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Comment by justaguyonline

With the level of outsourcing and specialization that has gone on, most car manufacturers are evidently not really car manufacturers anymore, but actually internal combustion engine manufacturers and assembly line operators. They just pay other companies to make most of the parts for them and keep the engine in house as their "secret sauce", as a technology that can't easily be copied.

Likewise, Tesla isn't really an electric car company or even an electric motor company. Electric motors are something everyone's known how to make for a hundred years and they actually get a lot of their generic car bits like their interiors from the same companies who supply traditional car companies. Tesla's actually a battery pack company (this is why the PowerPack and the SolarCity merger makes sense). It's the knowledge and the experience that went into those packs that keeps other companies from easily copying Tesla.

The problem Ford and any traditional automaker faces is somehow pivoting from their current secret sauce, which took them decades and billions of dollars to develop, to a new one in a field that's completely unrelated, where almost nothing they already know applies.

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