291–300 of 836 posts
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This is an interesting take, considering several EVs from traditional manufacturers have been canned entirely.
The EV market is booming outside of NA. EV growth share in Europe is remarkable and Tesla is flatlining there while everyone else advances.
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It's incredible there is something wrong with a group of people completely unable to see when someone is lying to them. And no matter how many times they are lied to, as long as they are rich enough they believe them. I don't know what to think anymore about this. He has continuously conned his way along and does it just long enough to jump to the next con. Tesla is crashing and somehow people though giving him a hug…
The problem with the stock market is, even if you know with 100% certainty that EM is lying and Tesla is overvalued, you only can cash in that knowledge if the stock price makes contact with reality. In fact even if every single shareholder in Tesla knows that the price is unsustainable they can still hold out for a greater fool for years. To a large extent you are betting on what the crowd will do, not what the comp…
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How is that a Tesla thing though? I'm fairly certain every auto manufacturer and many non-auto manufacturers are working on it. I doubt they'll be able to patent anything truly important to the process, since others beat them to the market with most of it. Or am I missing something essential?
Remember how everyone kept saying tesla is doomed because any minute now the old OEMs were going to storm in and kill their EV business? In actuality, those OEMs are getting killed by Tesla and Chinese startups. You are making the same argument for autonomy. Old OEMS cannot compete in this space at all. Waymo cannot compete on price with Tesla.
It's a race between how fast Waymo's COGS can decline and how fast Tesla's FSD can achieve actual self-driving. At this moment, given all the evidence available, my inclination is that Waymo is in a better spot.
Tesla stock dipped a little today it seems but it's still up 8 percent over the month. I really don't understand those investors and how they price a struggling company so highly.
> I really don't understand those investors and how they price a struggling company so highly. Struggling, not so much: '24/'25 revenue of just under $100B, with Q3'25 record profitability and deliveries yielding $1.5B net income. Strong liquidity and a current ratio of about 2, boosting short-term financial stability. Solid cash reserves and relatively low debt ratio. High stock price: far exceeds that of traditiona…
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How is that a Tesla thing though? I'm fairly certain every auto manufacturer and many non-auto manufacturers are working on it. I doubt they'll be able to patent anything truly important to the process, since others beat them to the market with most of it. Or am I missing something essential?
Remember how everyone kept saying tesla is doomed because any minute now the old OEMs were going to storm in and kill their EV business? In actuality, those OEMs are getting killed by Tesla and Chinese startups. You are making the same argument for autonomy. Old OEMS cannot compete in this space at all. Waymo cannot compete on price with Tesla.
I feel like people will be willing to wait until next year for the Alphabet or Mercedes version, but maybe I'm overestimating the average person's attention span or underestimating how far behind the competition is.
[0] https://www.newyorker.com/culture/the-new-yorker-documentary...
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How many massive, bloated rockets that nobody really needs have the competitors been blowing up time after time after time?
When they do this on their own dime and get results years ahead of competitors, is that a bad thing? If not for crew dragon, the US would be begging Russia for seats to the ISS still. Is that your preferred outcome?
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I think you're underselling what Trump and Musk has done to the stability of Democracy in the US. Aside from all that, there are other American car manufacturers with great EVs: Mustang Mach-E, Chevy Equinox/Bolt/Blazer, etc. Not saying that BYD isn't better, but comparing to Tesla, there is plenty of US competition.
> Aside from all that, there are other American car manufacturers with great EVs: Mustang Mach-E, Chevy Equinox/Bolt/Blazer, etc. Teslas aren’t perfect, and they are definitely starting to get a bit dated, but the list you made has precisely zero “great EVs” imho.
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It's really amazing. Anyone still remembers Dojo ? 2 years ago or so they stated that they start to mass produce Dojo and it was supposed to be a top 5 supercomputer in the world by the end of 2024... https://thedriven.io/2023/06/22/tesla-to-start-building-its-...
The Dojo team left tesla to do their own ASIC. https://www.theverge.com/news/756706/tesla-dojo-team-shut-do...
The reality is they announced that as a pipe dream. Just like the FSD, Robotaxi, Optimus and 10 other projects that will never work - or more precisely, they will work but >10 years from now, and it won't be from Tesla but from a competitor.
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Which maker? Because that assertion is false for Porsche Audi VW BMW and MB. What’s left?
Audi Q4, and if the dealer doesn't know how their own cars work then that's the same to me. In an EV it's a necessity.
Makes sense.