Quote:
Originally Posted by Mickey76
Tesla is only about growth. Are all the jurisdictions that have said they’re going to ban internal combustion engines going to follow through? If they do I don’t think Teslas earnings increasing 3-4x seems unreasonable. If they get a share of the highway tractor market and if they win self driving 10x-20x earnings is easily possible. The potential of highway tractors and self driving is enormous. They could end up leasing entire fleets to all the mega carriers. It’s a rich valuation but I would rather be long than short.
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Why would one believe that Tesla would beat google or amazon in terms of self driving cars. They may win semi autonomous but I think the same thing that allowed them to have electric cars faster (not having a combustion engine already) will be what hamstrings them on self driving (They already have human driven car business to support and maintain)