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by SloppyDrive 125 days ago
They have a current production capacity in the high hundreds of thousands, a software solution that has a reasonable chance of competing in the self driving market, and a worldwide distribution platform.

So the optimistic valuation is based on: Global ride share killer + Large car manufacturer + power infrastructure + Robotics.

Somehow the valuation is as though TSLA will succeeded early enough to entrench itself; if robotaxi wide rollout happens in the next six months, i would be happy to say TSLA is worth more than its current valuation. If it cant then at best 30% of current valuation.

1 comments

> if robotaxi wide rollout happens in the next six months

No worries, in 6 months Elon will promise something else and we'll be asking the same question again

Roadster launch is supposed to be on April 1st... Hard to think of any response other than "once bitten, twice shy"