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gsibble | 2 months ago
Amazon is not a competitor until they actually have a viable product which they may never achieve.
gsibble | 2 months ago
Amazon is not a competitor until they actually have a viable product which they may never achieve.
danny_codes|2 months ago
Like Tesla, SpaceX was ahead of the game by making big bets on new technology. Over time, that lead erodes when other players start competing. Tesla is now a declining player in EVs rapidly falling behind market leaders in AV and battery tech. I suspect spaceX will have a similar trajectory
panick21_|2 months ago
Tesla integrated other peoples cells into a nice system, but they were never uniquely good at that. They were successful because they invested a huge amount into scaling battery manufacture faster then anybody in the beginning. Something that everybody could replicate.
SpaceX on the other hand has a true technical advantage. But its also a much smaller market.
standardUser|2 months ago
ben_w|2 months ago
Well, the US sphere of influence, at least.
Musk's aggravating enough of Europe that he may find that door is closing and locking.