| 发布于: | 雪球 | 回复：10 | 喜欢：6 |
网页链接 列举了一些特斯拉的护城河，我们可以判断这些护城河是是否加宽了，是否符合方丈的逻辑，即越多人用越好用，越好用越多人用。主要有——* Moats: Mall Stores, Direct Sales；* Moats: Connected Cars, OTA Updates, Refreshed SW keeps cars relevant；* Moat: Ownership of customer experience, No margin sharing；* Moats: Strong technology and financial partnership with a behemoth；* Moats: First Mover Advantage, home field advantage, defacto standard；* Moats: Devoted fan base, dedicated brand, free from historic stains, free fan-based marketing；* Moats: Access to SpaceX’s advanced materials scientists. Access to cross promotions. Possible highly affordable connected car internet service； * Moat: Desirable employer；* Moats: Vehicle design, vehicle engineering, product margin；* Moats: Talented in-house software engineering (see recruiting talent above)；* Moats: Massive fleet of fully instrumented cars；* Moats: Building thousands of Supercharging locations is time and capital intensive. Network ease of use & reliability. Revenue stream from ‘fueling’ vehicles；* Moats: Vast network of workplace and destination charging stations；* Moats: Biggest battery factory in the world, with more coming. Significant capital expenditure；* Moats: Investor expectation of growth rather than quarterly profits；* Moats: Media attention, Ability to raise capital；* Moats: None yet, but maybe Dreadnaught 3.0 will make the manufacturing world take notice；