锦缎讲的苹果手机的逻辑，其实在特斯拉和今年卖爆的自主品牌的逻辑是相似的。在没有绝对的科技差距下，品牌这个概念在汽车领域不算被削弱。其实只有间歇性的产品力比较，而没有靠品牌力溢价的企业。
自我认知错误，很容易会对消费环境误判，越关注零售战败和战胜，会忽略整体消费环境的整体变化。
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