X @Elon Musk

Tesla's Business Model & Competitive Advantage - Tesla's customers effectively funded the company's R&D, vehicle purchases, and AI training [1] - This unique funding model allows Tesla to potentially underprice competitors like Waymo [1] - Tesla's network is projected to achieve profitability relatively quickly due to pre-existing customer investment [1] Autonomous Vehicle Market Trends - Consumers are increasingly expressing a desire to move away from car ownership [3] - Consumers are increasingly expressing a desire to move away from driving themselves [3] - Consumers are increasingly expressing a desire to move away from ride-sharing services like Uber [3] Consumer Research Insights - Early adopters' preferences often foreshadow broader consumer behavior [2]