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I know, I know. Just asking the question, "Is there something Tesla can not?" Sounds like a henchman-level propaganda with a predictable answer at the end: no. However, I promise you that I am actually looking at it objectively in the light of what has been said in the headlines.
The debates between Porsche Taycan and Tesla have been a bit tiring in recent weeks, but the revelation in "Plaid Mode" took them to another level. Then a German media broadcast reported that a Model S has already left the Taycan's Nürburgring time by almost 20 seconds, after all the problems with "bends" and overheating were inevitable for Tesla More news on the interesting contents of the V1
I think it's fair to ask what Tesla has left to achieve that, which could be a serious challenge.
At least for the next few years, there's obviously plenty on the plate: Model Y, Tesla Truck, Tesla Semi, Next Generation Roadster, and now updated S and X models in check mode. Oh, and the regulatory hurdles to turn Full Self-Driving into a legal reality still need to be overcome. I suppose having more gigafactories would also be a good idea, like the one teased for Europe.
Okay. Maybe this question is more lengthy than I thought. On the one hand, Tesla does not have to do everything an automaker could do. Many manufacturers are content to stick to their niche markets. But I do not see that Tesla is satisfied with that, especially given the markets they are already focusing on and the sales they are aiming for.
How about outdoor vehicles that are the next competitor to Elon Musk? Comment will probably be Rivian? The Michigan-based EV newcomer is dedicated to the travel-adventure crowd, and its R1T pickup has everything that they could dream of when they need a mountain camping trek. Rivian has even filed a patent for a "digital" gasoline can to increase the battery power for such trips.
While the Tesla Truck is coming, a "Blade Runner" cyberpunk theme does not seem to have Rivian customers in mind. That's fine, but would Tesla want to appeal to that base if it turns out to be lucrative? Why not bother building a truck if you do not want to attract truck people? However, Rivian's R1S SUV could be exactly where the customers are. The Model Y will appeal to a significant base, but the R1S will also appeal to another large crowd. The X model may be the Fabergé egg of cars, but sports and camping-oriented families may find an SUV that's traditionally engineered and a bit … more practical at half price.
There seems to be a decent amount of crossover between Tesla and Rivian bases – both customer groups have similar values and possibly similar budgets. Will Tesla play with his own dive cars? Or will they live together peacefully? I mean, Tesla and Porsche should not really be competitors, but there is still a model S on the Nürburgring
What about military vehicles? Other automakers like GM and Ford have been developing defense equipment over the decades, and Musk is already well versed in having government agencies on SpaceX as a customer. The US military is looking for alternative fuel vehicles, although hydrogen fuel cell technology seems to be at the center of attention. I am sure that Tesla's technology could easily win any competition, especially considering the semi-truck work and advanced battery products. But would Tesla want this type of customer at all? SpaceX and Tesla have different core missions, although they are compatible. I could also put a few ironies in Tesla to develop military vehicles, but I'm sure you can imagine what that is.
After all, what about smaller vehicles such as watercraft, off-road vehicles, motorcycles, etc.? Non-vehicle products? These are areas in which several other car manufacturers have entered as independent companies, and successfully. Musk may have joked that Tesla made an electric leaf blower, but Honda could perhaps vouch for the profitability of home appliances. Rivian has even suggested that this is something that is not necessarily a car. After Tesla's transition from the original roadster to the manufacture and delivery of several car models around the world (not to mention the solar kits), the company was likely able to easily equip its customers' homes with a variety of other battery-powered products. Tesla against John Deere, anyone? I'm not sure what kind of cultural war that might trigger, but Musk is not really the kind of guy who can escape such a challenge.
It seems Tesla will not need much more on his plate in the near future But after seeing what they have achieved in such a short time, the next enlargement could be upon us before we know it.