So according to his analysis, the things that keep Apple/Tesla in their market dominant position is (1) their brand communicates "quality" and (2) they have eno

So according to his analysis, the things that keep Apple/Tesla in their market dominant position is (1) their brand communicates "quality" and (2) they have enough capital that they can make cheap quality products with a one-time investment. If those are the key advantages, Tesla might be in trouble when Apple releases their own electric car. Apple already has the "quality" brand, and has much more capital.