Remember how Tesla was going to get crushed because every other manufacturer could just roll out electric cars?
"All the other companies need to do is figure out how to do good design and make good software, fix the dealership experience, and then open giant battery factories, but that's pretty much white label Panasonic anyways, other than that giant factory part. Where's the moat?"
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Lots of great vehicle designers,
$TSLA sales and services process is a nightmare, lots of industrial cos can build ‘giant factories’. Seriously: where’s the moat ? - 1 more reply
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