The ongoing Elon Twitter saga: "insert demographic" melts down

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PlacidCasual said:
Isn't a slight misrepresentation to frame Tesla as a purely car company. They are a major battery innovator and producer with it's own charging infrastruture. The arguments that the legacy car companies have more infrastrutue and IP for cars is undeniable. But Tesla has Gigafactories, as they call them, working or being built around the World. They leverage that technology into domestic electricity sotrage and have their own charging system. Is it not likely the greter part of the value lies there rather than in the cars?
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Kinda misrepresentation yeah
If you look at revenue it shows how dominant automotive revenue is. always tricky when a large dominance happens in a company to figure out if they rest would work standalone.

The problem with evaluating Tesla as a tech company is that they don't really sell any tech, they use it.
For sure it would have a market value. I think you are going to see Tesla value slide in relation to the others, their early mover advantage is slowly being eroded.

Revenue Breakdown2022Contribution
Automotive Sales$67.21B83%
Regulatory Credits$1.77B2%
Leasing$2.47B3%
Services$6B7%
Energy generation and storage$3.9B5%
Total$81.46B
 
Mercenary Keyboard Warrior said:
The problem with evaluating Tesla as a tech company is that they don't really sell any tech, they use it.
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Maybe not currently but that can change, they're open to licensing FSD/autopilot, they've sold battery tech to other car companies. They've got other energy tech - solar etc.. and expanding into new areas like robotics.
 
dowie said:
Maybe not currently but that can change, they're open to licensing FSD/autopilot, they've sold battery tech to other car companies. They've got other energy tech - solar etc.. and expanding into new areas like robotics.
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People can't seem to get their head around this idea. That Tesla's share value has been an option on Musk himself and his other endeavours.
 
Trusty said:
People can't seem to get their head around this idea. That Tesla's share value has been an option on Musk himself and his other endeavours.
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And yet Musk's own image has been rather, how shall we put it, tarnished by his very high profile behaviour in regards to the likes of twitter, something that a cautious shareholder or investor in any of his other businesses might be concerned about.

I'm also wondering how and when he's going to licence his fsd tech, given it's not what 5-10 years behind schedule for being ready and seems to be going backwards rather than forwards in several ways.
 
Werewolf said:
And yet Musk's own image has been rather, how shall we put it, tarnished by his very high profile behaviour in regards to the likes of twitter, something that a cautious shareholder or investor in any of his other businesses might be concerned about.

I'm also wondering how and when he's going to licence his fsd tech, given it's not what 5-10 years behind schedule for being ready and seems to be going backwards rather than forwards in several ways.
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Thats a different argument.
 
unwashed potato! said:
Who? Link to any of them.

You post says "people". Show them
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You've literally got 2 in last 2 pages.

Colonel_Klinck said:
It is massively overpriced. In no world is it really worth more than the 5 other biggest car companies, that alone should tell everyone how overpriced it is. They say its a tech company and not a car company but its tech is no better than others and some have caught up and overtaken Tesla. If it is a car company there are better EVs for less money, which is why Tesla have been slashing prices. There will be a major correction but I'm sure a lot of big players have a lot of money in Tesla and no one wants to make the share price drop while they are holding a lot of shares. Tesla had a huge head start on the competition but that is over now.
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Mercenary Keyboard Warrior said:
Kinda misrepresentation yeah
If you look at revenue it shows how dominant automotive revenue is. always tricky when a large dominance happens in a company to figure out if they rest would work standalone.

The problem with evaluating Tesla as a tech company is that they don't really sell any tech, they use it.
For sure it would have a market value. I think you are going to see Tesla value slide in relation to the others, their early mover advantage is slowly being eroded.

Revenue Breakdown2022Contribution
Automotive Sales$67.21B83%
Regulatory Credits$1.77B2%
Leasing$2.47B3%
Services$6B7%
Energy generation and storage$3.9B5%
Total$81.46B
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Sankari said:
Old mate is still pretending to address the bot problem. Here he claims that reducing the unpaid user experience even further will surely solve it this time, just like all the other non-solutions he implemented earlier, which also consisted of *checks notes* reducing the unpaid user service even further.

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There almost needs to be something that twitter brings in, that helps distinguish notable real users from fake ones. Nothing paid for, just a free way that twitter marks certain worthy accounts as real and the person they say they are. Not sure what simple easy way they could do this.
 
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