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> then Ford will presumably make some money from me That's not at all certain when buying and EV. > but it looks to me like they're losing a lot of their firs
by panick21_ 4y ago
> then Ford will presumably make some money from me
That's not at all certain when buying and EV.
> but it looks to me like they're losing a lot of their first-mover advantages now
That's what people have been saying since 2014 and Tesla has just continued to grow.
> and they'll probably be losing some margin
Given that they have improved prices quite a bit and still have lots of order backlog, I would suspect the opposite.
Maybe total operational margin will be down because of Berlin and Texas factories, but automotive margin is unlikely to go down.
- hotpotamus 4y agoJust saw this post and it pisses me off. Not because I disagree - I truly don't know the future for Tesla and it's interesting, but what the hell is "improved prices" supposed to mean? Sure sounds like marketing bullshit for "increased" - I don't consider that an improvement.
- panick21_ 4y agoI have dyslexia, I wanted to write 'increased'.
- hotpotamus 4y agoLol, well then I don't have much of a problem with that thesis.