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Tesla's Advantage in the Technology Value Chain
Tesla does seem to have an advantage in that it's a technology company that happens to make cars, whereas you're a car company that is trying to move up the technology value chain. I think Tesla has found that the making the car part isn't as much fun as maybe they thought it was. And you're right. We're trying to catch them now on the technology side. But one of the things, for sure, is that everybody is ready for EVs.