Tesla Passes Ford by Market Value • Hacker News Board

Re: Tesla Passes Ford by Market Value

#601

Post by wumpus » Thu, Apr 06, 2017, 1:05 AM UTC

coredog64 wrote: post #92

John23832 wrote: post #74

Earlier quoted context omitted.

I've read the book. None of those companies would even acknowledge their competition. Ford/GM/all other ICE companies acknowledge both Tesla, and the fact that there is a clear runway on oil.

IMO GM is doing a better job of it. While they do have a compliance car (Spark EV), they've also got the Volt and Bolt, and both will be 50 state cars. Ford has primarily focused on hybrids and there EV offerings are either fleet-only or compliance cars.

GM basically stopped selling the Spark EV already -- 11 were sold in the US in the first quarter.

http://insideevs.com/march-2017-plug-electric-vehicle-sales-...

Re: Tesla Passes Ford by Market Value

#602

Post by kerhackernews » Thu, Apr 06, 2017, 8:44 PM UTC

pembrook wrote: post #521

shawkinaw wrote: post #276

Earlier quoted context omitted.

More like Ford investors: "Let me soberly evaluate the company's present and future financial situation before I make any commitments" Tesla investors: "TAKE MY MONEY"

Dead on. The price of Ford is predominantly being determined by institutional investors with a strong understanding of the dividend discount model. Investors moving the market on Ford are buying/selling what they believe to be a stable, mature company and are pricing pretty much ZERO potential for innovation into Ford. Tesla on the other hand is a darling of retail investors attracted to the marketing machine of "Sil…

Once self driving cars a the norm you'll see companies like Uber buying fleets of electric cars.

Re: Tesla Passes Ford by Market Value

#603

Post by macspoofing » Fri, Apr 07, 2017, 8:42 AM UTC

leggomylibro wrote: post #128

macspoofing wrote: post #109

Earlier quoted context omitted.

>Tesla is potentially a trillion dollar company... Huh?

I think that line of thought assumes that they pivot from electric cars to batteries, and from batteries to energy in general. Imagine huge, modular atmospheric/solar/geothermal/battery/molten salt combination generator/energy storage plants dotting the globe. But I mean, couldn't GE do that too? Or Samsung/Murata/Vishay/Maxwell/Panasonic/etc.? It kind of seems like the stocks are trading largely on the strength of M…

>Imagine huge, modular atmospheric/solar/geothermal/battery/molten salt combination generator/energy storage plants dotting the globe

Or space elevators, or flying cars.

Re: Tesla Passes Ford by Market Value

#604

Post by macspoofing » Fri, Apr 07, 2017, 8:51 AM UTC

agreedasdfs4 wrote: post #120

macspoofing wrote: post #109

Earlier quoted context omitted.

>Tesla is potentially a trillion dollar company... Huh?

Tesla isn't a car company. It's a power/battery company that makes electric cars. This is the goal: https://www.tesla.com/tesla_theme/assets/img/solar/section-h... Powerwall Solar roof Car All made/sold by Tesla. If Apple can be a multi-billion dollar company making laptops, phones, and an app store, I don't really see the Tesla "could be a trillion dollar company" as too far-fetched. I mean this is the era when Snap…

>I don't really see the Tesla "could be a trillion dollar company" as too far-fetched.

Anything could be anything. The challenge for Tesla is that they validated the electric car market and managed to carve out some market share, but now they are in the sights of every car manufacturer in the world. It's a different ball game for them. Car companies know how to make cars at scale, Tesla doesn't. It's a big challenge.