Not a fan of Tesla or Elon but he is smart and realized Tesla is going to be in big trouble just like the rest of the industry if he can't set them apart technically. Probably explains his pivot into FSD and AI in a panic mode. Anyone can build charging stations and he can't afford to waste time on new models. He needs to push the software far beyond what anyone else has to set his vehicles apart from the rest of the Industry.

If you just make electric cars, the Chinese are going to kill you.