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Yeah batteries are a big if. They could just become commodity items where Tesla doesn't have the scale to compete and the factories just become mill stones. On
by benj111 7y ago
Yeah batteries are a big if. They could just become commodity items where Tesla doesn't have the scale to compete and the factories just become mill stones. On the other hand, they could be a major competitive advantage.
I'm not convinced their superior efficiency is an unbridgeable moat either.
My biggest concern is their, and their CEOs approach to certain things, destroying goodwill to the point they cease being the tech darling. If you want to compete with BMW or Mercedes, you need the brand name and the engineering.
- HeadsUpHigh 7y agoNo tech moat lasts for long. The battery part might be just enough to bridge the gap until they have the scale to compete in price.