John Francis Donaghy said:

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I see Tesla as primarily an energy and technology company. Cars are simply an effective proving ground for their tech. I could see a future where Tesla winds down their car business, spins it off as a separate company, or sells the auto division to a traditional automaker to more fully focus on developing the tech aspects of the company for other applications.

I don't know if Tesla stock will continue to grow like crazy, level off, or drop off in the future. But anyone judging the future growth potential of the company in light competition with traditional automakers is, I think, misunderstanding Tesla's future.

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What percentage of Tesla revenue is car sales?

I'm not a Tesla fan boy, and see them rapidly losing market share on EVs. It's the charging and retail infrastructure that Tesla could dominate. Like how Buckees blew up, but even bigger and more profitable.

They do. Which the interesting number is exports out of China.

Sorry bout the car troubles. It stinks. Statistically it's our time eventually.

80+%.

bmks270 said:

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John Francis Donaghy said:

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I see Tesla as primarily an energy and technology company. Cars are simply an effective proving ground for their tech. I could see a future where Tesla winds down their car business, spins it off as a separate company, or sells the auto division to a traditional automaker to more fully focus on developing the tech aspects of the company for other applications.

I don't know if Tesla stock will continue to grow like crazy, level off, or drop off in the future. But anyone judging the future growth potential of the company in light competition with traditional automakers is, I think, misunderstanding Tesla's future.

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What percentage of Tesla revenue is car sales?

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Last I've seen it's at about 86% and generally falling year over year as other sectors of the company get off the ground and outpace the automotive sales sector in growth rate. But your question is shortsighted. There's nothing about making cars that makes Tesla unique. What makes Tesla unique is the underlying technology that powers their cars. There's no rule that says they have to be their own manufacturer forever.

Cummins makes great diesel engines, but they don't build trucks. Nothing says Tesla couldn't sell the manufacturing arm to GM or Ford, and partner with one or both to license their technology to the more traditional manufacturers. Maybe one day you'll be buying Ford and/or GM EV's that are "Powered by Tesla".

IMO Tesla could make bank licensing their tech on a much larger scale to traditional automakers than they could ever get while limited to manufacturing their own brand, and streamline the company by dumping massive manufacturing overhead costs, allowing the company to focus on improving the technology that sets them apart, and expanding into new markets and applications outside the auto sector, thereby further increasing growth potential.

Just my humble guess on where we might see the company go in the future.But first Tesla needed to prove the concept, and they needed to prove they can do it better than anyone else. They're well on their way to doing that. Now we wave to wait and see if Musk sees mass scale manufacturing of an in-house brand as Tesla's future, or if he wants the agility to push his tech into new economic sectors to push new envelopes. Knowing what I know about Musk, I know which I'd be putting my bet on over the long term given those two options.

John Francis Donaghy said:

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bmks270 said:

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John Francis Donaghy said:

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I see Tesla as primarily an energy and technology company. Cars are simply an effective proving ground for their tech. I could see a future where Tesla winds down their car business, spins it off as a separate company, or sells the auto division to a traditional automaker to more fully focus on developing the tech aspects of the company for other applications.

I don't know if Tesla stock will continue to grow like crazy, level off, or drop off in the future. But anyone judging the future growth potential of the company in light competition with traditional automakers is, I think, misunderstanding Tesla's future.

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What percentage of Tesla revenue is car sales?

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Last I've seen it's at about 86% and generally falling year over year as other sectors of the company get off the ground and outpace the automotive sales sector in growth rate. But your question is shortsighted. There's nothing about making cars that makes Tesla unique. What makes Tesla unique is the underlying technology that powers their cars. There's no rule that says they have to be their own manufacturer forever.

Cummins makes great diesel engines, but they don't build trucks. Nothing says Tesla couldn't sell the manufacturing arm to GM or Ford, and partner with one or both to license their technology to the more traditional manufacturers. Maybe one day you'll be buying Ford and/or GM EV's that are "Powered by Tesla".

IMO Tesla could make bank licensing their tech on a much larger scale to traditional automakers than they could ever get while limited to manufacturing their own brand, and streamline the company by dumping massive manufacturing overhead costs, allowing the company to focus on improving the technology that sets them apart, and expanding into new markets and applications outside the auto sector, thereby further increasing growth potential.

Just my humble guess on where we might see the company go in the future.But first Tesla needed to prove the concept, and they needed to prove they can do it better than anyone else. They're well on their way to doing that. Now we wave to wait and see if Musk sees mass scale manufacturing of an in-house brand as Tesla's future, or if he wants the agility to push his tech into new economic sectors to push new envelopes. Knowing what I know about Musk, I know which I'd be putting my bet on over the long term given those two options.

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There's nothing really groundbreaking about the underlying car tech in Tesla's that can't be matched or even exceeded by rivals.

Most of the high valuation hinges on a big moat of autonomous driving which, despite Musk's lofty claims, isn't anywhere near level 5 required for it to take off. And there's not a guarantee that they will have a significant advantage in that area. Lots of regulatory and technical hurdles

So why didn't Ford do it? They easily could have purchase a Tesla. Tore it down and copy. Or GM.

You think the best engineers want to develop trucks and SUV's.

They don't have the talent or will.

Engineering. Tesla 1. Space X 2

https://universumglobal.com/rankings/united-states-of-america/

FunkyKO said:

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So why didn't Ford do it? They easily could have purchase a Tesla. Tore it down and copy. Or GM.

You think the best engineers want to develop trucks and SUV's.

They don't have the talent or will.

Engineering. Tesla 1. Space X 2

https://universumglobal.com/rankings/united-states-of-america/

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When there's an absolute need they will purchase Tesla / license the tech until then why take on the R&D costs?

You recently had one the worlds most reliable and largest auto makers state they won't make an all electric car, you think Tesla is going to put pace and out sell Toyota? Lol

Bobaloo said:

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It is trading 650 times earnings. I wish every investor the best but that is too rich for me.

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This sums up my view succinctly. No way I'm buying TSLA outright at these levels.

If I'm wrong, I still allocate a portion of the overall accounts to S&P 500 index funds where DCA reigns supreme and I'll capture what I view as a "reasonable" exposure.

FunkyKO said:

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So why didn't Ford do it? They easily could have purchase a Tesla. Tore it down and copy. Or GM.

You think the best engineers want to develop trucks and SUV's.

They don't have the talent or will.

Engineering. Tesla 1. Space X 2

https://universumglobal.com/rankings/united-states-of-america/

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It's not an issue of talent. It's an issue that these legacy ICE companies have to deliver vehicles in volume today. They don't have the resources to go full-force into EV. It's a balancing act to meet the needs of today vs tomorrow.

Certain companies like VW are making a pretty big push into EVs, I certainly wouldn't write them off

Agreed. Automobile manufacturing is a global market, and the US is not the primary consumer. The elephant in the room is the cost of Tesla's products.

Comparing Tesla to Amazon is not a good comparison. There was nothing to compare Amazon to. It was so new and unchartered with no competition. Tesla has stiff competition in manufacturing, tech, AI, batteries.

Really, looked under the hood of Ford F-250 lately. Or under the chassis. Nothing has changed Engineering has stalled. They are doing the least to maximize profit.

And think it through.

If they sell an EV they are not selling an ICE. and their current situation has them making less of a profit on the Ev than on the Ice. How long would your business last if profitability goes down because of a forced switch.

Cost is coming down. As tech scales it is deflationary.

They will purchase Tesla? With what?

Getting there. Austin and Germany plants coming online soon.

How do you think the WalMart litigation will go?
I think no one really cares about that and the Tesla name is like Apple at this point.

FunkyKO said:

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Really, looked under the hood of Ford F-250 lately. Or under the chassis. Nothing has changed Engineering has stalled. They are doing the least to maximize profit.

And think it through.

If they sell an EV they are not selling an ICE. and their current situation has them making less of a profit on the Ev than on the Ice. How long would your business last if profitability goes down because of a forced switch.

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You should probably look again.

Which year model diesel? Going on my 4th. Who you think changes the oil? Not just talking engine.

What exactly are you talking then? Are you saying there are no differences in the design or technology between the four you've owned?

Yawn bro Tesla has the best talent.

FunkyKO said:

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Yawn bro Tesla has the best talent.

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What the **** does this even mean?

FAT SEXY said:

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I hope all of the electric car hype continues.. the market and reality will make my silver holdings much more valuable because of it.

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It's definitely not going away

Just like the internet was obviously the next big thing. But Cisco's valuation still made it an abysmal investment

You can like Tesla the company without thinking it's worth 3.5 trillion dollars

This means that everything from suspension to motor mounts.cooling /heat exchange..connectors/fasteners/hose clamps..weight..wiring harness.battery cost .Ford is so far behind the game. It's really bad. Volkswagen is even worse.

And no one yanked your chain pup. Pipe down

Actually that was uncalled for. I'm sorry.

And here we go with Cisco again.

Cherry picking a time horizon.

At least pick JNPR, NT, GLW, SUNW, or JDSU to have move of that doom and gloom effect

AggiEE said:

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Salute The Marines said:

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FunkyKO said:

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Yawn bro Tesla has the best talent.

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What the **** does this even mean?

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Apparently the ability to design a manufacturable car in an efficient manner with high quality is unique trait to Tesla that no other autos have experience with because Tesla hires a bunch of SV nerds

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it's unique to Tesla because they started with EV in mind so everything was designed and built around it. As opposed to existing car manufactures that want to leverage their economies to scale and shoehorn the technology into it.

Elon is a fraud... I expect Tesla to go the way of the hyperloop.

FunkyKO said:

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This means that everything from suspension to motor mounts.cooling /heat exchange..connectors/fasteners/hose clamps..weight..wiring harness.battery cost .Ford is so far behind the game. It's really bad. Volkswagen is even worse.

And no one yanked your chain pup. Pipe down

Actually that was uncalled for. I'm sorry.

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Actually I was more puzzled by the comment that you havent seen a difference in 4 diesels because Tesla has the best talent

This doesn't change the fact that ford is financially weak and has a much higher chance of Bankruptcy than Tesla. Tesla/Musk could buy Ford quite easily if they had much value left.