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Marc Faber: Tesla shares are going to $0
- jph 10y ago"What they produce can be produced by Mercedes, BMW, Toyota, Nissan. Anybody in the world can make it eventually, at much lower cost and probably much more efficiently," That's exactly what some experts have been saying about Apple for decades. In reality, Tesla and Apple are selling continued innovation, and creating the innovation by marrying significant leaps in hardware (such as batteries and chips) and software (such as AI and machine learning).
- prodigal_erik 10y agoBut they were right! Clone vendors were eating Apple's lunch because they were more efficient producers of hardware that could run MacOS. That's why Apple cancelled their licenses and attacked them in court. Nobody cares about Tesla compatibility, so they can't maintain a monopoly that way. Edit: and T-A points out that they promised not to use their patents against competitors. Maybe the supercharger network could be their moat?
- T-A 10y agohttps://www.tesla.com/blog/all-our-patent-are-belong-you https://www.tesla.com/blog/all-our-patent-are-belong-you