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Course Overview and Framing: Tesla vs. Emerging and Legacy Challengers (with focus on TOGG and Volkswagen Group dynamics)

Course Introduction and Comparative Lens

Market Landscape and Players

Business Models and Go-To-Market Strategies

Vertical Integration vs. Ecosystem Orchestration

Revenue Stacks and Monetization

Technology Roadmaps and Execution

Platforms, Batteries, and Manufacturing

Software, ADAS, and Connected Services

Competitive Strategy and Global Positioning

Pricing, Incentives, and Route-to-Scale

Brand, Customer Experience, and After-Sales

Capstone Analysis and Synthesis

Strategic Scenario Workshop

Knowledge Checks and Feedback

Quiz 1: Market Landscape and Players

Quiz 2: Business Model Fundamentals

Quiz 3: Technology Roadmaps

Quiz 4: Competitive Strategy

Quiz 5: Capstone Readiness

Course Feedback Survey

Quiz

Tesla vs Legacy Automakers: Business Models, Tech, Strategy is a practitioner-focused course that dissects how Tesla stacks up against legacy and emerging OEMs—spotlighting TOGG and the Volkswagen Group. You will learn how different business models, platform choices, and go-to-market strategies translate into cost, speed, margins, and customer experience across regions. Using value chain analysis, unit economics, and total cost of ownership (TCO), the course equips you to evaluate EV competitiveness through batteries, software, manufacturing, and policy incentives (IRA/EU/EMEA). We compare vertical integration with ecosystem orchestration, direct sales with dealer networks, and recurring software revenue with traditional after-sales models. You’ll explore platform architectures, battery chemistries, ADAS roadmaps, charging ecosystems, and brand positioning—culminating in a capstone that stress-tests strategies for North America, Europe, and the Middle East. Ideal for operators, product leaders, strategists, and investors, this course translates industry noise into clear, actionable insights you can use to forecast outcomes, build strategies, and make better bets in the fast-evolving global EV race.

Tesla vs Legacy Automakers: Business Models, Tech, Strategy

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            <p>This course examines how Tesla’s integrated business model, technology stack, and route-to-market strategies compete with—and diverge from—those of legacy and emerging automakers, with TOGG and the Volkswagen Group as reference challengers. Learners will define a common vocabulary for business models, technology roadmaps, platform and vertical integration choices, and go-to-market constructs, then apply an evaluation framework that blends value chain analysis, total cost of ownership and unit economics, product–market fit, regulatory context, and regional dynamics. We begin by situating Tesla globally across market share, regional strengths, product portfolio, and pricing bands, and then profile TOGG and Volkswagen Group by origins, positioning, geographic focus, and EV product roadmaps. Along the way, we map competitive arenas by vehicle segments, software feature sets, charging ecosystems, and brand perceptions to ground the comparative lens in concrete market realities.</p>

<p>From there, the course explores business model choices that shape cost structures and margins: Tesla’s vertical integration in manufacturing, software, powertrain, and retail versus challenger reliance on partners and suppliers, including the implications for iteration speed and risk. We analyze revenue stacks across vehicle sales, software, connectivity, energy, financing, and after-sales, with particular attention to subscriptions, OTA monetization, warranty and service models, and residual value strategies. The technology roadmap modules compare platform architectures, battery chemistries and pack design, supply agreements and recycling, as well as manufacturing systems such as gigacasting, factory software, localization, and capacity ramp risks. We also dissect software and ADAS strategies—stack ownership, OTA cadence, sensor suites, data flywheels, regulatory constraints—and connected services spanning apps, charging integration, and energy management. Finally, we address competitive strategy and global positioning: pricing tactics and localization, government incentives and trade policies (IRA/EU/EMEA), and pathways to scale via partnerships, joint ventures, and regional assembly. The capstone culminates in side-by-side SWOT and value-chain stress tests for Tesla vs. TOGG/Volkswagen across North America, Europe, and the Middle East, sensitivity modeling of unit economics, and 3–5 year strategic recommendations, reinforced by staged knowledge checks and a feedback survey to consolidate learning.</p>
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