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Good wsj article on how to think about Tesla as either a tech disruptor or…just a car company with old designs.
My take? I think Tesla has done amazing things, but is vastly overvalued given the competition in the market. Tesla has become, to some degree, mundane. It’s a typical problem of upstarts that are fashionable and then…not.
It also doesn’t help that Musk’s foray into Twitter has for some reason positioned him as a defender of the right wing and exposer of Dem peccadillos. While what he has actually done is just exposed government wrongdoing on many fronts.
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Sic transit gloria mundi (so shut up and get back to work) -
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As many of you know, I spent four years in Detroit with a law firm that had large practices that were heavily dependent on design; in automotive, furniture, retail and consumer manufacturing and the like. For several years, I volunteered with a large, local organization that was trying to organize a North American Center of Design. They were working in feverish competition with a group from California. Both wanted to be the first with an enormous campus devoted to design. I left Michigan in 2018, so I don’t know what they’ve done over the past four years, but they were on the verge of site selection when I left, and had identified 1/2 dozen unique sites. My favorite was the Michigan Central Depot, which was an amazing building in Corktown. It operated until Amtrak ceased in 1988.
A number of automotive people I knew back in Detroit had a bit of a jaundiced eye with respect to Tesla, for two reasons: first, manufacturing vehicles on a cost-effective, yet high quality basis is trickier than most might think, and in fact, that has turned out to be true for Tesla. Separately, the design issues is where my Detroit Auto friends thought Tesla might really trip up. And I have to agree, having been in a fair number of Teslas, and domestic and foreign EVs.
Frank Stephenson, who has designed vehicles for BMW, Ferrari, Maserati, Fiat, Lancia and McLaren, shares his opinions, with the Tesla cybertruck:
Tesla Cybertruck design issues explained by legendary auto designer (teslarati.com)
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