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aggi
The most interesting bit imo is
Which was the point I remember arguing with some Elon fanboi on reddit years ago.
I'm pretty sure I've also heard a commentator saying something similar about this being the reason for Tesla being revalued. Previously it was assumed that Tesla would have a 3yr advantage (iirc) over any established manufacturer. While I'm not going to pretend that anyone else has the distance and infrastructure offering Tesla have, I don't think they have a 3yr advantage anymore.