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Is their IP really that strong?

I think the supercharger network might be a significant asset, but I’m not sure what about their IP is so unique. Tesla’s self driving efforts have still not recovered to the point they were about 5-6 years ago when they were forced to get rid of the 3rd party IP they were using. Their batteries are Panasonic. What else do they have? A performance mode that goes to 11?

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So much wrong with this comment.

Their drive assistence is way better then the 3rd party system was back then.

Their batteries are from panasonic, LG and CATL. In fact they are top costumers of each. And they also make their own batteries as well. Have you not updated your views from 2015?

And cells are just one part, the integrated battery system is another and Tesla is very innovative there.

That said they would not sell IP or parts.

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