What’s insane is that Tesla has completely wasted the software—based advantage it once had because Tesla management is so erratic. They’re wasting time on fluff

What’s insane is that Tesla has completely wasted the software—based advantage it once had because Tesla management is so erratic. They’re wasting time on fluff and bizarre direction shifts from the top while VW and Hyundai and Ford and GM and Toyota are all either shifting to electric or already overtaking Tesla. Tesla’s only remaining moat is the charging network, and if that continues to be the case, the competition will eventually fix that too.