Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
They had AWS when the stock really started moving. Before that, AMZN was a bubble and lost most of its value.

Regardless, AMZN is still overvalued and has a lot to prove from an earnings perspective.

Again, Tesla has not taken advantage of being first to EV. When the hit boys come in, Tesla will be just another company making EVs.

Currently, they are a cash burning, largely unprofitable company with a lot of hopeful investors and very little to show for it.
Again, you are pretending that the "hit boys" don't have an impossible problem - their total commitment to car dealerships. Until they figure it out, or some other company that isn't dependent on dealerships, like Apple jumps into the EV market, and does a better job than Tesla with manufacturing, supercharges, batteries, power walls, solar panels, etc. Tesla is the *only* company making mass market EVs in the United States.
 
Again, you are pretending that the "hit boys" don't have an impossible problem - their total commitment to car dealerships. Until they figure it out, or some other company that isn't dependent on dealerships, like Apple jumps into the EV market, and does a better job than Tesla with manufacturing, supercharges, batteries, power walls, solar panels, etc. Tesla is the *only* company making mass market EVs in the United States.
And they are losing money doing so and represent <1% of the market.

Other manufacturers already have EV technology that will be rolled out in mass when it makes sense. You are far too caught up on this dealership element. Once EVs are big, they will be sold at dealerships too.

Tesla is terrible at manufacturing EVs and controlling costs.

They also produce an inferior product that is behind in fit and finish.

They also don't have enough sales, yet they lose more money the more cars they sell.

Tesla also isn't solving a problem. Gas is cheap, subsidies are running out, and cars are getting great gas mileage and can be filled up in 2 minutes. EVs Tesla is making isn't the iPhone of 2007. It's not "clearly better" than what is out today. It's actually clearly worse in many important areas like range, refueling hassle, getting extra equipment at your house, maintenance, and loss of subsidies.
 
Why even bother? Tesla is going to be far ahead of any car Apple could put out. They've missed their chance.
Exactly. Coca-Cola is why Pepsi never existed. No one's ever heard of Burger King. Ben and Jerry just sit around eating Häagen-Dazs. Imagine that some company could be crazy enough to enter an already established industry, wouldn't that be adorable?
 
Last edited:
Thanks.
A labor of true love -- But only on Weekends.

[At present, fighting the Automatic Choke System (cold start carburation) -- made of five, typically-English, complex interlocking analog systems where at least one is refusing to play nice. And new replacement parts are now unavailable. LOL!]

I admire your enthusiasm. I had an old TR4a that I was going to restore, but just couldn’t commit to the work and had to sell it.
 
I'm not sure how much control they have over their own valuation. The market doesn't seem to react at all to product announcements from Tesla - it only reacts to analysts saying Tesla is worth X or financial reports that Tesla has earned Y.

Maybe revealing new stuff in March will boost their valuation, but... IDK. The Model 3 reveal in 2016 only lead to the share price increasing ~10% from $225 a week before to $250 a week after. The Semi and Roadster reveal didn't cause anything - they were at $303 a week before and $315 a week after, with no discernible signal in that noise.

I expect they'll simply pay the $900M.

The fact that CR no longer recommends Tesla isn't helping. Tesla is in an area that isn't that high of a barrier to enter fro existing players. Musk gave away every patent they hold for the betterment of all of humanity. It is admirable but the way the company runs and how it can't keep high up execs make me avoid it. I am crazy about buying dips but on Tesla is simply isn't for me.
 
They're not "ugly" by any means but they look basic as hell. Take the features and brand away and it could be a Mazda. I get it, the features and brand are part of what make it an actual Tesla, but (for me) looks matter, too. And many others as well. It's quite the boring exterior to me. I think my Civic Hatch Sport looks more appealing, but I guess I'm biased.
 
Transportation as a Service (TaaS). Apple is focusing on services. Why do all of you people think they are going to sell a self driving car? They are going to keep it and rent it to you, the passenger. The ROI on the vehicle is worth more than a one-time sale of the hardware. AI would focus on not just navigation and operation of the vehicle, but also periodic charging and maintenance. They will employ tow truck drivers to pickup the wrecked and broken down ones and will eventually probably automate that too. Disrupting the industry is how these huge multi-nationals keep ahead.
 
Register on MacRumors! This sidebar will go away, and you'll see fewer ads.