It’s the attempt to fulfill the story they’ve been selling since the beginning, which is exactly the EV-company-but-with-sticky-SaaS-revenue you’d expect from S

It’s the attempt to fulfill the story they’ve been selling since the beginning, which is exactly the EV-company-but-with-sticky-SaaS-revenue you’d expect from SV. A problem when you try to span those markets is you lose access to support from other major companies because you open up too many competitive fronts. A further problem is when you try to reproduce a model (oil companies) that is dependent on finding and securing resources when almost everyone has a sufficient and unending oil-well-equivalent permanently incident on their roof.