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Comment by BeetleB

21 hours ago

Their per-car profit margin is the moat. Which non-Chinese company can compete?

1 comment

BeetleB

Reply

QGQBGdeZREunxLe  13 hours ago

Tesla's moat is bipartisan support for 100%+ tariffs on Chinese EVs in the United States.

How long that lasts remains to be seen. American consumers living close to either border are going to be able to see Chinese EVs themselves.

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