The value is this magic building: you put metal sheets & plastic granulate in one door and cars come the other door.
Most other vendord are only a marketing shell whereas everything is outsourced to a galaxy of suppliers. Tesla has full vertical integration and captures value of the whole chain including dealerships. Plus Teslas are have performance of supercar and can demand much higher margins.
Most other vendord are only a marketing shell whereas everything is outsourced to a galaxy of suppliers. Tesla has full vertical integration and captures value of the whole chain including dealerships. Plus Teslas are have performance of supercar and can demand much higher margins.