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I'd say it's perhaps more like the DSLR/Mirrorless war that's raging right now.

Sony (Tesla) snuck in and have cornered the market on mirrorless (particularly full frame) over the last 5 years and now the big incumbents are launching their responses (Canon tomorrow actually).

Sony are definitely here to stay, they have enough lead time and mind share to back up their techincal offerings, I'd imagine Tesla will be too, even as the big players join the market.




Perhaps there is even an analogy with Sony delivering a lot of the sensors, and Tesla turning into a major battery supplier?




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