And, maybe I should add, to what extent does Tesla have a significant advantage in robotic manufacturing and robots in general, which is hard to judge.

Yep, except the last part ... it's easy to judge. Well, not easy, it just takes a lot of work. Go through every element of the business from design, manufacturing, suppliers, capital efficiency, distribution and service for their AI products. When you're through I think you'll find they lead in every area. Maybe China is going to be competitive but there are a lot of geographies where they won't be welcome. It's the biggest opportunity ever: replacing human labor. You don't have to win every market to get a 10X out of this.

People call their diverse set of capabilities "the full stack." Lots of YouTube videos out there where people people go into minute detail discussing each of Tesla's competitive advantages.


You've broken through the FUD if you're starting to look at the business and their products. Isn't that what matters? And nobody has a product roadmap equal to Tesla's.

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