Tesla, The QWERTY Keyboard, And Winner-Take-All Potential


  • This article argues that the current sell pressure is only temporary and that Tesla still offers a winner-take-all potential in the long term.
  • Two of the key catalysts to this potential are its recent battery development and FSD technologies.
  • Both technologies help to create a win-take-all potential in the EV future that could be similar to what the QWERTY keyboard did.
  • For batteries, the current lack of standardization offers a window for one player to dominate.
  • For FSD, especially when combined with enhanced batteries, it’s such a highly nonlinear technology with so many higher-order benefits to come.

Tesla motors showroom with cars and illuminated logo branding at dusk London UK



Readers familiar with my writings know that I hold the following truth to be self-evident in investing: linear thinking does not apply to nonlinear stocks like Tesla, Inc. (NASDAQ:TSLA). Although anticipating nonlinear effects is hard – to say the

Chart, line chart Description automatically generated

TSLA’s 2022 Annual Meeting of Stockholders

Timeline Description automatically generated

TSLA Battery Day presentation

Graphical user interface, application Description automatically generated

TSLA Investor Presentation

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

As you can tell, our core style is to provide actionable and unambiguous ideas from our independent research. If your share this investment style, check out Envision Early Retirement. It provides at least 1x in-depth articles per week on such ideas.

We have helped our members not only to beat S&P 500 but also avoid heavy drawdowns despite the extreme volatilities in BOTH the equity AND bond market.

Join for a 100% Risk-Free trial and see if our proven method can help you too.

Leave a Reply

Your email address will not be published. Required fields are marked *