4 ms·

This is the same playbook amazon did - give investors a vision, convince them short term profit are less important than the eventual goal. Get the capital at a

by tnt128 6y ago

This is the same playbook amazon did - give investors a vision, convince them short term profit are less important than the eventual goal. Get the capital at a really really low cost, and then use these capital to build hard things, and crush competition.

peteradio 6y ago
Whats the path that Tesla crushes the competition though? Seems like existing competition can ride the coattails if anything. Only way to stop it would be to engage in some incredibly anti-competitive behavior.
- Hypx 6y ago
  Tesla is already losing to the competition. See Europe where it is no longer the top selling EV company. This is probably the biggest difference between Tesla and Amazon. Namely, that Tesla isn't able create any kind of network effect to keep competitors out.
  - peteradio 6y ago
    Wonder how much money a simple man could make if they windowed their short correctly. Could TSLA create short billionaires with its current valuation?
    - Hypx 6y ago
      It's possible since we are likely in "Big Short" territory. Timing is the challenge though.
- justicezyx 6y ago
  Tesla's electronic platform is at least a generation ahead of big auto makers. Confirmed from my friends at Shanghai auto. Other good things are the software platform, direct sale channel. And in the end, Tesla has Elon Musk.
  - peteradio 6y ago
    So Tesla is like 6 months ahead w/ some modest differentiators and no moat for those differentiators? I think Tesla is doing good things and Elon is some fresh air but still I don't see the competition giving all their customers away (or even a huge portion). Isn't it customers that matter?
    - justicezyx 6y ago
      Where is 6 months coming? I routinely hearing people in auto supply industry claims 3-5 years is usually how a new component enter market with serious adoption. For system like Tesla's entire electronic, 5-10 years seems what they are speculating.
      - peteradio 6y ago
        > Where is 6 months coming? My pooper. Thanks for clarifying the timeline, that is something if true.

by tnt128 6y ago

peteradio 6y ago

Whats the path that Tesla crushes the competition though? Seems like existing competition can ride the coattails if anything. Only way to stop it would be to engage in some incredibly anti-competitive behavior.

Hypx 6y ago
Tesla is already losing to the competition. See Europe where it is no longer the top selling EV company. This is probably the biggest difference between Tesla and Amazon. Namely, that Tesla isn't able create any kind of network effect to keep competitors out.
- peteradio 6y ago
  Wonder how much money a simple man could make if they windowed their short correctly. Could TSLA create short billionaires with its current valuation?
  - Hypx 6y ago
    It's possible since we are likely in "Big Short" territory. Timing is the challenge though.
justicezyx 6y ago
Tesla's electronic platform is at least a generation ahead of big auto makers. Confirmed from my friends at Shanghai auto. Other good things are the software platform, direct sale channel. And in the end, Tesla has Elon Musk.
- peteradio 6y ago
  So Tesla is like 6 months ahead w/ some modest differentiators and no moat for those differentiators? I think Tesla is doing good things and Elon is some fresh air but still I don't see the competition giving all their customers away (or even a huge portion). Isn't it customers that matter?
  - justicezyx 6y ago
    Where is 6 months coming? I routinely hearing people in auto supply industry claims 3-5 years is usually how a new component enter market with serious adoption. For system like Tesla's entire electronic, 5-10 years seems what they are speculating.
    - peteradio 6y ago
      > Where is 6 months coming? My pooper. Thanks for clarifying the timeline, that is something if true.