> It's easier for Tesla to find someone skilled in car manufacturing than it is for other manufacturers to build the brand demand that Tesla has. If supply was

> It's easier for Tesla to find someone skilled in car manufacturing than it is for other manufacturers to build the brand demand that Tesla has. If supply was not a problem Tesla would still not sell as many automobiles as other brands. Ford sold something like 5 million automobiles in 2016. The Model 3 has 1/10 that in preorders. Tesla has a great brand in EVs, and Tesla has great market growth, but it has to double several more times until it reaches the established demand other car companies enjoy. I'm bearish on Tesla. Everyone ships more units then Tesla. Japanese companies are outselling Tesla on EV units. German companies are 1-3 years behind on luxury EV units in terms of quality. I'm hedging my bet by considering the gigafactory. If we see 5 gigafacotries by 2022 they'll have a significant position in the entire CE & EV industry for decades.