It will be an interesting dynamic. Clearly if anyone has the chops, it’s Apple. They have just started to topple Intel’s monopoly with M1. The company is poised

It will be an interesting dynamic. Clearly if anyone has the chops, it’s Apple. They have just started to topple Intel’s monopoly with M1. The company is poised to dominate the personal computing. That being said Tesla is no slouch. It’s led by a maverick founder - someone who has shot astronauts to ISS, built electric cars and drilled big holes into the earth. Ironically he seems to be taking the position of Steve Jobs It will be a mistake to discount either. If anything it’s two likely outcomes are: - America will maintain leadership in innovation - Consumers will benefit