5 ms·

If Tesla is the first to crack autonomy they will win, regardless of ride-hailing. If Tesla doesn't crack autonomy they're likely to go under, regardless of rid

• repsilat 8y ago
  > If Tesla is the first to crack autonomy they will win, regardless of ride-hailing. I think that's a bit strong. People don't replace their cars all that often, and no massive increase in demand for Tesla's cars is going to cause their production numbers to jump. If they get full autonomy out five years ahead of Waymo and Cruise (good luck), they still probably won't win a dominant share of the market longer-term. > If Tesla doesn't crack autonomy they're likely to go under Shrugs, I think autonomy could seriously hurt them, whoever invents it. Tesla builds "a better car" -- nice acceleration, clean interface, more reliable -- and autonomous ride-hailing in cities essentially leads to the cars themselves not being an important point of differentiation.
• Latteland 8y ago
  I don't think they will go under. They believe they will make enough model 3s to be profitable quarterly in the second half of 2018. They could also just sell stock if they needed more money short term. They are at least 10 years ahead on superchargers, long term driving. I'm coming up on 6 years of free long distance driving with my model s. There's no other ev with that capability. The next i-pace is missing charging away from your house.