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it is ,to an extent the more teslas there are ,the more supercharging stations you can afford to deploy,making teslas even more valuable the more there are,th
by saargrin 6y ago
it is ,to an extent
the more teslas there are ,the more supercharging stations you can afford to deploy,making teslas even more valuable
the more there are,the more miles you collect for your FSD AI
the more there are,the bigger the scale of battery production,thus the batteries are cheaper (and i imagine the rest of supply chain gets cheaper with scale too)
- Traster 6y agoOn each of those points there’s a very strong counter argument though- firstly there only needs to be enough charging stations, no one is buying a Ford because there are more Ford gas stations. It’s yet to be proven Tesla’s sensor arrangement will ever achieve FSD and they don’t get data for sensors they haven’t added yet. Finally, they probably have leadership in battery technology but that isn’t a network effect, there’s a limit to how much you get economies of scale in manufacturing.
- saargrin 6y ago1. tesla stations are proprietary 2. we'll see but if it does work then theres your network effect 3. you get economies of scale by ... scaling
- Traster 6y agoThe point is that Tesla's economies of scale aren't going to be a comeptitive advantage against companies like Honda, Toyota, or Panasonic all of whom have huge economies of scale. For example, we don't say Apple's economies of scale are a competitive advantage, because most of their competitors have the same economies of scale, no one seriously believes Apple's scale gives it a significant advantage over Samsung. So at best you've got a propriety solution that's going to be swamped by the generic charging stations, a network effect on FSD that's entirely speculative, and no real advantage of scale.