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by iknowstuff 562 days ago
Tesla is not importing to china. Its not debt ridden like the 10 other car companies, and has a growth outlook far beyond them via FSD and renewables. They produce 1.5M cars a year, Hertz is a blip. FSD13 is looking fantastic.
1 comments

What competitive advantage does Tesla have in renewables?

They produced 1.5 million. Their sales are down, they have no new models releasing, they have competition on all fronts, they likely will lose the Chinese market in the trade war. They need to sell 20 million vehicles to justify their stock.

If Tesla has a kuckass sub 10000$ sodium ion city car (aka the car for 1-3 billion people)... But they have luxury vehicles and that's it.

Fully auto drive is a convergent evolution of infrastructure problem. It is ten years away. Army of Indians won't cut it.

You’re not paying attention to fsd but talk very confidently about the stock. I encourage you to short it