Tesla Talk 2

So Tesla is valued at $1.3Tn.  Waymo is valued according to the latest funding round at $126Bn.Why is Tesla supposedly worth so much more?Is it the 1.6 million car sales last year.  Sales are going down not up.Is it the Battery manufacturing. The Chinese have left Tesla in their dust.Is it the Robots with no established path to market while Boston Dynamics seems to be the technology leader.Is it the use of Vision for FSD instead of LIDAR.  Microvision intends to sell LIDAR at around $100 per unit to OEMs.Is it because they have access to the best AI?  Google appears to hold that crown.Is it the Star Power of Elon? There is no succession plan in place there.

A little bit of critical thinking is required from those cheerleading Tesla.

You put a more downplaying slant. I think also, they design at low level, not soc. The only thing they're not doing is printing on wafers. Some parts of design, they go down to transistor-level optimization. So there isn't anything off the shelf about it. You can downplay away as you like.

we’ve come a long way in the Tesla story since the 2019/20 days where so many folks here proclaimed that “the end was nigh for all the dastardly OEMS”.
6 years later, Tesla has peaked at 2% of Irish sales, and it’s likely now to drop until they cease manufacturing cars entirely in the coming years.

We should move this thread into the tech/Ai forum.

The 2% probably represents less a view of whether Tesla is a good EV brand or not, and much more about the notoriously conservative nature of Irish people, particularly rural Irish people - terrified of what the neighbours might think and slow to adopt anything that hasn't been proven by the grandad or granny.

VW has them covered though 😄

dont recall that but im sure it happened, i do think most of the legacy manufacturers are fooked though.

They are supposed to be producing 5000 cars a week in Grünheide with scope to extend to 500000units each year. At this stage the could be shipping customs free from Fremont or Austin and still satisfying demand on the old continent.

You said above that they should import cars for Grünheide market from US, which didn't make sense to me as they have a factory already nearby in Germany.

Please define rural. The percentage of EV sales in plenty of counties are around the 20% mark YTD.

It is but I wasn't and won't be complaining about finding the model Y they get has inferior charging speed, lower density, etc due to having 4680 cells instead of 2170 cells.

dont be distracting they / them from the by the minute sales updates per market, i am on the edge of my seat here.

You'll have to be patient regarding next update as the next big market which needs to report is China. As this is the general Tesla thread I stay on topic and I feel I am doing the public some service as Tesla in Europe are just hanging on and we have not seen the likes of this since GM retrenched back to the US. Buying a Tesla now comes with many risks of which potential horrific depreciation is front and centre. If you must have a Tesla it would be most prudent to lease, not buy

I don't think I'll sleep tonight now!😴

Get it on a lease or aim to hold for a long time in order to minimize risk.