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by Gibbon1 3401 days ago
When I worked at Intel there were some comments along the lines of 'Intel is a Fab House that designs Microprocessors on the side' One can apply that to Tesla as a battery manufacturer that also builds cars.

Strength I see for Tesla is unlike the other car companies they don't have capital tied up in the legacy car business. Granted legacy is 97% of the market right now, but it won't be in ten years.