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I don't know that I'd go so far as to say Tesla is screwed, but certainly massively over valued. I am baffled at how valuations seem to think all other manufac

I don't know that I'd go so far as to say Tesla is screwed, but certainly massively over valued. I am baffled at how valuations seem to think all other manufacturers are just going to shrink away without any fight. I agree with the increasingly zealous misuse of downvoting; I had an account on another device which had every single comment downvoted; presumably I said something someone didn't like, but with no associated comment who knows.

runawaybottle 6y ago
I invite you to take a look at the post-IPhone world and how all other phone makers vanished up to that point. Anyway, I do contemplate this particular shift in cars because of Tesla’s valuation. Why would Mazda keep existing if Tesla and Apple just out school them? There’s going to be some dead companies for sure. Where is Mazda on future tech?
- xedeon 6y ago
  I actually like the Mazda MX-30 EV prototype. But with a range of only 130 miles, it's a non-starter. It's interesting times for sure. I'm curious how the landscape will look like 10 years from now. https://www.mazda.com/en/new-generation/mx-30/ https://www.mazda.com/en/new-generation/mx-30/
- johnvanommen 6y ago
  > Why would Mazda keep existing if Tesla and Apple just out school them? There’s going to be some dead companies for sure. Where is Mazda on future tech? Mazda's CX5 handily outsells Tesla's Model Y. I think the thing that a lot of people don't understand about Tesla, is that most people can't afford to spend $60,000 on a car. The Mazda CX5 has a MSRP of $25,270. There's tons of people who buy things based on price, and battery prices aren't getting any cheaper. On top of this, the CX5 competes in a segment where there's at least fifteen competitors, whereas the Model Y is (mostly) competing with the Jaguar I-Pace and Audi E-Tron.
  - jcheng 6y ago
    > battery prices aren't getting any cheaper I thought they were getting dramatically cheaper every year?
f430 6y ago
The flagging is getting ridiculous now. As soon as you say something that the OGs dont agree with you get flagged and censored. It's bizarre. How can people be this narrow minded on HN? Maybe they are not hungry anymore, they cashed in their stock options or made their acquisition and think they are infallible. Look I love my Ferrari, its never going to lose value, its gone up since I bought it two years ago because as EVs become more popular, people are always going to value analogue. There's a reason the manual version of the same F430 has a 100,000 USD premium. As EVs become no longer just Tesla, ICE cars are going to be even more sought after. Tesla's electric cars are boring and Porsche's rendition is what the future holds. You can't compete with software alone, other manufacturers have largely caught up now.
- PhantomGremlin 6y ago
  As soon as you say something that the OGs dont agree with you get flagged and censored. What you say is true, people often downvote things they don't agree with. However, I think you're also getting downvoted because you're using words like "fanboys" and "screwed". People on HN tend to react very negatively to inflamatory language.
mullingitover 6y ago
“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” It remains to be seen whether Tesla will be able to leverage their access to cheap capital in a way that will allow them to corner the market on batteries. I think that's what this will all boil down to. A lot of Apple's success with iPhones happened because they were able to dominate the market for the latest and greatest components, locking out competitors by simply buying up every scrap of cutting edge parts. If Tesla is able to leverage their capital and lock everyone else out of batteries, they might strangle the competition in a similar fashion. On the other hand, if Toyota or some other competitor can develop some game-changer battery technology and lock Tesla out, they could fold just as easily.

runawaybottle 6y ago

I invite you to take a look at the post-IPhone world and how all other phone makers vanished up to that point. Anyway, I do contemplate this particular shift in cars because of Tesla’s valuation. Why would Mazda keep existing if Tesla and Apple just out school them? There’s going to be some dead companies for sure. Where is Mazda on future tech?

xedeon 6y ago
I actually like the Mazda MX-30 EV prototype. But with a range of only 130 miles, it's a non-starter. It's interesting times for sure. I'm curious how the landscape will look like 10 years from now. https://www.mazda.com/en/new-generation/mx-30/ https://www.mazda.com/en/new-generation/mx-30/
johnvanommen 6y ago
> Why would Mazda keep existing if Tesla and Apple just out school them? There’s going to be some dead companies for sure. Where is Mazda on future tech? Mazda's CX5 handily outsells Tesla's Model Y. I think the thing that a lot of people don't understand about Tesla, is that most people can't afford to spend $60,000 on a car. The Mazda CX5 has a MSRP of $25,270. There's tons of people who buy things based on price, and battery prices aren't getting any cheaper. On top of this, the CX5 competes in a segment where there's at least fifteen competitors, whereas the Model Y is (mostly) competing with the Jaguar I-Pace and Audi E-Tron.
- jcheng 6y ago
  > battery prices aren't getting any cheaper I thought they were getting dramatically cheaper every year?

f430 6y ago

The flagging is getting ridiculous now. As soon as you say something that the OGs dont agree with you get flagged and censored. It's bizarre. How can people be this narrow minded on HN? Maybe they are not hungry anymore, they cashed in their stock options or made their acquisition and think they are infallible. Look I love my Ferrari, its never going to lose value, its gone up since I bought it two years ago because as EVs become more popular, people are always going to value analogue. There's a reason the manual version of the same F430 has a 100,000 USD premium. As EVs become no longer just Tesla, ICE cars are going to be even more sought after. Tesla's electric cars are boring and Porsche's rendition is what the future holds. You can't compete with software alone, other manufacturers have largely caught up now.

PhantomGremlin 6y ago
As soon as you say something that the OGs dont agree with you get flagged and censored. What you say is true, people often downvote things they don't agree with. However, I think you're also getting downvoted because you're using words like "fanboys" and "screwed". People on HN tend to react very negatively to inflamatory language.

mullingitover 6y ago

“In the short run, the market is a voting machine but in the long run, it is a weighing machine.” It remains to be seen whether Tesla will be able to leverage their access to cheap capital in a way that will allow them to corner the market on batteries. I think that's what this will all boil down to. A lot of Apple's success with iPhones happened because they were able to dominate the market for the latest and greatest components, locking out competitors by simply buying up every scrap of cutting edge parts. If Tesla is able to leverage their capital and lock everyone else out of batteries, they might strangle the competition in a similar fashion. On the other hand, if Toyota or some other competitor can develop some game-changer battery technology and lock Tesla out, they could fold just as easily.