t would be one thing is Tesla had patents amounting to a moat. They don't. At this point, all they have to set them apart from everybody else making EV's is their charging network.
If I was Tesla, I would be getting out of the direct car market (if I had ever really gotten into it ITFP, which I would not have been inclined to other than as a tech showcase) and be focusing my energies on batteries/motors, and the charging system--trying to make my system the industry standard. Get the big manufacturers to use my tech.
But then I am not a mega-billionaire entrepreneur, so what do I know.
I am going to enjoy watching the stock price return to Earth in the next couple years.
t would be one thing is Tesla had patents amounting to a moat. They don't. At this point, all they have to set them apart from everybody else making EV's is their charging network.
If I was Tesla, I would be getting out of the direct car market (if I had ever really gotten into it ITFP, which I would not have been inclined to other than as a tech showcase) and be focusing my energies on batteries/motors, and the charging system--trying to make my system the industry standard. Get the big manufacturers to use my tech.
But then I am not a mega-billionaire entrepreneur, so what do I know.