-edit random thought- Seems like a whole lot of wealthy tech writers/bloggers want to sell themselves on getting a Tesla because somehow its similar to buying an early mac. There should be a specific term for the tech version of Keeping Up With The Joneses. I wonder how many of them drink soylent and order their quarters off of quarterly. I realize I am on a 'startup centric' site but god damn man some introspection is good people.
Surely if you think Apple/Tesla is going to be great, the smart move is to buy early shares, not early products? The products will still be good/relatively cheap in future - the shares won't.
I mean just like the saying its a extremely reductionist view of a person, but it touches on something in all of us and something too much in in a lot of us.
He wants Costco (low cost, low price, high volume, slim overall profit) and Apple (low cost, high price, medium-to-small volume, large overall profit) and Tesla (currently I believe high cost, high price, low volume, negative overall profit) to be the same, and so he constantly elides the differences. I think that overall his point is that Costco and Apple are fundamentally about having low costs that allow them to make a different volume/price tradeoff than their competitors, but he constantly confuses price and cost, and contradicts himself about Apple's volume.