Still underestimated: Elon Musk's market advantage thanks to a broad network of his own companies

With this example we are still scratching the absolute surface. In the past, I discussed why it makes sense for a car manufacturer to develop its own fast charging stations. But of course this goes much further. As in the picture here, you can impress with rockets from the sister company.


Just the fact that you can manufacture your own wallboxes and then diagnose them online as easily as your own cars. The integration means that a defective wallbox can simply be connected to the Tesla, which then omits any error codes and explains them directly in the manual.


Or that Tesla will then benefit from the fact that Mr. Musk also has neural links and can therefore potentially link the control of the vehicle even more closely with humans.


In the same way, it's probably just a matter of time until Tesla vehicles no longer have to rely on local mobile phone providers, but on SpaceX's satellite network with their Starlink.

The Starlink satellite network also has the charm that one ecosystem allows you to be even more autonomous than others. Simply add a Powerwall. A home with a Powerwall is not only independent of the local power grid, but also of the local internet connection. Many superchargers have already established their Internet connection to Tesla via Starlink. It's easier, cheaper and sometimes more reliable.


In order to make the production of its own battery cells even more economical and ecological, Tesla can also rely on solar products that came from solarcity. Plus an industrial storage system from Tesla Megapack.


Of course there are also failures in Mr. Musk's portfolio and of course he does a lot of things that I don't agree with. But overall, he's still doing a lot right and is reaping the rewards. Such a network of companies is an incredible market advantage that should not be underestimated.

Doing as much as possible yourself and not having to develop and buy everything from third parties pays off in many ways. Even if it seems like a mammoth task at first.


In principle, there are endless possibilities offered by this network of in-house developments and subsidiaries. A market advantage that no one else has and probably still hardly anyone fully understands. Instead, German manufacturers, for example, continue to think that they have to hand over even trivial things like the steering linkage to suppliers and then wonder why innovation and troubleshooting take so long for them.

Tesla, for example, is now using steer-by-wire in its Cybertruck and German manufacturers will need another 5 years to be able to offer this.


This post was originally written for my personal Twitter and Linkedin accounts. I then published it here so it won't get lost in the depths of social media. I would also like to be able to see how my statements have aged in 10 years time.

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