The Machine that Builds the Machine. Is this Tesla’s Competitive Advantage?

Sep 26, 2023

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I bought Tesla stock in November 2018, when the company was valued at $53.5 billion. What convinced me to invest was what I considered to be the company’s breakthrough achievement then: learning to mass produce electric vehicles (EVs).

The Elon Musk biography by Walter Isaacson, confirms that the accelerant which drove the growth in Tesla’s valuation beg…

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