(Source: Nikkei Asian Review)

"Whether Tesla is six years ahead of mainstream automakers, or three or eight, is somewhat immaterial. The point here is that a start-up can take on the leading car makers and beat them at their own game. Not only can it beat the car makers, but also several tier one suppliers; recall that Tesla decided it could make a better autonomous drive computer than Nvidia, that it had been using for Autopilot. It is this component that has Toyota and VW worried." - Peter Richardson

Key Takeaways:

There's a whole ecosystem advantage that Tesla has built in EVs.
While buyers of all competitor EVs find it difficult to find a compatible charger on the go, Tesla owners have access to multiple supercharging stations to choose from.
Tesla does not have the scale to take on the mainstream automakers, but it’s not losing its lead in EV and AV tech anytime soon.

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