The moat is a few things, but most relevant to this conversation is manufacturing consistent quality vehicles at scale. Tesla has spent a ton of time trying to

The moat is a few things, but most relevant to this conversation is manufacturing consistent quality vehicles at scale. Tesla has spent a ton of time trying to solve that, but people look past it because Tesla builds cars people want that aren’t being built by the legacy automotive industry. Weird, people want an electric car that doesn’t look like a dork-mobile who could have guessed. These companies are being dragged kicking and screaming into the future, and the best retort is inconsistent panel gaps.