Thread: Apple and Tesla
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Brave Ulysses
BANNED
I am worthless beyond hope.
 
Join Date: Dec 2005
 
2019-05-02, 22:39

nice to see some life and meaningful discussion come back to this place :-)


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Originally Posted by Dr. Bobsky View Post
The entire sectors growth is unprecedented. .
Really? Look, electric car sales are growing. But Tesla is leading the pack by orders of magnitude. And without Tesla, "the pack" would have never had a chance or likely existed. You really can't deny that.

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Tesla has cash flow issues caused by incompetence. These will catch up to it.
Yes and no. Tesla's operations and business management definitely has demonstrated incompetence... hence my belief that Apple can have a very positive impact on Tesla. But, I also believe that Tesla is handicapped by being a publicly traded company and bending over backwards each quarter to try and appease Wall Street. Tesla is a growth company and should be reinvesting every dollar they make into R&D and build out of services and infrastructure. The capital investments they have made to date may not show up well on the balance sheet right now, but they set them apart from everyone else.

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Tesla isn’t as dominating as you seem to believe, VW sells more electric vehicles in China than Tesla — and both are far below the sales of Chinese manufactures. Why does this matter? Because rates of electric car adoption in China outpace anywhere else on earth, the consumers there are defining who will ultimate win.
huh? Tesla is by far the dominant force in electric vehicles globally. The Model 3 has become the top selling car in its class in nearly every country It has been released in so far... car... not just electric car. As for China.... the Model 3 has only been available in China for less than a quarter. They are all imported from Fremont, CA. The Gigafactory 3 in Shanghai will be complete this summer. The Model 3 will quickly become the top selling electric vehicle in China within the next 2 quarters, and the growth curve will only continue to widen the gap.

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To be absolutely crystal clear: my argument wasn’t at all about market share. It was about the limited window Tesla had to define the standard of electric cars... they didn’t capitalize, and so their competition from new and old car companies has caught up and in some markets is outpacing their sales... the lack of proper management will only exacerbate this over time.
Huh? There is no market that is growing faster than Tesla that Tesla has been selling the Model 3 in for greater than 3 months. And in countries where the Model 3 is being sold, the gap is increasingly huge.

At a close to home level (the US)... The gap between Tesla and the competition is immense. There is no one who can produce as many battery packs, of comparable capacity, produce as efficient cars, with comparable features and safety, for a comparable price. This doesn't even take into account the Supercharger network, which to be honest, is what makes mass adoption of electric vehicles in the US remotely viable. There is nothing remotely comparable to the Supercharger network today, nor will there be next year, or the following year. this really is something that even Tesla has not done a good enough job of appreciating and marketing.

Last edited by Brave Ulysses : 2019-05-02 at 23:08.
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