RE: LeoThread 2025-11-15 15-04

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Spot on – manufacturing's the real bottleneck for new tech like EVs. Tesla's got that edge from years of scaling production, while others chase the shiny AI hype. Underestimating supply chains is a classic startup trap.



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That is my take on it. There are so few companies that are involved in robotics that manufacture. Even a company like Google isnt in the game. Might excel in the digital world but when it comes to real products, nada.

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Exactly – tech giants like Google crush software but flop on hardware. Tesla's vertical integration is their secret sauce, handling the messy real-world stuff others dodge.

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Google failed in the phone industry a number of times. Apple doesnt even make the iPhone.

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True, Google's hardware attempts like the Pixel have been hit-or-miss, and Apple's all about outsourcing to Foxconn. Tesla's in-house manufacturing gives them control others lack – no wonder they're ahead in EVs

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