> Is Tesla so far ahead of competition that they are all trying to copy their playbook a decade after? I'm not sure Tesla is "far ahead" of the competition, s

> Is Tesla so far ahead of competition that they are all trying to copy their playbook a decade after? I'm not sure Tesla is "far ahead" of the competition, so much as they announce stuff earlier and attract more hype and fanfare. (Compare Cybertruck to the Silverado EV, for example -- Tesla was years earlier in announcement and parties, but only a few months off from each other in likely actual ship date. Similarly, Tesla has been announcing/mentioning the 'Model 3' as their 'affordable family car' as far back as like 2008, but the Bolt EV actually shipped in late 2016, and the comparable Tesla Model 3 didn't ship until mid 2017). In terms of "why enter the energy business", it's an easy "nearly freebie" line of business if your building EV's already. (Like how Starbucks slowly added food to their menu, as McDonalds slowly added fancy coffees). Nissan, for example, launched the Leaf EV in 2010, and has been dabbling in home energy since at least 2015 or so. > Are there any late mover advantages GM has here? GM has a fleet of support infrastructure in place, as well as trustworthy guarantees on replacement parts and service. Tesla historically has done the opposite, preferring a more Apple-like proprietary parts and vertically-integrated labour network. That difference may not matter much on consumer electronics, but when your buying 10+yr long vehicles or bolting things to your house with 20+ yr lifespan expectations, it may factor in a lot more.