The difference between Tesla and Microsoft, Apple, Facebook and even potentials mentioned like SpaceX and others is that if you bought into them early on you had to be convinced not only that they would do everything right but that the market they were in would be created. Their markets didn't really exist. That everyone would have a computer (or five), that everyone (almost) would use some social media, that (almost) everyone would have a smartphone etc etc.
With Tesla, it was all about if they could create cars that were good enough to take over an existing market. We already know there is around 80 million cars sold every year.
Many (most) seemed to see that as a negative. That existing competitors would be able to easily squeeze out new competitors. I saw it as an advantage. All the others are slowed down by their existing products.
So as a company Tesla is much more rare but also was easier to see (for us at least). Maybe not in 2013 when failure to come up with the product (car) was probably a real concern, but certainly after Model 3 it was easy to see.
I think it will be very hard to find a company that will change such a big existing market in the way Tesla already has.
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