Tesla's ops moat is compounding, with expansions in supercharger hubs, robotaxi, and police fleets.

Tesla's ops moat is compounding, with expansions in supercharger hubs, robotaxi, and police fleets. Legacy media noise is rampant, but Musk's vision and SpaceX investment are yielding substantial returns. I'm seeing a clear pattern of ops moat reinforcement, despite minor glitches and cash burn concerns.