[edblarney]

"When you can steal market share from existing incumbents, oftentimes with a 10x better product value proposition, then currency, interest rates, and consumer credit are rounding error."

Tesla does not have a product that is fundamentally superior to anything.

Regular car companies releasing amazing electric cars that are now 'long range' and for 1/2 the price.

Tesla's nice display and 'danger modes' are a gimmick.

They are running out of competitive advantage very quickly.

And they are missing production milestones.