Then why did MKBHD drive an IPACE and basically say if they had the charging network to match Telsa he'd switch in a heart beat? Why did he say it was a better made car than Tesla's cars? Don't confuse what's going on Telsa is Apple but for EVs. Their real advantage is a cult like following not some technical advantage. That cult like following is why I'm buying the stock. The legacy car makers will quickly scale EVs and if needed share technology and recourses and get where they need to be. This isn't even getting to the loyalty that some of these ICE car fans have to their brand.
If Tesla as a car was that much better then MKBHD would have been like this IPACE is trash in comparison instead of suggesting with a few minor changes he'd jump shyt. Tesla like Apple is a status symbol. The brand and idea Elon created is worth more than the actual product in comparison just like the iPhone vs Android phones.
First it's jaguar. nobody buys them. and he doesn't get into the details of engineering. he is a youtuber. he has no clue. and maybe he got sick of Teslas. i mean they are far from perfect. i wouldn't buy teslas right now.
Munro on the other hand is an expert. he goes much deeper than a shallow surface. he doesn't care about the charging network. he cares more about what's really going on inside in engineering perspective. on a shallow surface it can be similar. hell Kia EV outperforms model 3 in many areas. but it goes much deeper. Tesla is an engineering masterpiece according to an engineering expert.
And Munro was comparing Tesla to legacy companies not the recent EV startups or niche companies. The biggest threat pundits always say - just wait till BMW, MB, GM, PORSCHE, AUDI, FORD, TOYOTA, HYUNDAI, HONDA to get on board and start building EVs. But this sentiment is wrong because Tesla is so much ahead of the game compared to them. Munro basically went on and on about how complicated it is for a legacy companies to fully adapt and transform to an EV companies. to do that you gotta ditch the transmission plants, engine plants, get rid of dealerships and on and on. You can't transform when you can't let the ICE go. too much money and politics involved.
Munro did say recent start ups will do much better than these legacy companies because they don't have the baggages legacy companies carry. But startups are startups. it doesn't matter how great prototypes they make. scaling and getting into manufacturing is a nightmare. Elon Musk will tell you how hard it is to manufacture.
so the big picture - TSLA will continue to eat the legacy companies pie, and will not only become the leader in EV space, but most likely be the leader in the automotive industry itself in 10 years. Tesla is a car company who thinks like a spaceship company. They are a different breed. and you can still invest in Lucid, NIO or whatever the new EV companies out there. they will eat also because EV sector is and will be hot. but they are not a threat to Tesla.
