Software Skills I'll grant you they could have an edge here, but would listen to arguments the other way. Plenty of talented software people out there, and Te

Software Skills I'll grant you they could have an edge here, but would listen to arguments the other way. Plenty of talented software people out there, and Tesla has no monopoly Semi-Truck Project They were not the first, and are behind other companies right now. No capital to manufacture it. Supercharger network You're right, it's like owning the gas stations. And gas station owners will do the same. Installing chargers isn't hard. Very shallow moat. Expertise in batteries/packs/Gigafactory Most of which is Panasonic, but they do have some high tech pack management systems. Probably an advantage at this point. Ancillary battery products, Powerwall and Powerpack. Low margin, competitive space. Solar Roof Solar City bail out is complete and the company is being written off internally. Does the Solar Roof even exist? Last I heard it was still "in testing". At the end of the day Tesla makes cars. Good, innovative, expensive cars. It's also a low margin, competitive space where companies operate at sometimes single-digit multiples of earnings.