current valuation might imply 30 to 50% market share in the future but let’s look at it like a tech and not a car company
sustainable advantage in batteries? It is claimed by Musk, is it real ?
Tesla is an operating system with around a car, car design turned upside down. Will it translate into a sustaiable advantage vs car producers?
Tesla first at autonomous drive with Autopilot, famously claimed in a keynote where Tusk promised your Tesla could work for you as a Taxi while you don’t use it
Imagine Tesla can pack all these unique features in a skateboard other producers can customize with fancy bodies. The skateboard is the operating system in a android-mobile phones analogy
There is a tech story that holds, but theere is also 3 checks to performs, answer the 3 questions, will Tesla really be able to be consistently ahead of all car makers in the world ? In the end, will it be economies of newtok and winner takeall like in software and social networks? Let’s see