When/where did Chamath say this? I'd like to see his full explanation if I can 
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https://t.co/rNoqrKKSU4?amp=1
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Thank you!
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Tesla isn’t in Apple’s league
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Always hard to argue with Tesla bulls but my guess is that because everyone’s going electric, Tesla will have no differentiation. Musk will win by ushering the electric revolution but the company won’t.
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That’s like saying the iPod isn’t differentiated from the Zune
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I’ve driven a Tesla, UX is very good but imo not a game changer. When people will have to choose between a $35K electric car and a $20K electric car I believe the latter will win
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Following this logic, there would not be any cars above 20k today. Price point is only one slice into why people buy. Identity competes strongly for purchase behavior. Tesla dominates this today. Only thing in Tesla’s way is manufacturing. One they can scale, they will dominate.
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That doesn’t follow the logic, the fact that some people buy expensive cars doesn’t prove that in general people don’t care about price
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In Tesla’s case - use as much Govt subsidies which actually skews the market and true value
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Sounds easy
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5. Post ridiculously obvious stuff as a tweet.
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