Tesla’s New Car Smell – Monday Note

Final paragraphs from a Tesla reality check

"But perhaps Tesla’s greatest challenge isn’t within the company. It’s the “Mary and Carlos” threat. Mary Bara is GM’s CEO; Carlos Ghosn is the emperor of the Renault-Nissan-Mitsubishi-Avtovaz conglomerate that recently jumped to the #1 position in the auto industry. Both industry chieftains now wield credible competitors to Tesla’s Model 3: the Chevy Bolt and the newer Nissan Leaf. The Bolt is in production, I see it in parking lots around Palo Alto, and the newer Nissan Leaf, promised for early 2018, succeeds the unsung, world’s best-selling electric car, the “older” Leaf introduced in 2010.
The Bolt and the Leaf come from experienced manufacturers. Elon Musk ran the table with with his earlier Model S and X creations. But now he may be facing competent competition."

Tesla’s New Car Smell – Monday Note