Comment by bmitc

> Tesla will become a case study on how to completely waste the first-mover advantage.

Did they ever have a first mover advantage? They had first mover hype, but did they really have an advantage?

Companies like Kia and Hyundai had an advantage. They already had logistics, design, R&D, manufacturing, supply chains, etc. all figured out from decades of building and improving cars. Tesla had NONE of that. All Kia and Hyundai had to do to get into EVs was add another few models to their lineup with some iteration on all their existing processes. And immediately, these models became hot sellers.

Tesla had to literally reinvent (but to themselves invent) what it takes to design, build, and sell a car.

This writing has been on the wall for years. Tesla has less than a handful of models and can't even iterate on them in any substantial way. Other car makers make dozens of models and rev them every year and do a design refresh every five to ten years. Tesla never had any advantage or key selling point outside of hype.