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I think Toyota should be higher then Tesla. The only reason for me why I'm a bit iffy on them is that they still going after hydrogen and there electrification
by nickik 6y ago
I think Toyota should be higher then Tesla. The only reason for me why I'm a bit iffy on them is that they still going after hydrogen and there electrification strategy is pretty wrong. They seem to have partly realized that but still not totally convinced by their new strategy. They will defently survive and thrive, but I don't think they can dominate more then they do now.
Ford has been problematic and their balance sheet is not that great, their margin are very thin and they totally relay on high margin trucks and SUV. Their electrification plans seem pretty terrible, so I would not bet on them at all.
Betting on Tesla is betting on the other car makers having trouble doing the transition and making profits at the same time. Tesla ability to continuation to execute year after year. And to justify the super high evaluations, bringing self driving to market.