[raw_anon_1111]

Okay. He invented it. So what? Other companies are selling more and the first mover advantage is moot.

And the other examples you ara giving…

Apple’s valuation went up as it was clear that Apple had a sustainable advantage and was going to see increasing revenues and profits going forward. Where are the companies that invented the modern smart phone?

Microsoft has a sustainable advantage that hasn’t been challenged in over four decades with operating systems, office apps and later cloud services. But their stock was in the doldrums in the 2000s when investors didn’t see a sustainable advantage with increasing revenues

Meta has also been volatile when investors didn’t see a sustainable advantage.

Amazon also has a moat

What does Tesla have?

[WalterBright]

> What does Tesla have?

It does more than cars. It's in the solar energy business, the grid scale battery business, AI, FSD, robotics, a global network of superchargers, home battery systems, etc.

Tesla shareholders voted to offer him a $1t compensation package over the next decade, provided he meets certain targets.

[raw_anon_1111]

Yeah - and how are any of those other bets doing? The shareholders only voted for him to keep their meme stock afloat.

Again what is their moat? Waymo is much further along with self driving, they are a very distant also ran in AI and absolutely no company is going to choose them over anyone else, and their supercharging network is more anemic than you think it is in the vast majority if the US let alone the world.

China has shown its very capable when it comes to battery technologies and they have most of the rare earth minerals needed.