Yeah, I'm not saying the Tesla is poorly engineered. But OTOH it seems hard to argue they have some special sauce that gives them 20% advantage over everyone el

Yeah, I'm not saying the Tesla is poorly engineered. But OTOH it seems hard to argue they have some special sauce that gives them 20% advantage over everyone else. I don't see how they have a moat - partly because designs are already running close up against the fundamental physical limits e.g. in aerodynamics and power electronics. Another example: the Hyundai Kona is a purely electric platform that doesn't need to compromise, and it matches the efficency of the Model Y.