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by specialist
1742 days ago
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Yes and: Tesla is integrating vertically, like mining lithium. Both as hedge against supply disruptions and to squeeze efficiency. > ...like Apple iPhone destroyed... Also copying Apple's monopsony playbook. Tesla bought booked the production of "gigacasting" gear. Just like Apple bought all the CNC machines (for making unibody cases) and miniature harddrives (for iPod) and... So competitors can't emulate, even if they wanted to and had the capital. |
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