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Sometimes the whole world goes insane, but sometimes I find it was just me. Perhaps they know something we don’t. I mean, if internal combustion engines are R
by goodluckchuck 6y ago
Sometimes the whole world goes insane, but sometimes I find it was just me.
Perhaps they know something we don’t.
I mean, if internal combustion engines are RAPIDLY outlawed faster than the other manufacturers are able to complete, and those companies go out of business, and Tesla buys them... then Tesla would prove to be massively undervalued. As more and more people put their money on that, it becomes less of an insane possibility and more of a certainty.
I mean, why doesn’t Tesla buy the 2nd, 3rd, 4th, and 5th largest US manufacturers?
- rootusrootus 6y ago> Perhaps they know something we don’t. But how would that work? TSLA's valuation is entirely based on the collective 'we', not some secret only Tesla knows.
- bconnorwhite 6y agoknow something we don't = difference in how you price risk of various outcomes. Not necessarily new information
- bobthepanda 6y agoTesla would probably be a really bad culture fit with Detroit, German or Japanese manufacturers. Titans have crumbled after bad acquisitions with rocky transitions (AOL/Time Warner being one major tech example)
- dylan604 6y agoI just don't see this happening. Big Auto has waaaaay too much clout with Congress to allow them to be legislated into oblivion. Maybe I don't have the right kind of vision which is why I don't play these games.
- mortehu 6y agohttps://en.m.wikipedia.org/wiki/Phase-out_of_fossil_fuel_vehicles#Places_with_planned_fossil-fuel_vehicle_bans https://en.m.wikipedia.org/wiki/Phase-out_of_fossil_fuel_veh... Part of the auto market is outside the control of Congress.
- tinco 6y agoWould it be undervalued though? If all other car manufacturers went bankrupt today, would $700 be undervalued for Tesla? As far as I can tell we passed that point long ago. Tesla is now valued as if it's going to also take Uber and the taxi market, as well as the trucking industry... In its entirety.
- bconnorwhite 6y agoUber without drivers is a very different business. You get clown numbers if you try to model the profits if Tesla can make 20M cars / year