text: I am not sure about Tesla, but Amazon's strategy has always been rational and effective. Now that they are the dominant vendor of Platform as a Service they are building the foundation for 100X growth. On Tesla, I do not think there is any chance of the traditional manufacturers competing. These cars are fundamentally different and that people on this thread, Mr. Reguly and Mr. Marchionne fail to understand that plays to Tesla's advantage. But there are many things that could go wrong. General cultural and economic trends do not favour the private car no matter how it is powered. The number of private cars will likely be 50% lower in Canada in 50 years. Will some of those cars be from Tesla? Maybe. Will Tesla open other businesses? Maybe. Doesn't matter to me though as I do not invest in public companies.