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by snuze
2521 days ago
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As someone in the industry (with domain knowledge), I can tell you that you are oversimplifying the problem and ignoring Tesla’s advantage and leadership in this space. Other manufacturers have to account for legacy systems/designs, it is not as trivial as you make it sound. |
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Other manufacturers do have to account for legacy systems, you don't need to be in the industry to understand the relationships manufacturers have with companies like Bosch and know they're not in full control of their destiny.
But their advantage is not a "let's ignore dumpster fire financials quarter of quarter to earn them a multi billion dollar market cap" big.
Tesla is not worth 42B dollars because manufacturers can't figure out OTA updates, and the fact other manufacturers don't have OTA updates should be a rounding error when you list advantages that warrant that market cap. It doesn't take any insider knowledge to know that, just common sense, and for far too long people have been ignoring that in preference for TSLA hype.
I got out last year during the 420 nonsense so honestly I don't know why I'm even bothering with all this, the fact anyone needs more than that to see TSLA is not worth your time is interesting. Anything from that point onward was just icing on the bear cake for me.