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by martythemaniak 2944 days ago
What you're missing is that Tesla does not want to be a Mazda, nor a Ford, nor even a Toyota. They want to be an industrial behemoth that powers every part of the carbon-free economy. They want to be a GM, GE, ConEd, Exxon and Uber rolled into one. This is not some bizzare internet conspiracy, this has been stated in plain English multiple times and has been voted on by their board.

Now, you might think that's too risky, too ambitious, or they'll never be able to execute etc. Whatever. But you can't judge them based on your own made-up ideas and standards.

2 comments

He already pretty clearly said what he thought. I'm looking at the numbers. That's reality. You, on the other hand, are operating on future assumptions that may or may not come to pass

Meanwhile your counterpoint is a very vivid fantasy of what Tesla wants to be beyond a car company, which is something it’s not doing particularly well. You’re engaging in just the kind of fantasy “Future assumptions” in question, and really just buying into empty PR and marketing. The evidence suggests that Tesla is a car company, and struggling to be just that. It’s an act of intense mental gymnastics to say that no, they’re not just a car company, they’re a whole economic sector that started as a car company... before they’ve even pulled off step 1. Maybe they will be, but the odds are not in their favor, and it’s going to be a moot point if they can’t even turn a profit on their cars.

Arguing from an imagined future should be the job of marcom, not you. It’s not a failure of imagination or a lack of faith for rational people to look at what is, not a vision of what may or may not ever be.

>They want to be a GM, GE, ConEd, Exxon and Uber rolled into one.

They have a long way to go to be compared to any single one of those companies, let alone all of them combined.

Betting on any company to be the biggest in the history of history is a fool's errand.

>But you can't judge them based on your own made-up ideas and standards.

I can't judge them by my standards? News to me.