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> I don't think this is a revelation to anyone who has been paying attention?

Maybe so, but for casual observers, this lays out the argument very concisely, in a way that might not have been apparent before. (To the average American, "battery company" means Energizer and Duracell, and doesn't seem like a very future-facing sector, so characterizing Tesla as such seems diminutive and hyperbolic.)



Exactly my goal. Many on Wall street understand it, but many on Main street (and even many in the Bay area) don't quite get the picture yet.




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