What do you all think about Tesla..

Nutanix / Eng
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NutanixEng

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Nutanix, Cisco
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Mar 14 15 Comments

They all look similar including the new shiny model Y, especially on the inside. Do you think they have a chance once the playing field heats up by 2020

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TOP 15 Comments
  • Facebook / R&D
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    FacebookR&D

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    They still have the only charger network that enables convenient travel.
    Mar 141
    • Microsoft MSFTBRO
      And gigafactory. I dunno how vw plans to keep with battery demand.
      Mar 15
  • New sparked
    Tesla’s problem is they are too overvalued...their technology is ripe for an acquisition but their market cap is so insane no one could justify it.. maybe a merger but Elon is too prideful to recognize they need an established players know how as it pertains to assembly/parts/support etc.
    Mar 146
    • Intel yhgth
      Disagree- you must be comparing them to other unionized and highly regulated car companies. Hypothetically, companies selling a $50K product people must have is a great market to be in, provided they can escape those two challenges.
      Mar 14
    • New sparked
      First I would argue that no one “needs” a 50k car, although I will concede most people seem to manage to get financing for a vehicle that equals their yearly salary. But that aside most people still view Tesla as a really nice to have vehicle as long as you have a gas vehicle to supplement it with so now you’re talking about 50k vehicle that has an entry requirement of a gas vehicle.

      I do agree that it’s a good market to be in and that Tesla makes a solid product that is reasonably priced for what it is. I just think that market isn’t nearly ready for it and Tesla still has an up hill battle where their supply chain management is concerned
      Mar 14
    • Intel yhgth
      Let’s say it’s $35K (avg new car price) - that’s 30x the price of a new iPhone and car penetration rate is on par with smartphones.

      Why do you need a gas car to supplement?

      Without a doubt, car companies supply chain has a 100 year headstart. That said, Tesla are 1/10 the complexity.
      Mar 14
    • New sparked
      Oh I don’t think you need a gas car supplement; but most consumers still feel super uneasy regarding all electric still and I think we are unfortunately quite a ways away from that sentiment changing
      Mar 14
    • Microsoft / EngSenoritaWE
      Buy the $35k car, get any remaining tax subsidies. If you need an ICE car, just rent it. SuperCharging v3 is now 1000 miles per hour so you might not need a regular car anymore depending on where you live.
      Mar 14
    • Microsoft FBisEvil
      You’re absolutely right. Elon will be Tesla’s downfall. His ego will lead them right to ch 7
      Mar 15
  • Tesla / Ops
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    TeslaOps

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    Bigballermore
    Stock is flat after hours, the big announcement events don’t work anymore
    Mar 141
    • Facebook / R&D
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      Elon has desensitized the market with his Twitter behaviour. Of course the stock is flat.

      Also, Model Y isn't really a splash. Very incremental to M3.
      Mar 14
  • Cisco / QACyberDemon
    Elon Musk should resign.
    Mar 150
  • They did Wonderful so far but it cannot be sustainable now that they got to the mass market.
    Their valuation is crazy due to Elon musk hype.
    In my opinion they will be bankrupt and cut into pieces in the next 5 years.
    It is also possible that they will emerge as the winners, but I don't think they understand how to make cheap car at scale
    Mar 140
  • Daimler -DeezNutz-
    Just curious. Why did you tag Daimler here and not any of the other OEMs?
    Mar 151
    • Nutanix / Eng
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      NutanixEng

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      Nutanix, Cisco
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      OP
      Incumbent vs Insurgent 😂
      Mar 15

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