The comparison to Apple or a software company only makes sense is if an incremental sale requires very little investment. That's not true for Tesla though. They

The comparison to Apple or a software company only makes sense is if an incremental sale requires very little investment. That's not true for Tesla though. They have to scale up massive factories to meet demand, while Apple can quite easily scale up iPhone production through contract manufacturers. Apple can also scale up their subscription revenue on TV, Music, Arcade and what not with zero incremental investment. These two companies are not comparable at all. Apple has very little CapEx on its books.