As for watching for the second one in each space .. instead of Apple > Blackberry, what about Apple > Tesla (for vertical integration)?
Tesla is a huge company that runs like a small one. Red tape? Not sure they can even spell red tape. They are nimble and have quickly improved... well, everything... and still are.
Vertical Integration: Factories, cars, huge charging network that is growing weekly, their own chip, their own AI, their own batteries, solar, power wall +++
They are at least 6 years ahead of the OEM's and several years ahead of the latest EV manufacturers on the market. They have a tremendous following. I don't own a Tesla but I'm seeing an increasing number of them on the road where I live (which is not in California).
But they are not just a car company, they are an energy company. Save some sort of accounting atrocity, this is a "next FAANG" or better. Just my opinion and I've put my money where my mouth is.
Tesla is a huge company that runs like a small one. Red tape? Not sure they can even spell red tape. They are nimble and have quickly improved... well, everything... and still are.
Vertical Integration: Factories, cars, huge charging network that is growing weekly, their own chip, their own AI, their own batteries, solar, power wall +++
They are at least 6 years ahead of the OEM's and several years ahead of the latest EV manufacturers on the market. They have a tremendous following. I don't own a Tesla but I'm seeing an increasing number of them on the road where I live (which is not in California).
But they are not just a car company, they are an energy company. Save some sort of accounting atrocity, this is a "next FAANG" or better. Just my opinion and I've put my money where my mouth is.