> It only took Apple a couple years to unseat Nokia as the top phone seller. Tesla, today, still sells less than 10% of the volume of the top car makers and sti

> It only took Apple a couple years to unseat Nokia as the top phone seller. Tesla, today, still sells less than 10% of the volume of the top car makers and still struggles to be cash flow positive. Apple had successful business in related fields before starting to sell phones, and the consumer purchase cycle for phones is much faster than cars. Unless traditional automakers take note and make big structural changes, the same pattern will happen here--only more slowly. > We already are seeing legacy car makers introducing EVs so the race is all but over. You're missing the point if you think being a good EV is the only significant differentiator Tesla has. It's probably only 1/3 of the things I love about this car that traditional automakers will be unable to compete with easily.