> Having the equipment ready and in action first is somehow a disadvantage by this argument, and now you're better off being later to market.

So I think it might be from an investment standpoint; just think of Tivo they made the DVR, but once others saw what they were doing there are plenty of other DVR choices and Tivo didn't win the category.

Tesla might be forging ahead and blazing the trail for others, who will actually capitalize on it.

I think that the Tesla brand is sexy enough that they'll maintain their niche (as Tivo has to some extent), I'm not sure if that will translate into investment returns.