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Gary Black, managing partner and investor at The Future Fund, suggests that TSLA should emulate AAPL’s advertising approach used in the cell phone market as vehicle autonomy becomes more of a commodity.
Black argues this shift could help TSLA maintain its competitive edge as advanced autonomous features become more widespread in the industry.
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Black previously argued that Tesla increased its U.S. EV market share in 2025 after competitors reduced investment and following a Model Y redesign, according to an earlier report. In a separate analysis, he expressed skepticism about the success of a proposed Starbucks and Chipotle merger, citing insufficient brand overlap as a challenge for integration in another piece. Black's recent comments on TSLA strategy add to his ongoing commentary on competitive positioning in major industries.