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Isn't part of the calculation that Tesla could be unlike any car company before? I'm sure that if you just calculated the probability-weighted value of them lan
by peripitea 10y ago
Isn't part of the calculation that Tesla could be unlike any car company before? I'm sure that if you just calculated the probability-weighted value of them landing somewhere in the mix of the current auto players, they would be overvalued. But there's also a non-zero probability that they turn into something that transcends the auto industry. I suspect a lot of their current valuation comes from that.
- whiskers08xmt 10y agoAbsolutely, the car industry is entering a period of major disruption, both through electricfication, self-driving and ride sharing. My guess is that the demand for the first level 5 self-driving vehicles is going to be insanely high. It wouldn't surprise me, if they could be sold with a profit margin of 100%+, or rolled into a ridesharing service alá uber, where Tesla owners can share their ride, while Tesla takes a nice piece of the pie.