>Now replace Netflix with Tesla and this could be the same case in the automobile market in a 3-5 year span. Market leader because they lead the industry in one

>Now replace Netflix with Tesla and this could be the same case in the automobile market in a 3-5 year span. Market leader because they lead the industry in one element but once that tech (batteries/EV/charging network) is commoditized, the market leader could suffer. Nobody chooses their streaming service based on the image it projects. Tesla "won" some demographics and that's gonna be hard to shake.