Quote:
Originally Posted by burn_this_city
I don't see a moat around Tesla at all. To date they get their batteries from Panasonic. So what are we left with? Electric motor tech? First to market? Cult of Personality?
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Ding ding ding.
A car company that makes niche performance vehicles is not worth $300 billion.
Ferrari is worth $30B. And Ferrari doesn’t build any of their cars outside.