alt Hacker NewsTesla has no moat
1. Batteries - BYD has them beat 2. Self Driving tech - other players are better 3. Luxury brands already provide the luxury aspect & even better built cars 4. in the US they're being saved by US protectionism. in Europe etc - we already see the chinese brands making inroads for EV sales
Replies
energy123 • yesterday at 11:03 PM
Protectionism on inputs kills manufacturing. Imagine having to pay 15% more for all inputs and trying to compete with someone who doesn't have pay that.
➕ show 1 reply
01100011 • yesterday at 11:43 PM
Tesla also has a big Elon problem in that the blue cities where self-driving Taxis will be most profitable may opt for Waymo or boycott Tesla over politics.
➕ show 1 reply
I mostly agree on all points, but what self driving tech is better? I've periodically looked at the options, and nothing really seems to compare in North America. Maybe BYD and others have great tech, but stuff like Blue Cruise works hardly anywhere in Canada, and to me, that makes it virtually useless.