"When I saw Telsa focussing on a single car for a year I knew they would be a winner." And they still have terrible quality of assembly. "Telsa, Apple, Shopif

"When I saw Telsa focussing on a single car for a year I knew they would be a winner." And they still have terrible quality of assembly. "Telsa, Apple, Shopify, Amazon, Google." Isn't this really just 'invest in SV scaleups? What are the forecasts for Xiaomi, or s Panasonic?