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Things Are Bad at Tesla. They're About to Get Much Worse

forbes.com

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Re: Things Are Bad at Tesla. They're About to Get Much Worse

#31

Post by jqpabc123 »

kreetx wrote: post #25
jqpabc123 wrote: post #11

To be such a smart guy, Musk does some really dumb stuff --- like alienating most of his customer base. Like investing billions to build an auto manufacturing academy for the Chinese --- now his primary competition. The article highlights Tesla marketplace trouble --- but it ignores the other half of a "double whammy" that envelopes Tesla. While Musk was busy shooting his company in the foot, investors were buying hi…

Tesla stock buyers are buying it for future promise, thus the value. The other car makers aren't innovating as much so there isn't any perceived future to pull forward and buy. The disaster you are expecting is just your wishful thinking, if you look around the web, there is an alternate reality that says the direct opposite from you.

if you look around the web, there is an alternate reality that says the direct opposite from you.

If you look around the web, you will see this alternate reality changing rapidly.

https://cleantechnica.com/2025/03/18/another-leading-us-bank...

Re: Things Are Bad at Tesla. They're About to Get Much Worse

#33

Post by satisfice »

perrohunter wrote: post #32

sight another mainstream article pointing how Tesla will fail, they've been against him since 2017 even before he was somebody, now his track record is undeniable and still they are painting this cynical picture. I'm tired of mainstream media.

I’m tired of mainstream fanboys who ignore his track record of foolish behavior, and assume he is a magical being.

Re: Things Are Bad at Tesla. They're About to Get Much Worse

#35

Post by joejohnson »

readthenotes1 wrote: post #6
joejohnson wrote: post #4

BYD makes nicer cars at a cheaper price. The only advantage Tesla has is protectionism in the US market.

-- “China had a plan when they let Tesla have a fully owned factory. They wanted the technology and the knowledge and experience. With that came a risk China would take that technology and build better stuff,” said shareholder Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management. “That’s exactly what they’re doing. Now they’ve got really competitive vehicles, really competitive technology and the vehi…

This is nonsense to smear Chinese companies and perpetuate this idea that they aren’t innovative and only steal.

Anyway, didn’t Tesla give away these patents?

https://medium.com/@mk_26304/the-genius-behind-teslas-patent...

Re: Things Are Bad at Tesla. They're About to Get Much Worse

#36

Post by trilbyglens »

jqpabc123 wrote: post #20
itsdrewmiller wrote: post #14

Earlier quoted context omitted.

>If TSLA was valued like other car companies (90% of TSLA revenue is from auto sales), would Musk look like a business genius? Yes? In that world he built tesla into only a 60 billion dollar company, along with his work at X/paypal and SpaceX. That's still incredible. (Obviously that skill hasn't transferred to government work though.)

In that world he built tesla into only a 60 billion dollar company Only $60 billion??? You're selling him way short. At it's peak earlier this year, Tesla market cap was $1.5 TRILLION --- valued at more than all the world's major auto manufacturer's COMBINED. All while commanding only about 4% of unit sales. Can you say O-U-T-R-A-G-E-O-U-S-L-Y over priced? Since then, TSLA has lost almost half it's value --- and by a…

Imo the stockmarket has long since detached itself from any sort of fundamentals as a main engine. Elon is a personality cult, and cults defy economic physics, until they don't. That cultishness extends itself well into the world of tech stocks as well. How many tech stocks are also proced similarly? Companies with negative profits still worth billions...

Re: Things Are Bad at Tesla. They're About to Get Much Worse

#37

Post by rich_sasha »

> “China had a plan when they let Tesla have a fully owned factory. They wanted the technology and the knowledge and experience. With that came a risk China would take that technology and build better stuff,” said shareholder Ross Gerber, CEO of Gerber Kawasaki Wealth and Investment Management. “That’s exactly what they’re doing. Now they’ve got really competitive vehicles, really competitive technology and the vehicles are cheaper.”

They seem to allege that BYD somehow mushroomed on the Tesla secret sauce. But really? It seems to surpass it on all angles.

I'm sure they wouldn't be beyond IP grabbing, but let's give credit where it is due. BYD cars just seem better than Teslas, regardless of subsidies, labour costs and price comparisons.

Re: Things Are Bad at Tesla. They're About to Get Much Worse

#39

Post by dkjaudyeqooe »

kreetx wrote: post #25
jqpabc123 wrote: post #11

To be such a smart guy, Musk does some really dumb stuff --- like alienating most of his customer base. Like investing billions to build an auto manufacturing academy for the Chinese --- now his primary competition. The article highlights Tesla marketplace trouble --- but it ignores the other half of a "double whammy" that envelopes Tesla. While Musk was busy shooting his company in the foot, investors were buying hi…

Tesla stock buyers are buying it for future promise, thus the value. The other car makers aren't innovating as much so there isn't any perceived future to pull forward and buy. The disaster you are expecting is just your wishful thinking, if you look around the web, there is an alternate reality that says the direct opposite from you.

> Tesla stock buyers are buying it for future promise

Indeed, they're buying into Musk's deep vaporware product line.

I think the robots really took the cake. He wasn't even trying anymore.

Re: Things Are Bad at Tesla. They're About to Get Much Worse

#40

Post by dkjaudyeqooe »

Agingcoder wrote: post #12
jqpabc123 wrote: post #11

To be such a smart guy, Musk does some really dumb stuff --- like alienating most of his customer base. Like investing billions to build an auto manufacturing academy for the Chinese --- now his primary competition. The article highlights Tesla marketplace trouble --- but it ignores the other half of a "double whammy" that envelopes Tesla. While Musk was busy shooting his company in the foot, investors were buying hi…

I understand his shares are collateral for his various other ventures ( and most likely personal expenses ) - a Tesla stock crash might have other consequences

That's why he had to "sell" X, he was facing margin calls on this Tesla stock and would have been forced to sell stock.
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