[daveguy]

Their AI so far appears to be a cagey failure. Waymo and Cruise are easily outpacing them in self driving capabilities.

Yes, battery and solar panels are a good additional business. But are they going to make strides better than companies who solely focus on those? Both of those are still high R&D efforts.

The more electric vehicles become commodity the less advantage they have. Tesla started with virtually no competition. Now Toyota and almost every other car manufacturer is a direct competitor.

It seems that Tesla increasingly provides vertically integrated mediocrity.

[thwayunion]

Also, to GP's vertical integration claim: Cruise is a division of GM!!! GM's choice to not apply their badge to Cruise is very intentional and very smart. Tesla is the naive player here, not the other auto makers.

[leesec]

>Waymo and Cruise are easily outpacing them in self driving capabilities.

No they are not lol. Maybe in 2 specific cities you mean?

[daveguy]

In capabilities. Not in guinea pigs. Tesla has way more guinea pigs. But they don't even publish their miles between disengagement.