> This is "no one goes there anymore because it's so crowded" argument. This is a very true argument about the margins/economics of a business. If it is easy f

> This is "no one goes there anymore because it's so crowded" argument. This is a very true argument about the margins/economics of a business. If it is easy for competition to enter, it becomes very hard to make a high-margin, valuable business out of it. > As to blanket "commodity" argument: McDonald sells hamburgers, Coca-Cola sells flavored water in a glass bottle and StarBucks sells coffee in a plastic cup. All of these have substantial moats in either brand, training, or real estate. In what way does Tesla have any of these (brand matters far less for larger financial decisions like this) and why is it any advantage to any of these areas to have this attached to an electric car company? And in this area, they already are no longer the leading brand, and have fallen behind many other solar companies.