The established players, burdened by legacy systems and a history of incremental innovation, seem to struggle to match Tesla's agility and appeal to a consumer base hungry for change.
One aspect that perhaps deserves more emphasis is the interplay between technology, culture, and consumer identity. Tesla has effectively positioned its vehicles as not mere modes of transportation but extensions of a particular lifestyle—one associated with sustainability, technological advancement, and a certain rebelliousness against the status quo. This cultural dimension, I believe, is crucial in understanding Tesla's success beyond its technological prowess.