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It's a question of ressources. Just like it's hard to see Microsoft becoming irrelevant simply because they have so much cash that they can just keep trying. W
by Certhas 6y ago
It's a question of ressources. Just like it's hard to see Microsoft becoming irrelevant simply because they have so much cash that they can just keep trying.
What exactly was Tesla first on? They managed decent range but there EVs are simply not that difficult to build compared to ICEs. Software is big but they know they are behind they have the ressources, and the institutional commitment.
It's not that I think Tesla should have the same cats/validation ratio as VW. They are ahead after all. But it's very hard to see the extend of the discrepancy in validation as justified over the long run for me. And it's not like VW is ignoring adjacent markets, Moia is a reasonably successful pilot, etc...
- nickik 6y ago> What exactly was Tesla first on? They managed decent range but there EVs are simply not that difficult to build compared to ICEs. This myth simply does not hold up once you consider how pretty much all manufactures have run into massive problems with EV production and struggle to achieve margin. If it was so easy as claimed, Tesla would not multiple of the highest selling EV all over the world.
- fomine3 6y agoTesla need to sell EV but others not. Selling ICE/HV/PHEV cars is more profitable for now.
- nickik 6y agoStocks are forward looking into the future. Making big profits now was not moving the stocks up, and now companies like Ford are not even making much profit anymore. All that ICE infrastructure is massive bound up capital, that gone be a negative in a couple of years.