tesla but the list of grievances grows over time.
I think they'll ultimately have to open up the charging to get federal funding, but it'll be interesting to see what happens when they do. It's definitely a massive advantage right now.
I think the charging network is going to prove to be the iMessage of Tesla. By keeping it closed, they will be selling many more cars. In Europe where they had to use the standard port and open the network, there will be much stiffer competition.
That happened 4 years ago, and Tesla has done nothing but increase sales in Europe since then. I'm sure this will change as traditional car manufacturers improve their EV lineups. Europe in general also has a lot more options for the EV charging market so I don't think the SuC network is as pronounced there.
It will probably make a bigger impact in the US. And the switch to a standard interface is holding up billions in federal funding so Tesla will probably eventually take the hit.
It's unlikely Tesla's market share of the total car market is going to go down no matter how well other companies do. What we're seeing is a general shift towards electric cars, which is only a good thing for Tesla.
