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That’s where I think it gets tricky, though, and why I used Rivian as an example. If Rivian moves forward with its e-bike plans, and starts generating, say, 5% of its annual profits on bikes and licensed, in-house software, are they more than just a car company? Perhaps the answer is “yes...

I kind of responded to this above, but just for clarity’s sake. I did a poor job clarifying that I find the phrase “just another car company” to carry multiple interpretations. The premise of the phrase as used in the article is that Tesla is just like Ford, GM, Toyota, etc. And they are...

I’m not claiming Tesla is identical to every other car manufacturer. I agree with you entirely that Tesla does a lot of things different (read: better) than other brands. Perhaps my issues is the phrase “just another car company,“ overall, and I’m conflating issues. To the extent the...

Does Toyota get to claim that it’s not just another auto maker if its cumulative net profits are better than every one else? To me, Toyota is precisely just another auto maker. Tesla does a great job selling cars. This is why I hold the belief they are elite. This is fair, and perhaps it’s...

You're cherry-picking per car profit as your chosen metric because, obviously, it's the most favorable to your position. But profitability on a per car basis is only part of the overall analysis, not the end all, be all. If Ferrari makes an ultra expensive car that turns a higher per-car...