Re:Tesla Says Model 3 on Track as Quarterly Loss Beats Estim...
by Retric on Thursday February 23, 2017 @10:27AM
(#13714603)
The car industry is about more than just the big car companies as suppliers are huge. Takata, BMW's airbag manufacture among other things is also worth 45B in part from a slice of those BMW sales.
Tesla is like BMW + some BMW suppliers. In that way Tesla is really 4 companies right now, a car company, a component supplier to Toyota and others, a battery company, and a solar company. Energizer is worth 3.3B and has 5,000 workers. Solar city is 'worth' ~$6 billion.
Thus, directly comparing Tesla to BMW is missing the boat.
Tesla is like BMW + some BMW suppliers. In that way Tesla is really 4 companies right now, a car company, a component supplier to Toyota and others, a battery company, and a solar company. Energizer is worth 3.3B and has 5,000 workers. Solar city is 'worth' ~$6 billion.
Thus, directly comparing Tesla to BMW is missing the boat.