lorenfb wrote:...The M3 is "the mass-market product", oh please! And to use the iPhone analogy speaks to the guy's lack of strategic marketing knowledge/background. Where's the Apple like ecosystem to leverage growth? With EA and others providing networks, the Tesla SC
network is becoming marginalized as a key strategic rent.
That's quite a stretch.
OK, then replace "network is" with "network will". In any case, the SC network hardly provides the same level of key product appeal that
Apple's ecosystem, e.g. apps & music, provided when the iPhone was introduced. Apple was able to significantly differentiate itself
because of its ecosystem. The Tesla SC network is not an overwhelming influence in the consumer's decision process.
#1 Leaf SL MY 9/13: 74K miles, 48 Ahrs, 5.2 miles/kWh (average), Hx=70, SOH=78, L2 - 100% > 1000, temp < 95F, (DOD) > 20 Ahrs
#2 Leaf SL MY 12/18: 4.5K miles, 115 Ahrs, 5.5 miles/kWh (average), Hx=98, SOH=99, DOD > 20%, temp < 105F