Quote:
Originally Posted by Azure
Ford & GM are getting absolutely hammered right now with the supply chain being a disaster.
Tesla has been able to adapt and keep making more vehicles than they did last quarter. Each subsequent quarter that goes by where that is the case, the lead that Tesla has will be growing.
|
A mature manufacturer does well by using just in time sourcing for all their parts to keep overhead low vs a newcomer who needs the security of their own supply chain to avoid being priced out of the market. Tesla integrated vertically not because Musk is a genius, but because there's no way to compete for parts with the big boys