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I'm going to watch with interest how long Tesla can flight gravity. Tesla will probably be kicked out of China by the local brands. Chinese brands are hyper co
by oblio 2y ago
I'm going to watch with interest how long Tesla can flight gravity.
Tesla will probably be kicked out of China by the local brands. Chinese brands are hyper competitive and either make their own batteries or have strong partnerships with Chinese battery giants. Their software stacks are frequently good and the manufacturing quality can be really good (to no one's surprise, China makes half of what the world uses).
Tesla will probably be kicked out of Europe by Chinese and European brands. Even the European brands are starting to slowly launch cheaper models where Tesla isn't going. I doubt Tesla will launch a sub 20k€ car soon (or ever).
That basically leaves only the US as a big market. I doubt that's enough to sustain a trillion dollar valuation.
Note: I don't believe in Tesla robotaxis or robots doing anything economically relevant within the next 10 years.