Hi Michael, very interesting read. One of the things that Elon keeps talking about re: competitive advantage for Tesla is the advancements in self-driving technology. He might be right. The business model for the self-driving technology is actually a subscription model. So as this technology comes mainstream and really good, each car that Tesla sells will have re-occurring stream revenue...
Hi Michael, very interesting read. One of the things that Elon keeps talking about re: competitive advantage for Tesla is the advancements in self-driving technology. He might be right. The business model for the self-driving technology is actually a subscription model. So as this technology comes mainstream and really good, each car that Tesla sells will have re-occurring stream revenue...
Sophisticated analysis - as usual. (BTW I think you mean antipathy rather than antithesis.)