[bagels]

They would make so much money with a model 2 that they might be able to justify their valuation. I find it hard to believe that they won't eventually build it. Obviously not going to happen until factories are not at capacity with higher margin cars, but it seems likely to eventually happen.

[adfrhgeaq5hy]

There are affordable electric cars on the market today with better build quality than what Tesla sells for $80k. Someone will make a killing off affordable electric cars. Every indication is it will not be Tesla.

[leesec]

You honestly sound like a short seller or something. Tesla owns the vast majority of EV sales in US and other countries. You act as if other companies will easily catch up on major moats like battery tech/supercharging network/autopilot, but that Tesla can't improve on Build Quality?

Every indication is that it will be Tesla.

[adfrhgeaq5hy]

You think "Autopilot" is a moat? Every other company has had that stuff for ten years and their systems actually work. Adaptive cruise control ain't new.

And no, I don't think Tesla can improve on build quality. Their cars are fantastically shit. May as well consider Yugo a competitor to Bentley.