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Battery costs. It has a substantial lead and should continue to as it is far ahead in terms of scaling and reducing cost.
by dd36 5y ago
Battery costs. It has a substantial lead and should continue to as it is far ahead in terms of scaling and reducing cost.
- colinmhayes 5y agoYou think Tesla will have cheaper batteries than literally everyone else forever? Incredibly hard for me to believe that at least one company won't be able to create a competing battery. Differentiating on hardware has never been a way to create a trillion dollar company. It requires lock in via incredibly brand loyalty and Tesla doesn't have a big enough customer base atm.
- dd36 5y agoNot forever but long enough to become the leader. Apple continues to innovate despite plenty of opportunity for everyone else to catch up.