| > That's extremely unrealistic. The aeroplane industry is extremely complex, and there are heavy regulations where (hopefully) Tesla's "move fast and break things" + use commercial grade stuff and refuse warranty ( was it the chips in their screens or the screens themselves in some models that were not made for constant use in a car) approach won't fly. People said the same about SpaceX. And yet they beat everybody. Tesla already works with SpaceX in a number of ways. Do you think Musk or Tesla are not able to adjust to different industry? Are they so bull headed that they will say 'we make cars like this therefore we make planes like this'. Tesla and SpaceX working together have the technologies required and the financials to do it, and just as important, the will to do it. > was it the chips in their screens or the screens themselves in some models that were not made for constant use in a car That this is still the example of 'look at this terrible company' is just embracing. A relatively young company on its first mass produced car made a mistake. Therefore for the rest of history they can never accomplish anything and they will forever be known as 'the company that selected the wrong screen'. > it nearly banrkupted them Tesla has better finances and ability to raise money. > Unless Tesla are already currently working on an electric airplane, i call bullshit on them having one in 10 years. Maybe that is the case, I don't have a fixed timeline. What I care more about is who will have it first, who makes the best and at what price can they produce them. I don't think the existing companies will push hard enough. I do think they are already working on battery chemistry needed for the airplanes. That is very much most difficult and unknown part about electric flight. > Considering they already have the truck and semi which are oversold and underdelivered/delayed The primary issue is battery supply. More products with a fixed amount of battery-supply does not mean you make more money. Overcoming battery supply and improving battery quality is the primary task right now. > As to your other comment that Airbus won't do it - they've been on it since 2010: Just as existing car manufactures had been working on EV since the 1970s. I think they are adopting some wrong strategies and they have very little intensive to kill their existing business. The German car manufactures were still committing Disel gate when Tesla was producing EVs. > estimate it will take them another decade for this, what makes you think a company with no aeronautics experience and Maybe my estimate is wrong, but the earnings potential is there even if it takes longer. And Musk and SpaceX have lots experience. How much experience did Tesla have in battery design and battery manufacturing 10 years ago? Almost non. 10 years later they literally have the highest output and fastest battery manufacturing line in human history producing their own cells with their own chemistries. How much experience did SpaceX have with space capsule designs? Non in 2009 and in 2020 they launched humans. Lets consider relanding rockets, in 2011 they started working on it, they did it in 2016 and its totally routine now. You can do amazing things if you have the will, the financials and the people to put behind an effort. > history of overpromising and underdelivering can do it all in a decade? People are so obsessed with that. They under-deliver because the promise insanely ambitious things. And even when the underdeliver, the results are still great. Should I be mad that they didn't deliver the Semi yet when instead the manage 50% YoY growth without it? Why is nobody impressed that they are hitting their buissness targets WITHOUT interducing new products. That seem to be totally ignored, specially when 'lack of demand' was the main criticism of Tesla for a long time. As it was with the Model 3, first people believe it want happen. Then when it does people say it wont scale. And then it will come on big. The Semi when it comes out will be just as demand constraint as rest of Tesla cars. Tesla will be a huge part of the global Semi market, I have little question about that. Its not like the other players in that space are rolling out massive amounts of electric semis yet either. And anyways everybody will be battery constraint so for everybody Semi in large rollout will be tricky for everybody. Again, I don't care if people don't agree with any of this. I don't give investing advice. Don't gamble with money I can't lose. There is a big chance this wont happen. |