
"Tesla changed the world in 2012. The company existed long before that. But that was the year when the company proved its thesis. The brand launched the Model S, creating a brand new product category out of whole cloth, and blowing countless others to bits with its all-electric super sedan. Through iterative improvements, Tesla would go on to build the world's best-selling premium sedan, its best-selling EV, its best-selling luxury sedan, its best-selling SUV and its best selling vehicle, period, depending on the year."
"When Tesla built the Model S, it also built up a sales, service and charging ecosystem that made owning one pleasant. Many automakers still haven't learned how to do that with EVs. End-To-End Last month, I took a road trip in a 2025 Hyundai Ioniq 5 XRT. It is the absolute best EV that any legacy automaker sells in the U.S. It is the best you can do, if you don't build the full stack."
"But Tesla builds the whole stack. There's a robust charging infrastructure that is more seamless than any non-Tesla system at typically far lower prices. The vehicles are purchased from no-haggle company stores, not dealerships with high-pressure finance departments. The cars integrate seamlessly with your home, your power grid, your solar panels. The only good hotel chargers in the country seem to have Tesla logos, as do the best home batteries."
Tesla validated its electric vehicle thesis in 2012 by launching the Model S and creating a new product category, then iteratively improving across segments. The company coupled vehicles with a sales, service, and charging ecosystem that improves ownership and integrates with homes, grids, solar, and batteries. Legacy automakers produce competitive individual EVs like the 2025 Hyundai Ioniq 5 XRT but largely lack consistent EV profitability and full-stack systems. Tesla's integrated approach delivers more seamless charging at lower prices, no-haggle retail experiences, and broader energy-service monetization opportunities tied to portable power.
Read at insideevs.com
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