[peteradio]

So Tesla is like 6 months ahead w/ some modest differentiators and no moat for those differentiators? I think Tesla is doing good things and Elon is some fresh air but still I don't see the competition giving all their customers away (or even a huge portion). Isn't it customers that matter?

[justicezyx]

Where is 6 months coming? I routinely hearing people in auto supply industry claims 3-5 years is usually how a new component enter market with serious adoption. For system like Tesla's entire electronic, 5-10 years seems what they are speculating.

[peteradio]

> Where is 6 months coming?

My pooper. Thanks for clarifying the timeline, that is something if true.