[joshspankit]

What they do have a huge lead on, and which is not clonable, and which is under+appreciated since the lack of it takes a while to affect profits is attention to detail.

They not only put a lot of thought in to their trucks to make them some of the best EV trucks in the world, but if they stay focused they can continue to bring that level of care and attention to all their future vehicles. At that point the cloned features look cheap and are already behind by the time they hit the market. You see this kind of pattern play out all over the place.