On the left I have a screenshot about Highland dancing. I am not sure what it is, but even if you win at it, it doesn’t matter. Just like the electric car race. Even if Tesla ‘wins’, it will be immediately run over by the big guys.
Yesterday I blogged about how Tesla should not have been given 89 acres for free in San Jose, and how Tesla’s decision to build a factory in Silicon Valley is a bad idea.
Now there is some news that Chrysler is going to come out with Electric versions of their cars. This presents serious competition for Tesla.
I doubt Tesla is going to be a real company five years from now. They may produce a few cars, but I doubt they will survive more than two or three years.
Tesla should not even have bothered to setup an assembly plant. There are plenty of automobile manufacturers around the world that would have manufactured an excellent car. I am sure that any of the Korean car companies, that are hungry for business, would have gladly done a joint venture-and picked up a lot of the risk along the way. These Chinese would have been even more eager to strike a deal.
Tesla’s thinking just doesn’t make business sense.

