Comment by bwv848

19 days ago

> so Tesla would light a fire under the asses of domestic players, forcing them to compete better with what was at the time, the pinnacle EV brand.

More like having Tesla to bootstrap the upstream suppliers so local brands can leverage them.

Which was a good strategy. It's not that far from older "Detroit strategies" that led to Chrysler, Dodge, Ford, and GM all competing for "world leader" from "The Motor City" in a past century.

If anything the shame is not that the Chinese pulled this off successfully, but that Detroit is still barely trying to compete in streamlining their bloated supply chains in light of EV competition; none of the US automakers are sharing upstream suppliers on batteries and all are scrambling in different directions on even some of the basics.