3 ms·
Im thinking the tesla valuation is more than the car company, the car company is just making the economy of scale battery production profitable/or just funded,
by scsilver 6y ago
Im thinking the tesla valuation is more than the car company, the car company is just making the economy of scale battery production profitable/or just funded, while the greater goal is the decentralized power generation and storage network of the solar roof + power wall. If we think of them as a energy infrastructure company + subsidiary car company/freight company (tesla semi) then I can see the valuation making some sense.
Tesla doesnt need perfect automation to handle cheap, automated, short run freight lines, leveraging clean cheap electricity, and low maintenance trucks(no ICE, less drive train maintenance, no driver time at wheel restrictions)