"Cash for Moat" - Tesla's ‘Gummi Bear’ Pivot

The Blind Squirrel's Monday Morning Notes, June 12th 2023.

Musk sacrifices Tesla’s moat for some ‘stimmy’ cash. Oops indeed.

Summary

• I have stayed away from the “third rail” that is Tesla since starting this letter- even when writing about the EV sector!

• Howev…