At which point making a better product at lower prices stopped being a moat? SolarCity was a totally different business (installing traditional solar panels bu

At which point making a better product at lower prices stopped being a moat? SolarCity was a totally different business (installing traditional solar panels but mostly the business was financing those installation) and Tesla is winding it down. The future of energy in Tesla is Solar Roof, Powerwalls (residential storage) and Powerpacks (utility-scale storage). In storage Tesla has significant advantages on cost because of scale. Battery cell production is a Joint Venture with Panasonic (so I'm sure they get them cheaper than anyone else) and they have greater scale than all non-Panasonic cells and the batteries involve lots more components (and cost) that just cells and Tesla makes that, at scale. Powerwall is significantly better looking than the competition I could find (LG Chem RESU and Pika Harbor are plain ugly, Sonnen eco looks decent). Tesla has superior marketing and distribution (all those people buying Teslas are exposed to Solar Roof and Powerwalls and can order online). Solar Roof looks like a product without the competitor. Both Powerwall and Solar Roof are sold out a year in advance. I'm less versed in utility storage business but based on headlines Tesla is killing there as well, breaking size records one after another, doubling the size of the business YoY, which is a crazy growth. If you claim competition then name names and provide data that shows that they are actually doing better than Tesla on some reasonable metric like revenue.