Could Tesla be the next Netflix?

Okta
oflsne5

Go to company page Okta

oflsne5
Apr 21 21 Comments

Netflix has seen its valuation crushed with new players like Disney+ and HBO Go coming into the fold. This isn't too far off from what's going on in the EV space. With almost every major automotive company becoming major EV players in the coming years (BMW, Ford, Kia, Volkswagen, Porsche just to name a few) and even promising new companies like Rivian coming in, Tesla could find itself in a similar situation. Yes they have their existing supercharging network, FSD L2 (lol), and battery tech, but is that enough?

#tesla #rivian #bmw

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 TOP 21 Comments
  • Amazon
    vHkz32

    Go to company page Amazon

    vHkz32
    New EVs are like 5 years behind of Tesla. Bolt EV only gets like 259 mi range ๐Ÿคก. Porsche taycan only gets 212 mi ๐Ÿคก. Rivian r1t has nice 292 mi, but still behind.
    Apr 21 5
    • Sorry Iโ€™m capable of forming my own opinions?

      Why does half of blind dickride elon/Tesla despite all the rampant issues
      Apr 21
    • New
      topgun786

      New

      topgun786
      have you seen the new mercedes? the Quality is beyond any Tesla would ever build.. yes its pricy but if Mercedes can do it others could do.
      Apr 21
  • valid point.

    I love Tesla, but Tesla in China isn't super competitive compared to other Chinese EV makers like NIO or Xpeng, which have equally good (if not better) tech and build quality.
    Tesla is still at the top in China due to its marketing effort, but not so untouchable like it is in the US.

    Why is Tesla still untouchable in the US? I feel the US EV makers haven't reached the maturity yet. They will just as Chinese EV makers did.
    Apr 21 6
    • New
      qFrY02

      New

      qFrY02
      Top Chinese Ev makers should also know that using LiDAR Scanner will bump the EV price x2 x3 x4 and even when itโ€™s very effective in detecting shapes it canโ€™t see colors meaning it wonโ€™t be able to tell if itโ€™s a cone or a pedestrian. Tesla CV AI is a much more cost effective solution.
      Apr 21
    • Lidar has high cost years ago.
      It's not the case anymore. That's why the mainstream Chinese EV makers will ship production models with Lidar this year.

      Pure CV solution has been ineffective and error prone on Tesla. The advantage of Lidar is so big that Tesla has been testing it as well. But Tesla is far away from shipping production models with Lidar.
      Apr 21
  • Yahoo
    jtOQ60

    Go to company page Yahoo

    jtOQ60
    You just have missed their earnings report
    Apr 21 3
    • Tesla
      xcmg85

      Go to company page Tesla

      xcmg85
      @msft - that PE is using the data before the earnings report lol.

      Once PE gets updated to reflect $7.37 from the updated previous 12 month GAAP EPS it'll drop to 137. Aggressive trend downward no?

      also careful weighing PE so high on growth, amzn early on had a PE 3700, and fb 1400.
      Apr 21
    • And fb famously never had a correction /s
      Apr 22
  • Google
    whshsiw

    Go to company page Google

    whshsiw
    I think so. Teslas edge is in tech not building cars. I heard car enthusiasts shitting on their build quality.

    Other car manufacturers are entering the market quickly and aggressively so i think there will be a shift in a couple of years.
    Apr 21 0
  • New
    qFrY02

    New

    qFrY02
    If the other brands are able to catch up to Tesla in the EV production next couple of years is irrelevant. Tesla is close to solve FSD and more efficient batteries and these are the edge for Tesla and the other brand wonโ€™t be able to catch up in 10 years. BTW I donโ€™t own a Tesla.
    Apr 21 1