Tesla Q3 2021 Earnings
Multiple commenters have observed that Tesla faces increasing competition from Ford, Porsche, and others. But I don&#x27;t think it&#x27;s obvious at all that competitors can catch up:<p>* Autopilot. Safe or not, autopilot is very convenient and super permissive, and owners seem to love it.<p>* Superchargers. Third party charger maintenance is an unsolved problem, and CCS DC fast chargers are often broken, where they exist at all. It&#x27;s truly awful. Maybe the federal government will bail out Ford here with a charging infrastructure program... or maybe not.<p>* Status symbol. There&#x27;s a reason Tesla has replaced Cadillac as a symbol of luxury in pop culture.<p>* The Model 3&#x2F;Y itself is a smooth, luxurious and fast ride. Don&#x27;t discount the car&#x27;s ability to compete on the traditional merits. (Edit: this is my opinion, based on comparing a Model 3 to a 3 series as well as various Nissan cars. YMMV; it&#x27;s subjective.)