Brutal week sees Tesla shares lose $80B in market value
Tesla EV production capacity (2023): ~2.3M cars&#x2F;year. Market cap: $388B<p>Mercedes EV production capacity (2024): ~1M cars&#x2F;year. Market cap: $65B<p>The EV production edge and first mover edge is gone. So where is the edge&#x2F;premium?<p><pre><code>  * FSD
  * Battery production capacity
  * US charging network
  * US chip supply chain
  * Free advertising on Twitter
  * No costs for winding down internal combustion business
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What else?