[mmt]

> I don't see any Tesla technology that can't easily be replicated by any other car manufacturer

I'd agree with you if it weren't for the word "easily". I think even the original commenter would agree that such replication would then constitute the new Nash equilibrium.

> Plus the other car manufacturer's don't need to learn to run an assembly line.

I would argue that assembly lines are a very old technology that Tesla is merely replicating. It's just not easily replicated, at scale, especially with any novelty thrown in.