Tesla races past $100B in market valuation

Post by oblio » Wed, Jan 22, 2020, 5:03 PM UTC

jrbuhl wrote: post #63

7777fps wrote: post #43

Earlier quoted context omitted.

Isn't the "charging network" a thing that shouldn't be vendor locked? Imagine if every petrol pump was tied to specific makes of cars? Any current vendor lock-in of charging is surely at risk at being legislated away, by insisting that EV charging is done through a standard port like refueling petrol/diesel vehicles. If governments were serious about electric vehicles as a way of improving air quality they would legi…

Tesla payed a lot of money (billions) to build the super charger network. Money no government or other company seems to want to spend. Legislating away vendor lock-in would just cause companies to be even more averse to capital investment in recharging infrastructure.

Post by xedeon » Wed, Jan 22, 2020, 5:04 PM UTC

Quarrelsome wrote: post #59

himinlomax wrote: post #28

Earlier quoted context omitted.

I can see one good reason: the rest of the auto industry is playing catch up with Tesla. Nobody else afaik is even able to do over the air updates (reliable updates, that is). They have a charging network, the competition basically doesn't and can't seem to get their act together, and that's not even really a technological issue.

they do "over the air" updates? Of the software that powers the vehicle? Isn't that an _exceptionally_ dangerous vector?

Post by vinniejames » Wed, Jan 22, 2020, 5:05 PM UTC

bob33212 wrote: post #83

donogh wrote: post #53

Earlier quoted context omitted.

Tesla is the Apple of the auto industry. They are getting stellar customer satisfaction ratings, which is translating into brand loyalty[1]. They've built an ecosystem between their above-average EV hardware, industry-leading software (with frequent improvements), and a top-notch charging network. I can see some automakers matching them on hardware, but they have a huge lead in software. Traditional car manufacturers…

Some of us are not buying TSLA today because we like where the company is today. We buying because they like where the company may be in 5 years.

Post by SpicyLemonZest » Wed, Jan 22, 2020, 5:05 PM UTC

onlyrealcuzzo wrote: post #94

ec109685 wrote: post #82

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One thing Tesla doesn’t have is the lock in that Apple has. If you are using iPhoto, iWatch and iMessage, switching to another manufacturer is hugely disruptive. I totally agree that Tesla’s software chops are light years ahead.

The important thing Tesla doesn't have that Apple does have is a 70% gross margin.

Post by TekMol » Wed, Jan 22, 2020, 5:05 PM UTC

davidivadavid wrote: post #85

TekMol wrote: post #61

Earlier quoted context omitted.

Market cap is expected value of the sum of all discounted future earnings. So to be worth $100B, they have to earn that amount in future money eventually . Not within the next few years.

What's your discount rate for Tesla? Now, taking that into account (profits past a certain time period are essentially discounted to 0), over what period of time should they realistically collect that money for the valuation to make sense?