I think that the biggest risk to TSLA is, collectively, the Japanese Companies: Honda, Toyota, and most importantly Panasonic, which manufactures loads of batteries for pretty much everything.
Imagine an electric version of the Camry/RAV4, or Accord/CRV. All the performance of a Tesla, at an affordable price, with all the other benefits of that Toyota and Honda offer:
- Reliable for the masses: functional and affordable transportation for the middle class.
- A strong network of dealers and service centers
- An established after-market for parts.
I heard a story about a guy who dented his TSLA fender. It cost him USD 7,000.00 (seven thousand United States dollars) to fix, because it had to be taken to a TSLA service center.
We all know that both of these firms are driving working electric cars around their test track, powered by a Panasonic or other Japanese battery start-up.
To hell with the Model 3. When Honda drops a muscle version of the Clarity, I'm getting out my checkbook.
This is the canary in the mine. Look at the new models from these companies.