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I do believe there was a point where Tesla could have imploded. But I think we are well past this now. Tesla figured out their production and most of their tech
by _fizz_buzz_ 3y ago
I do believe there was a point where Tesla could have imploded. But I think we are well past this now. Tesla figured out their production and most of their technical issues. The competition is getting a bit stiffer, however Tesla has so much volume now that traditional car makers missed the point where they could have been a real danger to Tesla by competing in the EV market.
- ceejayoz 3y agoTesla the company, I think, is unlikely to implode and disappear. I think they'll be one of the large automakers for a long time, competing with the other big ones. Their share price still has a decent chance of doing so, down to a P/E ratio more similar to the other car makers.
- CameronNemo 3y agoYes I think the pe is largely based on the assumption that they will be able to transition to selling high margin assisted driving services, but that remains to be seen. Other self driving plays are much more mature and actually in production (e.g. Waymo), but still facing criticisms and odd behavior.