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Am I wrong in thinking BYD is quite the existential threat to Tesla in the long-term?
by newnewpdro 8y ago
Am I wrong in thinking BYD is quite the existential threat to Tesla in the long-term?
- tim333 8y agoThey seem to be targeting different ends of the market - high performance vs cheap busses and taxis. I think Porsche and Mercedes are more direct threats.
- baybal2 8y agoTesla will never pay off for its stratospheric valuation if they can't dominate mass market. Chinese certainly will though.
- newnewpdro 8y agoIt looks like a huge missed opportunity for Tesla to not be getting all those domestic mass transit contracts at the very least. Tesla isn't laser focused on high-end exotic cars, look at the Tesla Semi for example, and energy storage. I think Tesla's existing targets are more a product of their limits to production scale than anything else.