[jim0266]

The "special sauce" for Tesla is in the manufacturing, or as Elon Musk likes to say, "the machine that built the machine." Musk has built a corporate culture that drives innovation and change at breakneck speeds. Seek out a few Joe Justice videos to dive deeper into this.

Tesla has upended the way cars are being built with mega casting and structural battery packs. Their next-gen car will be another step change with the "unboxed" method.

The odds of anyone catching Tesla is about nil. Apple's chance may be less than that. Are they going to pay BYD to make cars for them and lose that margin?