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[a] And let's not forget the power of the Tesla brand. Tesla stands for sustainability and amazing performance and Silicon Valley cool. Still, making the Model 3 a success is going to require expanding the complexity and scale of Tesla's operations to an unprecedented degree.
Musk's track record to date shows he's well positioned to pull it off.
Whether he actually does is anyone's guess.
[b] However, it's also true that an all-new electric drivetrain makes a radically better product possible. A Tesla car drives faster than a sports car, and has a trunk in both the rear and the car. The difference between a Tesla automobile and your run-of-the-mill Chevy is arguably as big as the difference between the first iPhone and a 2006 Motorola flip phone.
[c] Strategy analyst Ben Thompson compares Tesla's cars to the iPhone, which was immediately so much better than what existed that it simply made everything old irrelevant. Of course, Tesla hasn't made gasoline cars obsolete - at least not yet. And it certainly won't render them useless practically overnight the way the iPhone did with dumb phones.