Startups can’t compete on those vectors. The capital requirements to compete in hardware and cloud are immense . Hardware is hard. As much as I hate to admit

Startups can’t compete on those vectors. The capital requirements to compete in hardware and cloud are immense . Hardware is hard. As much as I hate to admit it. Musk pulled it off twice even though I think Tesla is going to be crushed by the incumbents. Besides the Tesla infotainment system is second rate compared to a low end Nissan Sentra with AirPlay/Android Auto