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by neogodless 726 days ago
A bit of irony in history:

https://news.ycombinator.com/item?id=29247594 EV maker Rivian eclipses Volkswagen in value while Lucid overtakes Ford (ft.com) Nov 16, 2021

1 comments

Those valuations didn't make any sense. Even Tesla's valuation still doesn't.

Tesla is still valued at 2x Toyota:

https://companiesmarketcap.com/automakers/largest-automakers...

and then at least 5-10x what companies that actually make a lot of cars are valued.

Tesla should probably be valued at something like #3 or #4, their market value needs to crater by at least 50%, more like 80%, to reflect their real long term standing.