Yeah, I stopped reading at the assertion that other car companies have caught up to Tesla. Lots of people have not internalized what's going on at Tesla. They

Yeah, I stopped reading at the assertion that other car companies have caught up to Tesla. Lots of people have not internalized what's going on at Tesla. They still seem to be stuck on the idea that when the large, experienced auto manufacturers start really ramping up EVs, Tesla will be swamped. What seems to have gone unnoticed is that Tesla has significantly higher margins per vehicle than all other major automakers, including Toyota. Tesla is years ahead on batteries. While the rest of the industry is fighting over a limited supply of third-party batteries, Tesla is buying nickel directly from Vale, for their own batteries, in their own form factor, with their own chemistry. Tesla is beating the established automakers on scale and profit margins. OTA Updates? Rapid iteration cycle? Supercharger network? Doubling factories every few years? Tesla has lots and lots of problems, from servicing, to pricing, to build quality, to various ethical issues. But they're years ahead on EVs.