Their per-car profit margin is the moat. Which non-Chinese company can compete?
Tesla's moat is bipartisan support for 100%+ tariffs on Chinese EVs in the United States.
How long that lasts remains to be seen. American consumers living close to either border are going to be able to see Chinese EVs themselves.
Tesla's moat is bipartisan support for 100%+ tariffs on Chinese EVs in the United States.
How long that lasts remains to be seen. American consumers living close to either border are going to be able to see Chinese EVs themselves.