$Tesla (TSLA.US)$ People are also acting like the first self...

$Tesla (TSLA.US)$ People are also acting like the first self driving car company will be the only one, but given the rapid pace of deep learning and churn of expertise out of the company (other companies poaching tsla engineers), it's not reasonable to assume that moat is durable. Maybe a few years advantage, at most. Many point to road data as a big moat, but training models with less data is a very active field of research. Saying that others won't figure this out is betting against the best math minds in the world, and Nvidia, amazon and Google.

They are also acting like tesla demand is infinitely large. They haven't had to deal with inventory yet, but I promise they will eventually miss sales goals and will have unsold vehicles. When that will happen is difficult to say.