I don't know any other company that offers vertical energy integration just like Tesla. I was just talking yesterday to a guy who loves his Model 3 and is waiting for his Tesla batteries in his house for over a year now (and can pay more if needed). He isn't thinking of using another company, as vertical software integration is more important for him than timing / price.

Yeah, that integrated offering is a great market differentiator. Still a much higher bar than the basic competence that SpaceX has had to display to eat everyone else's lunch.