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re: Maybe Tesla is a car company after all

Posted on 10/18/23 at 8:27 pm to
Posted by slackster
Houston
Member since Mar 2009
87089 posts
Posted on 10/18/23 at 8:27 pm to
I can get behind the fact that Tesla really is a technology company while simultaneously believing that’s it’s quite overvalued.
Posted by BuckyCheese
Member since Jan 2015
52554 posts
Posted on 10/18/23 at 9:25 pm to
The most obvious difference is Tesla actually has a number of factories and makes most parts in house.

Apple and Nvidia in comparison contract all manufacturing. They design things and little else.

That factory overhead is there in good times and bad and that is why Tesla has, and will have, the same challenges as any other auto manufacturer.
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