TheOffice wrote:Porsche is going electric with the Macan and the new Tacan. Won't have to worry about the engine in the back much longer.
Yes, it's amazing to see the auto industry acting in the manner of the computer business, with respect to product strategy.
1) Someone does something innovative and it works.
2) Everyone denigrates what has been done in step 1
3) Everyone continues the denigration patter while starting skunkworks to catch up
4) Everyone announces they will have a much better version of what was done in step 1 within a few months.
5) The company which did step 1 announces a new/better/cheaper product because they've been working on it all along.
6) Everyone announces that their product will still be better than the product announced in Step 5, even though it won't.
7) The company which did steps 1 and 5 announces the product and it's a KILLER because they based the follow on upon real customer feedback, not competitive analysis or market surveys.
8) The laggard companies start to try and find ways to innovate and differentiate with their answer to the step 1 and 5 products.
9) The market leader extends their lead by continuing to announce new products which actually have the features customers really want.
10) Everyone returns to step 1 and we go around the loop again.
I've seen this play out over and over and over again.
So, The Tesla Model S was the step 1 product, the Model X was the step 5 product, and just when the regular automakers built a product that can compete with the Model X and area about to launch, the Model 3 hits its stride and Tesla becomes one of the top-selling automakers in the US regardless of price and market segment. Then they launch the Model Y.
Video here:
https://www.theverge.com/2019/3/15/1826 ... musk-videoThis is a small SUV for $47,000 with the extra large battery pack (over 300 mi. range) and it goes from 0-60 in 3.2 seconds. Key to this product is that it just creams the $77,000+ Porsche Turbo Macan, with good range, zero emissions, and it is even faster in a straight line (Macan is 0-60 in 3.6 seconds).
Thus, Tesla has taken the industry through the loop at least three times and is still rolling along. The company has gone from 1 car built 11 years ago to 1,000,000 this year if they stay on track. Every one of those products was poopooed by the pundits - as the Model Y is being now. There are a LOT of pundits who are still eating crow about the Model 3 while continuing to sling the poopoo about the Model Y. This too is exactly the behavior of the industry analysts who entirely missed the iPod, iPhone and iPad as Apple crushed competitors.