I really like the Bolt and agree as an electric vehicle it is super competitive.

But can I buy a Bolt today and get self driving capabilities on the same car in a few years? That's a pretty massive pull towards the Tesla even if you consider everything else equal.

You don't even have to pay for it now, you can wait it out and pay for the self driving to be activated later once you are sold, but not having to buy an entirely new car to do so is crazy.

I'm hugely bullish on Tesla because they just have so many different angles to win. They have the most experience with electric, they have a massive (and fast) charging network that continues to grow, their electric cars are the priority not a hedge and as mentioned above, they are moving fast into self driving.