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The Model S was a significantly higher volume and lower cost car than the Roadster that came before it. The Model 3 was a significantly higher volume and lower

by rchowe 5y ago

The Model S was a significantly higher volume and lower cost car than the Roadster that came before it. The Model 3 was a significantly higher volume and lower cost car than the Model S that came before it. Eventually they hit a wall in terms of the cost of the raw materials and labor to build the battery and drive train, but I'm not convinced they are there yet. Also, TSLA could very well find a Tim Cook to Elon Musk's Steve Jobs: someone familiar with logistics to take over the vision and mass produce it.

Ekaros 5y ago
Apple has value addition in brand. I doubt Tesla will really compete with all established players outside tech bubble... That is BMW, Mercedes-Benz, Porsche... And I can't believe Tesla can find someone who really can outcompete all the current manufacturers...
OldHand2018 5y ago
I bought TSLA stock back when the Model S was announced. At that time, people didn't know if TSLA would be able to make it. Their market cap was less than $5 billion. There were less than 100 million shares outstanding. Buying some shares was a big risk - it was either going to 0 or going to the moon. But when you bought shares, you weren't super diluted. It seemed like a reasonable bet for a small amount of my portfolio. At >$100B market cap, I am having a hard time making that same value judgement on Rivian. Their factory has a capacity of 150,000 vehicles; they say it can be increased to 200,000 and in less than 10 years they can be running at 1 million vehicles per year. If they make it, they will be a very valuable company!!! Is it worth taking that bet, right now? Wouldn't I be better off waiting for more confirmation?
panick21_ 5y ago
Tesla under Musk has done an insanely good job at scaling, growing as fast as any manufacturing company ever has. They have made the right investment in driver assistance, batteries and advanced manufacturing. They have a huge backlog on every vehicle and they have huge new factories including integrated comming online very soon. They have further invested vertically integrating not just batteries but cathode and anode manufacturing as well. What exactly is Musk doing wrong in terms of scaling and logistics?

by rchowe 5y ago

Ekaros 5y ago

Apple has value addition in brand. I doubt Tesla will really compete with all established players outside tech bubble... That is BMW, Mercedes-Benz, Porsche... And I can't believe Tesla can find someone who really can outcompete all the current manufacturers...

OldHand2018 5y ago

I bought TSLA stock back when the Model S was announced. At that time, people didn't know if TSLA would be able to make it. Their market cap was less than $5 billion. There were less than 100 million shares outstanding. Buying some shares was a big risk - it was either going to 0 or going to the moon. But when you bought shares, you weren't super diluted. It seemed like a reasonable bet for a small amount of my portfolio. At >$100B market cap, I am having a hard time making that same value judgement on Rivian. Their factory has a capacity of 150,000 vehicles; they say it can be increased to 200,000 and in less than 10 years they can be running at 1 million vehicles per year. If they make it, they will be a very valuable company!!! Is it worth taking that bet, right now? Wouldn't I be better off waiting for more confirmation?

panick21_ 5y ago

Tesla under Musk has done an insanely good job at scaling, growing as fast as any manufacturing company ever has. They have made the right investment in driver assistance, batteries and advanced manufacturing. They have a huge backlog on every vehicle and they have huge new factories including integrated comming online very soon. They have further invested vertically integrating not just batteries but cathode and anode manufacturing as well. What exactly is Musk doing wrong in terms of scaling and logistics?