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clearstacktoday at 2:19 PM1 replyview on HN

Ferrari's operating margin is ~28%. that number only works because they sell fewer cars than they could. the whole moat is manufactured scarcity. EV dilutes that if it widens access.


Replies

wmeredithtoday at 4:06 PM

It's a $600,000 car. I don't think they're widening access.