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OP, probably like me, isn't putting money against Tesla. And at some point, reality comes crashing down. Tesla will not dominate the autonomous taxi market. B
by oblio 2y ago
OP, probably like me, isn't putting money against Tesla.
And at some point, reality comes crashing down.
Tesla will not dominate the autonomous taxi market. Basically every major car company has tech comparable with Tesla (Mercedes, GM, etc).
Tesla will not dominate the battery market. Heck, I think they still DON'T make their own batteries (it's all collaborations with LG Chemical and other chemical companies and they have shared licensing and stuff).
And you can fool some people all the time and all the people some time, but you can't fool all the people, all the time.
Once Tesla becomes a bit player in China (Chinese companies are ruthless), gets mauled in Europe (starting to happen), what could possibly justify their market cap? The US? It will be saturated at a certain point. India? Not growing fast enough to make up for it, the Indian economy is 1/7th the US one and Indian disposable incomes are probably 1/50th the US ones...
- rvnx 2y agoTo be fair, in the US, Tesla has the best FSD, by far. But in the EU the self-driving software they released sucks (even Mercedes has way better system, at least in Germany, and takes liability on their shoulders), other electric cars have better finish, and they have support for things like Stalks, that European users actually want, due to roundabouts.
- elAhmo 2y agoSeeing 'the best FSD' in a sentence is odd - it makes it sound there are multiple FSDs out there, and Tesla's FSD is the best. At the same time, it is not actually self-driving, rather it is a supervised system that has been called FSD for marketing and false promise purposes.
- Hikikomori 2y agoIsn't Waymo way ahead in the US?