44. Everybody Still Hates Tesla, Part 1

Has any company made a bigger impact on the automotive sector in the last decade than Tesla? Love them or hate them, Tesla has masterfully used the extraordinary latitude it’s been afforded by investors and customers to disrupt the profit, supply and dealership structure of the industry.  This latitude is also potentially the Company’s biggest weakness, contributing to Groundhog Day execution problems and unnecessary “self-driving” claims. We revisit and offer updated commentary from our original Everybody Hates Tesla episodes of a few years ago.  

Note the “skip to” audio time stamps below.  You can read the related article here in 3 minutes.     

Host: Ali Tabibian of GTK Partners.  

On some podcast players you can click to jump to the timestamps below. 

(0:00) Updated introduction 

(6:27) Beginning of “Everybody Hates Tesla, Part 1”  

(10:00) Electrification 

(15:40) EVs are inherently premium vehicles