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Re:Tesla's market cap now accounts for roughly 1/3rd of the ... by 0xy on Tuesday December 15, 2020 @04:32PM (#25435518)
GM has more manufacturing prowess. Higher scale, over double the margins, more automation experience etc.

That's just GM. Ford and others are the same. The Ford F truck line is practically a money printing operation.

A fancy UI on a screen is not a defensible moat, not when you suck at manufacturing (QA is still bush league).

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