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Why Lucid's Moat Isn't As Wide as Tesla's Was a Decade Ago

Hint: When Tesla started, no one was trying to do the same thing that it wanted to do.

By Brian Stoffel and Brian Feroldi Jan 21, 2022 at 7:00AM EST

Key Points

  • Lucid's electric vehicles are already winning awards.
  • The company's vertical integration is important, but not particularly advantageous.

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