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by V__ 1204 days ago
Tesla makes better software right now. But the profit-margins argument seems to be a misconception [1]. Until Tesla distances itself from Musk, I also don't think the brand will stay 'cool' for that long.

[1] https://seekingalpha.com/article/4573601-tesla-gross-margins...

1 comments

I don’t think those are fully like to like comparisons though. You have to run those numbers just for electric. Nobody I know would cross shop a Tesla and a Rav 4. They can have their margins on their ICE catalog but they don’t have it on their electric yet even with the dealer network numbers added in.
This we can agree on, but just as an example VW will have those margins within this year and electric sales are about a third of Teslas: https://www.reuters.com/business/autos-transportation/volksw...