4 ms·
The other moat was supposed to be Full Self Driving. Trouble is, it's been "coming soon" for a while now and a cruise control system that's a bit more ambitious
by notahacker 4y ago
The other moat was supposed to be Full Self Driving. Trouble is, it's been "coming soon" for a while now and a cruise control system that's a bit more ambitious and risky than other OEMs' isn't nearly as obviously a moat, and a class action lawsuit from the people that paid for the promise doesn't help matters. Even if you're bullish on Level 4 robotaxis within the near future, Tesla doesn't look like the most likely winner of that market.
- Zigurd 4y agoIt's not just FSD. Even supposedly mainstream analysts have based their targets for Tesla on non-existent revenue streams and assumptions about everything going up and to the right. For example you can't make a cheap Tesla and keep the same margins. I would have bet that this would have come unraveled based on the dubious rescue of Solar City. But it was going to come unraveled.