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I agree Matt, there is no panacea. You can't be out front, fast, flawless, and cheap.
And in the end no one will care that Tesla paved the way. Blackberry had a really great phone for the time...Tesla is more Blackberry, less Ford.
I also think Musk made one critical error: he should have invested in the drivetrain and software, then contracted out the suspension, body, and assembly. Someone like Magna could be running the plant at a fixed price per vehicle, and Musk would be providing the differentiator.
Too bad he's not as s mart as me.
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"A machine you build yourself is a vote for a different way of life. There are things you have to earn with your hands."
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