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Comment by chii

> has many serious failures such as how long their truck has slipped.

i wouldn't call the cybertruck a true failure, since it's effectively free marketing, and they don't have a real obligation to make a sale.

Tesla's massive competitive moat is their battery making capacity. I do not believe the incumbent car manufacturers are able to catch up any time soon.

It would be the chinese manufacturers of electric cars that pose the biggest threat to tesla, not the US/western incumbents.

parent chii 3 years ago

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