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Having Apple stores in every big city doesn't represent a considerable moat for Apple. If you had to go to a computer store every couple of hours to be able to
by worldsayshi 6y ago
Having Apple stores in every big city doesn't represent a considerable moat for Apple. If you had to go to a computer store every couple of hours to be able to use a computer then your analogy would be more applicable. Apple stores are not infrastructure components. If you own infrastructure you have some responsibility to share it.
- ehvatum 6y ago> If you own infrastructure you have some responsibility to share it. Inasmuch as GM had responsibility to help build Tesla’s supercharger network, I agree.
- 908B64B197 6y agoLegacy car makers have an extensive network of dealerships they can leverage to build their charging infrastructure. The fact that an SV startup managed to build itself what might be considered a moat by some regulators in a few years while being laughed at by the legacy carmakers is very ironic.