I'm all in on Tesla so here's my take.
Tesla is now so far ahead of all competition in building EVs and components, ramping up factories and R&D that they have runaway unstoppable momentum. No net debt and rivers of exponentially growing cash flowing in. The "competition" everywhere is a joke.
Legacy Auto have snookered themselves and will bleed to death as no consumer in their right mind would buy a new ICE vehicle now - they'll hang onto their old one until they can buy a Tesla.
Ford, GM, Toyota et al. are billions in debt, billions to write down in sunk cost on ICE plants that are obsolete and worthless and billions and billions needed right now to invest in EV plants in a desperate futile effort to catch up, software, batteries, R&D, supply chain ect. They're all toast.
If Elon nails Full self driving then it's all over, Tesla will eat the world. If AI with vision can drive a car in any environment then the applications are endless with humanoid manufacturing robots next.
Tesla tech will also take on global utility scale power supply everywhere
It's breathtaking and hilarious, what a ride we're in for.
