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brockm / Mike Brock
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2023-01-25 18:26:57

brockm on Nostr: I think Tesla is at pretty high risk of being "Blackberry-d". They're clearly the ...

I think Tesla is at pretty high risk of being "Blackberry-d". They're clearly the market leader, and they clearly have the potential to becoming overwhelmingly dominant for a long time in EVs, self-driving and energy storage, given some of their technological and manufacturing process advantages. But you might have said that about Research in Motion in 2005.

As a Tesla shareholder (yes, I still am), I'm pretty concerned that their Technoking is more a liability than an asset, given his decision to dedicate himself to a nonsense culture war.

They risk being caught flat-footed by someone else's "iPhone moment".
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