For Tesla, the true value is how much better they can manufacture than the Chinese. It is not about any one product they create. If they're a more efficient manufacturer than BYD, then Tesla is a more secure investment.
They want to use their ability to manufacture to compete in any hardware/manufacturing industry. So Tesla's competition is not only BYD, Toyota, or Benz necessarily; it also includes any random Mr. Wáng and Sons manufacturers in China, Kiira Motors in Uganda, or any manufacturing plant anywhere else in the world. Wait until you start drinking Tesla Sugar in your milk. Their moat is the manufacturing plant itself, not the product it creates.
Anyway, today, I saw the Kayola bus on my way to work and wondered whether the CEO those ends knows what business they are in. Oba bi nepotism nabo bibaluma.
