[flexie]

I don't know (m)any company as innovative and disruptive as Tesla. Apple, maybe.

And if anything, Tesla is internalizing risks with the strategy of vertical integration.

Do more Teslas catch fire than ordinary cars? I doubt it.

Tesla has some 400,000 buyers literally paying $1,000 for the honour of getting in line for years to pay Tesla another $35,000 for a model 3. Which other automaker has customers that passionate? Sure, Apple had a few thousand waiting for days in front of their stores before every iPhone. But that was college kids. But show me an automaker that can excite people as much as Tesla.

I hope that there will serious competition for Tesla, but I think VW and Mercedes are not the ones.

[vkou]

> Tesla has some 400,000 buyers literally paying $1,000 for the honour of getting in line for years to pay Tesla another $35,000 for a model 3. Which other automaker has customers that passionate?

Lada.

Back in the Soviet Union, this is how every car was bought. Except the wait would sometimes be decades.