[Raidion]

It's weird. Tesla really just a car company but Tesla (as a stock) is priced like the market expects they solve (of some definition of "solve") the self driving car problem sooner than their competitors.

Ford/Toyota/etc can almost certainly build better cars, but it doesn't have the technology focus, culture, or data to make it as big of a player in some hypothetical multi-trillion self driving car industry.

Not saying Tesla doesn't have some advantages over incumbents in terms of battery supply chain, etc, but those are reasonably solvable problems given enough money and time. But it's hard to catch up to the amount of data/machine learning on that data Tesla has done.

[sixQuarks]

You haven’t looked into Tesla enough if you think legacy car manufacturers can catch up to Tesla’s manufacturing and battery lead. Chinese automakers have a chance, legacy US manufacturers no way

[wbsss4412]

Tesla doesn’t have a fully integrated battery supply chain, though.

Panasonic, LG, CATL, BYD, etc are going to be the leaders in the battery supply chain from what I can tell, and the legacy manufacturers will be able to buy from them just fine.