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> Tesla potential customers are not buying a Tesla in place of another batteries + sensor tech + gps

I feel like this is a poor comparison. When companies attempt to make luxury experiences affordable to the masses (yes, still more expensive, but at least within reach), the whole is greater than the sum of its parts.

Of course Tesla customers aren't going out buying cars instead of batteries. But what drives people to want to purchase Teslas? They don't just want cars, they want luxury cars, they want electric cars, they want sleek and modern cars.

The question is how does one build a car, make it out of the best parts so that the customer has the best experience, how does one build it inexpensively but still safely, securely, and maintaining the luxury quality.

If any old car would do, they wouldn't get a Tesla, they'd get a Honda Civic. That's not Tesla's target market.



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