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Originally Posted by Fuzz
I disagree with that. Their self driving "AI" isn't unique, and they've failed to deliver for years. I think you have it backwards, because their manufacturing advantages are what allows them to build cars for cheaper. The giga-press and one piece casting it allows for is a huge savings in costs. They also cost-reduce everything at the expense of convenience, which is why there are so few buttons. Buttons cost money. That being said, I don't think they have any advantage that is long lasting or won't be duplicated by competitors, which makes me wonder where the long term value is. And please don't say self driving....
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It's what gives them, or has given them, more speculative value. With the traditional auto manufacturers, you know what their business is and exactly how to value it. Innovative tech is naturally more forward looking and speculative based on potential future value of as yet unrealized revenue streams. They are still pioneering in these areas.