“In trucks, of course [Elon Musk’s] stepping into it, but we don’t see him as someone who is threatening us because you need a whole infrastructure.”
Marc Llistosella, head of Daimler Trucks Asia, shows no signs of worry about Tesla’s semi truck, as he believes industrial goods to be quite different from a consumer market. Well, Tesla has proven disruptive more than once already.
“With no clear pathway to high-volume EV production for these OEMs before the mid-2020s, Tesla will be given a near-monopolistic opportunity to gain market share and outcompete the incumbent automotive industry.”
Alexander Haissl, who leads a team of Berenberg analysts, sees Tesla in the lead with its all-in approach that contrasts what he calls the “low-risk, low-investment” strategy of other carmakers when it comes to EV manufacturing.