| The legacy automakers are a lot smarter than Tesla investors gave them credit for. They've been making the right investments at the right times to capture the right markets at the right times. Tesla is too early and too up-market to win on a 50 year timeframe. The automakers went through this last century and their veteran survivor DNA is starting to show. > AI, vertically integrated This is true for most of the traditional auto companies, but they keep their self-driving divisions at arm's length and are more conservative with deployment into consumer vehicles. Tesla is starting to learn why. Just because it's a majority stake in a separate company doesn't mean it isn't vertically integrated. > solar panel, vertically integrated [with car/AI] Consumer: Why would I care that my solar panel and home battery are from the same provider as my EV and SDC? This is more like bundling than vertical integration, and it's not a bundling story that makes much sense to me as a consumer. Biz: There is a solar+charge infra+EV van/truck play but Ford will win. Ford has a more compelling story here, because their Transit vans are best-in-class, the EV F-150 actually exists (and cybertruck will be an F-150 consumer competitor not a F-150 commercial competitor) and Ford has the SMB sales penetration and general knowledge. I don't see Tesla understanding this market before it's too late. > battery, vertically integrated This is the competitive advantage, but it's eroding quickly. The clock is ticking. |