Share this postBlind Squirrel Macro"Cash for Moat" - Tesla's ‘Gummi Bear’ PivotCopy linkFacebookEmailNotesMore"Cash for Moat" - Tesla's ‘Gummi Bear’ PivotThe Blind Squirrel's Monday Morning Notes, June 12th 2023.Jun 11, 2023∙ Paid23Share this postBlind Squirrel Macro"Cash for Moat" - Tesla's ‘Gummi Bear’ PivotCopy linkFacebookEmailNotesMore102ShareMusk sacrifices Tesla’s moat for some ‘stimmy’ cash. Oops indeed.SummaryI have stayed away from the “third rail” that is Tesla since starting this letter- even when writing about the EV sector!Howev…This post is for paid subscribersSubscribeAlready a paid subscriber? Sign inPreviousNext