Investors conclude that Tesla is a carmaker, not a tech firm

Post by mavhc » Thu, Jan 05, 2023, 3:23 PM UTC

fenrisbear wrote: post #39

msoad wrote: post #4

I have a Tesla and I also hold a short position on TSLA. My Tesla is a great car. The best car that I've ever driven but I'm not sure if it has anything that other car manufacturers can't replicate. I think Apple can make an even better car than Tesla if they build the hardware and software like their phones and computers. The idea that Autopilot has some magic sauce that nobody else can replicate is laughable.

Not sure what the general consensus on Tesla in Norway. Sure, they are great cars during the summer, but during the winter they severely lack the robustness of the traditional car manufacturers. One of them being able to open the car door!

Post by FpUser » Thu, Jan 05, 2023, 3:23 PM UTC

gwbas1c wrote: post #21

msoad wrote: post #4

I have a Tesla and I also hold a short position on TSLA. My Tesla is a great car. The best car that I've ever driven but I'm not sure if it has anything that other car manufacturers can't replicate. I think Apple can make an even better car than Tesla if they build the hardware and software like their phones and computers. The idea that Autopilot has some magic sauce that nobody else can replicate is laughable.

> The idea that Autopilot has some magic sauce that nobody else can replicate is laughable. Apparently GM's Supercruise is better, and cheaper. I got enhanced autopilot in my first Tesla. Except for changing lanes, things like summon and autopark are just toys. The auto lane chance is so glitchy I decided I was better off saving seven grand on my second Tesla. But if Enhanced Autopilot was 1-2 grand, I'd have bought…

Post by elil17 » Thu, Jan 05, 2023, 3:23 PM UTC

moonchrome wrote: post #12

msoad wrote: post #4

I have a Tesla and I also hold a short position on TSLA. My Tesla is a great car. The best car that I've ever driven but I'm not sure if it has anything that other car manufacturers can't replicate. I think Apple can make an even better car than Tesla if they build the hardware and software like their phones and computers. The idea that Autopilot has some magic sauce that nobody else can replicate is laughable.

> I think Apple can make an even better car than Tesla if they build the hardware and software like their phones and computers. I'm not sure outsourcing manufacturing and focusing on design works in auto industry - but could be wrong.

Post by magic_man » Thu, Jan 05, 2023, 3:23 PM UTC

miragecraft wrote: post #23

md_ wrote: post #14

This is true for so many "tech" darlings: Should Uber be priced like a tech company, or a cab company? Is Amazon a tech company or a retailer? Are ecommerce outlets like Warby Parker and Away tech companies, or just retailers with good CSS? It continues to amaze me how investors seem bamboozled by the appearance of "tech company-ness", by businesses which are obviously in markets that don't support the high price to…

Amazon has AWS, Prime services and robots. They’re not like the other companies listed.

Post by moomin » Thu, Jan 05, 2023, 3:24 PM UTC

teekert wrote: post #49

So does this mean investors can't create new catergories and must think in absolute terms and existing boxes? How would could we, humans who know boxed thinking leads to fallacies and know the world is made of continuums in many (infinte?) dimension, use that to beat the market...?