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Originally Posted by burn_this_city
I don't see a moat around Tesla at all. To date they get their batteries from Panasonic.
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At least get the basics correct, Tesla builds the batteries in their factory licensed from Panasonic.
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So what are we left with? Electric motor tech? First to market? Cult of Personality?
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What is left? Software, motors, platform, battery tech, design, efficiency, tooling, brand loyalty. Tesla spends zero on advertising, is #1 in brand loyalty. Also what is wrong with "electric motor tech" Tesla wipes the floor here, best efficiency, best power, best range. Lucid on paper will beat Tesla here we'll see.