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To: Kirk © who wrote (3113)	1/1/2022 12:36:14 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 10603

Tesla is a vertical company. They R&D everything from battery to mining lithium to making cars. Everyone else tries to outsource as much as they can. If you were to make an analogy to computers, Tesla is like Apple, making everything from the operating system to design of their screws to their chips and phones. And the rest of the industry are pc clones where a different company makes the OS, the power supply, etc etc. Naturally, being vertical gives Apple and Tesla margins and advantages that nobody else can match. Apple did not kill Dell or Lenovo. But they are not really direct competitors. Apple users stayed with Apple through thick and thin because nobody else was like Apple. And for anyone who does not know, it was Apple and not IBM who invented the PC, just as Tesla did with the EV. I expect Tesla to experience similar ups and downs as Apple did for pretty much the same reasons.