3 ms·
> Tesla is being priced as if it will be a near monopoly on both car sales and the self driving market, which is pretty clearly not true. It's unlikely that Te
by milkytron 6y ago
> Tesla is being priced as if it will be a near monopoly on both car sales and the self driving market, which is pretty clearly not true.
It's unlikely that Tesla will be a car sales or self driving monopoly... but their charging network is by far the best, and they allow other manufacturers to use them. I think this, in addition to the car sales, self driving, and massive speculation is what is causing the stock price to be where it is.
- adam_arthur 6y agoIf they execute well and diversify enough, their valuation could become warranted in some years. However, I think it's likely that regulation will eventually prevent vendor lock-in/monopoly around charging stations. Imagine you could only go to some subset of gas stations, depending on which manufacturer you got your car from?