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

Post by mikeryan » Thu, Jan 05, 2023, 4:39 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 status200 » Thu, Jan 05, 2023, 4:41 PM UTC

throwaway894345 wrote: post #146

jzb wrote: post #61

Earlier quoted context omitted.

Being ahead on everything doesn't help if the larger players can pick and choose improvements and learn from your mistakes and adapt. It really doesn't help when the leadership of said car company is erratic and eroding the goodwill of the brand while people generally feel comfortable with more established carmakers. I feel pretty confident that major automakers are going to be around in 10 years. Buying a Tesla alre…

I haven’t checked in a while, but last time I looked Tesla was supply constrained—they couldn’t make cars fast enough to meet demand, so (unless that has changed) they’re probably not too worried about hypothetical demand reduction.

Post by rxhernandez » Thu, Jan 05, 2023, 4:42 PM UTC

LarryMullins wrote: post #249

dlivingston wrote: post #228

Earlier quoted context omitted.

> South Korea’s antitrust regulator said it would impose a 2.85 billion won ($2.2 million) fine on Tesla for failing to tell its customers about the shorter driving range of its electric vehicles in low temperatures. As a Tesla owner: range and ambient air temperature are significantly correlated (i.e., your 300 miles of range plummets to ~120 when below freezing). But, on a good, sunny, warm day, their range claims…

I bet if Tesla were in Detroit instead of California, they'd remember that winter exists.

Post by AnimalMuppet » Thu, Jan 05, 2023, 4:43 PM UTC

pjdemers wrote: post #88

Tesla, and even more Uber, were priced as if self driving cars are almost here. The idea that services like Uber without the drivers would make car ownership obsolete drove those valuations. Now that self driving cars are many decades away, instead of less than one decade away, is bring stock prices down. I always questions how fast we would see self driving cars, not because of the technology, but because of consume…

Post by MrMan » Thu, Jan 05, 2023, 4:43 PM UTC

cainxinth wrote: post #45

judge2020 wrote: post #19

Earlier quoted context omitted.

The difference seems to be that Tesla was 5-10 years ahead on everything: Minimalistic interiors, modern infotainment, mobile app performance, and of course they lead the way in making electric cars viable by showing that they can both look good and blast off in record time. But you're right that other automakers see Tesla as a threat and are catching up; for example, the range and charging curve improvements on mode…

> Minimalistic interiors, modern infotainment, mobile app performance None of that is why Tesla was ahead of everyone for so long. It's because their cars have better range, and Tesla is still the range leader. They held four of the top six spots in 2022, and the number one is the Lucid Air (only 3k of them have actually been sold): https://www.caranddriver.com/shopping-advice/g32634624/ev-lo... Also, I just want to…