Anyone who says that hasn't paid attention to the industry that spawned the most highly valued company for a while now. Apple captures like 20% of devices and 80% of the industry's profit.
Not saying that's gonna happen with Tesla, I'm not making that bet, but who's to say how it will turn out they could drive outsized margin from their peers with some mix of brand (not that Elon's been helping lately), differentiators and software add-on. In an industry where revenues are very high and margins very competitive (low), each percent of margin gained is really meaningful.
Not saying that's gonna happen with Tesla, I'm not making that bet, but who's to say how it will turn out they could drive outsized margin from their peers with some mix of brand (not that Elon's been helping lately), differentiators and software add-on. In an industry where revenues are very high and margins very competitive (low), each percent of margin gained is really meaningful.