Part 6/11:
Tesla's strategy revolves around tightly coupled hardware and software, making it exceedingly difficult to replicate. Much like Apple's ecosystem, Tesla's software only runs on hardware it has designed and controls directly, preventing competitors from simply copying code.
This "walled garden" approach ensures that other automakers cannot simply clone Tesla’s FSD software; they must build their own fleet, collect their own video data, and develop their hardware, a process that takes years and billions of dollars. Consequently, Tesla's current value proposition isn't just about innovation—it's about scale, data accumulation, and rapid deployment.