Tony Siba writes and talks about the huge disruption coming to the transport industry caused by Electric vehicles (with 200 moving parts as opposed to ICE vehicles with 2000 moving parts) and autonomous driving becoming “transport as a service.”
His report can be downloaded here https://www.rethinkx.com/transportation
Or you can watch an interview here https://www.youtube.com/watch?v=CnAYeVOUlOQ
Bottom line I think this positions Tesla very nicely as a “computer with wheels” and add to that SpaceX’s plan to launch a constalation of 4000 low orbit satelights to provide low latency global internet coverage (which will provide Tesla’s worldwide with entertainment, data, communications etc…) Now exactly which car companies are going to be able to compete with that?
No wonder TESLA shared are up 70% in the last six months.