5 ms·

I think this really captures my view on the stock. There is one electric car in outer space right now, one premium brand. Everyone else is going to be in a race

I think this really captures my view on the stock. There is one electric car in outer space right now, one premium brand. Everyone else is going to be in a race over market share and Tesla has a shot to keep high margins and use those margins to keep finding its lead.

dd36 5y ago
Agreed. Tesla is so far in front tech-wise and continuing to push. They were only talking about 4680 and structural battery packs a year ago and it’s about to go into mass production.
- mupuff1234 5y ago
  Aren't most Teslas basically using Panasonic manufactured batteries?
  - ecpottinger 5y ago
    Panasonic batteries made to Tesla's specs not the general market.
    - mupuff1234 5y ago
      Doesn't that mean that the manufacturing process is more or less a standard one? and that Panasonic has the same battery tech now?
      - dd36 5y ago
        And who gets priority in their production plans?
        mupuff1234 5y ago
        I'm guessing Panasonic will prefer having more then a single costumer but regardless - that's quite a different narrative then "Tesla has a 5 year lead in battery tech".
mhh__ 5y ago
What are Porsche if not a premium brand? I'll be up front in that I've never sat in either for more than in a showroom, but tell me the Taycan is not premium and the Tesla is. I have never heard of fit and finish issues like I hear Tesla customers complaining about, for example.
- mattnewton 5y ago
  I think premium brands aren’t about the materials as much as they are about signaling brand values. A Porsche draws on foreign luxury ideas for playing a rich man, but a Tesla is for role-playing iron man with fancy new tech. The taycan is not appealing to people who want a car of the future in the way the model s is. This value is intrinsic to the Tesla brand and the utility those customers get (over the costs of maintaining that brand halo) can be captured as margin for a long time to come.
- ecpottinger 5y ago
  Porsche is doing good, they plan to sell over 40,000 BEVs this year and 60-80,000 cars next year. Their growth rate looks good but that is still a far cry from what Tesla already sells and plans to sell next year.
  - deleted 5y ago
    [deleted]

dd36 5y ago

Agreed. Tesla is so far in front tech-wise and continuing to push. They were only talking about 4680 and structural battery packs a year ago and it’s about to go into mass production.

mupuff1234 5y ago
Aren't most Teslas basically using Panasonic manufactured batteries?
- ecpottinger 5y ago
  Panasonic batteries made to Tesla's specs not the general market.
  - mupuff1234 5y ago
    Doesn't that mean that the manufacturing process is more or less a standard one? and that Panasonic has the same battery tech now?
    - dd36 5y ago
      And who gets priority in their production plans?
      - mupuff1234 5y ago
        I'm guessing Panasonic will prefer having more then a single costumer but regardless - that's quite a different narrative then "Tesla has a 5 year lead in battery tech".

mhh__ 5y ago

What are Porsche if not a premium brand? I'll be up front in that I've never sat in either for more than in a showroom, but tell me the Taycan is not premium and the Tesla is. I have never heard of fit and finish issues like I hear Tesla customers complaining about, for example.

mattnewton 5y ago
I think premium brands aren’t about the materials as much as they are about signaling brand values. A Porsche draws on foreign luxury ideas for playing a rich man, but a Tesla is for role-playing iron man with fancy new tech. The taycan is not appealing to people who want a car of the future in the way the model s is. This value is intrinsic to the Tesla brand and the utility those customers get (over the costs of maintaining that brand halo) can be captured as margin for a long time to come.
ecpottinger 5y ago
Porsche is doing good, they plan to sell over 40,000 BEVs this year and 60-80,000 cars next year. Their growth rate looks good but that is still a far cry from what Tesla already sells and plans to sell next year.
- deleted 5y ago
  [deleted]