Tesla races past $100B in market valuation

Post by stephencanon » Wed, Jan 22, 2020, 5:15 PM UTC

gonehome wrote: post #135

stephencanon wrote: post #113

Earlier quoted context omitted.

> Also, Musk is right: no one else has even come close to matching the 2012 Model S. Tesla's lead is starting to look unassailable (in the medium term). This is kinda sorta true, if you ignore non-performance factors, but also no one actually needs what Model S provides. In the classic setup for disruption Tesla isn't the disruptor, it's the established "high quality use" getting disrupted. It is not very unreasonabl…

This still sounds like the iPhone to me. A lot of other competitors will make android devices that are similar and eventually get a large market share, but the iPhone still dominates the higher end with better margins.

Post by xedeon » Wed, Jan 22, 2020, 5:15 PM UTC

cs702 wrote: post #99

nerdkid93 wrote: post #2

I for the life of me cannot figure out what could possibly justify this valuation for Tesla. Sure, their cars are pretty great, they have a ravid fanbase, and they have a pretty entertaining CEO who excels at driving interest in the company. They would need to execute perfectly and deliver more cars to customers than Volkswagen in a few years to justify such a valuation right now, and I just don't see that happening…

As someone who has purchased and owned multiple luxury European vehicles (mainly BMW and Mercedes) for the past 20+ years, for the first time I'm seriously considering switching over to Teslas when I replace my current vehicles. From my perspective, Tesla has now gained long-term credibility , so we may well be on the cusp of seeing much broader adoption by a mass of non-early adopters, i.e., people like me, who eval…

Post by sf_rob » Wed, Jan 22, 2020, 5:15 PM UTC

UncleMeat wrote: post #88

reilly3000 wrote: post #17

Earlier quoted context omitted.

With each car they get a lifetime of service revenue, mostly without competition. They expand their network effect, their supercharger footprint, and their technology lead as they maintain momentum. Cybertruck is poised to be a giant success, reaching into new markets outside of traditional EV buyers and into rural and suburban light trucks, the highest margin section of auto sales. Finally, its prominence attracts u…

I really don’t like the “well if you feel strongly why don’t you short” argument. I think it is insane that Tesla is worth so much. But shorting stocks is not part of the asset allocation that meets my long term goals and needs. I can certainly believe something without wanting to bet on it.

Post by Invictus0 » Wed, Jan 22, 2020, 5:15 PM UTC

yalogin wrote: post #35

The biggest advantage they have is their supercharging network. Every manufacturer is focusing on ADAS and electric cars but no one is focusing on the network. That is their biggest advantage and the only reason to buy a Tesla, granted their cars are great but without the network it’s just an expensive commute car.

Post by _ea1k » Wed, Jan 22, 2020, 5:15 PM UTC

ecommerceguy wrote: post #137

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…

I've read somewhere that Cadillac's Super Cruise is vastly superior compared to Tesla's autopilot. I'm not sure the software gap is as wide as you think.