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That seems foolish from a business perspective. The one thing they're most successful at is cars. They built an incredible first-mover advantage in EVs, but that isn't at all true in the power market. They're just a blip in the battery market. And while superchargers are great, there's no moat there at all.

If they're smart, they'll double down on cars like the Model 3 & Y, and instead of making them sillier (no stalks?!) they'll make them ever more appealing and cost competitive. They're the Toyota of the EV world right now, and if they play this right they'll be the Toyota of the whole market in 10 years. They would need a proper truck, though, to make that happen.




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