I disagreed only because I think many people, in this context Elon also, tend to misconstrue what a moat was ever for. It is factual to state that medieval moats were not the only line fo defense. They were a deterrent and acted to make invasion more difficult. Specifically we have been discussing the role fo Superchargers as a sustainable conpetitive advantage, so the shorthand for such is 'moat'. No sane person will argue that pace of innovation is fundamental. Actually the Supercharger network and it's continuing innovation with faster speeds, urban Superchargers, gigantic installations with amenities and so on is proof of a continuing innovative approach. Rather than quibble about shorthand we should focus on factual demonstrated rapid pace of innovation.
Once we do that we can think of the near-certain advent of Supercharger battery installations themselves acting as wholesale market participants with Autobidder, larger sites with significant solar installations themselves and so on. Tesla has just barely begin that process. Utility licenses already issued are forward indicators.
So, yes, many of us will use the word 'moat' to indication things with rapid continuing innovation that competitors are largely ignoring!
