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Amazon began selling more than books, Tesla is still only automobiles. I'm not sure the analogy holds up, unless Tesla started licensing out parts of their vert

by Andrex 6y ago

Amazon began selling more than books, Tesla is still only automobiles. I'm not sure the analogy holds up, unless Tesla started licensing out parts of their vertical integration (such as how Sony's image sensor business licenses and contracts to all kinds of non-Sony devices.)

xur17 6y ago
Tesla also sells batteries and solar panels. And folks would argue that Tesla is more software focused than other car makers (and therefore should be able to command a larger margin).
rcMgD2BwE72F 6y ago
>Amazon began selling more than books, Tesla is still only automobiles. 82% of Tesla revenues are from the automotive segment. https://ir.tesla.com/static-files/c1723af4-ffda-4881-ae12-b6f3c972b795 https://ir.tesla.com/static-files/c1723af4-ffda-4881-ae12-b6...