> The problem is that those issues are exaggerated for Tesla and understated for other makes Execution problems doesn't mean bad cars, it means not delivering

> The problem is that those issues are exaggerated for Tesla and understated for other makes Execution problems doesn't mean bad cars, it means not delivering on margins, deliveries, ect. No one is saying Telsa is not a good company. They are saying that its not worth more than GM and Ford combined. I remember when I was investing in weedstocks when Canopy (who made no money) passed in valuation one of the largest banks in Canada who had a net income of like $11 billion. This feels the same way to me. Telsa's market cap is close to $100 billion. Tesla delivered ~1 million cars. It sells a very specialty product (luxury cars) to people who have the money and ability purchase and maintain such a car. Its a very niche product. GM on the other hand sold over 3 million cars in just China, and it has BETTER self driving tech than Telsa. Aside from that, there are a lot of people for whom a Telsa is just offlimits (such as people like myself who live in urban apartments), or people who don't have the money (such as most of the America and the world). Its not an $1k iPhone its a 40k luxury vehicle.