Went back and read this thread from the beginning. Good discussion outside of a few haters only here to hate. The take-away for me is Elon thinks long term and never accepts "can't do that". If he bought into even 10% of the negativity shown here nothing would ever be accomplished.
Right now Tesla is only at the beginning of their growth curve. I feel sorry but totally don't feel sorry for the Gordon Johnson's out there. Whatever you do don't take his investing advice. Ironically he nailed the Q1 2021 delivery estimates which in actual is 184,800 he said ~184,000. But he did this so he could say later, Tesla missed expectations.
Tesla will very likely be close to 1 million vehicles this year, 2022 double. For whatever reason Tesla's self driving tech is not talked about much but this is likely going to be bigger than vehicle sales themselves. Tesla is solving self driving using only vision, this is much much harder but the proper way to do it long term. Going with "on the rails" systems seems better and maybe is on known routes, but it has very limited ability to adapt, learn and get better.
This is not investment advice do your own research.
|