Terrific article.

When talking about Tesla, most people think only of their superiority in battery technology, supply chain, and EV expertise, and while all that is true, and important to the business, I don't always see people discussing the data and AI side of things as you did.

They are collecting a huge amount of data and they have the tools to properly use that data, which gives them a massive edge on the competition. I think even those fighting to be the "next best thing" are fighting for a distant 2nd place.

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