Tesla Case

The Tesla case by Miquel Lladó explores the challenges and opportunities faced by Tesla in the evolving electric vehicle (EV) market during the 2020s.

It highlights Tesla's position as a market leader, driven by its innovative approach, strong brand, and first-mover advantage. However, the case also examines the broader challenges in the EV industry, such as the lack of affordable vehicles, limited charging infrastructure, and consumer hesitancy regarding EV technology.

It discusses Tesla's strategies to address these issues, including cost reduction through innovations like "gigacasting" and the development of a low-cost "Next Gen" vehicle priced around $25,000.

The case further analyzes competitive pressures from traditional automakers and emerging Chinese EV manufacturers, as well as the impact of regulatory changes and government incentives.

Ultimately, the case invites discussion on Tesla's ability to sustain its leadership and execute its "Master Plan" amidst these dynamics.