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Re:Tesla Passes Ford by Market Value by leggomylibro on Monday April 03, 2017 @12:49PM (#14024468)
I think that line of thought assumes that they pivot from electric cars to batteries, and from batteries to energy in general. Imagine huge, modular atmospheric/solar/geothermal/battery/molten salt combination generator/energy storage plants dotting the globe.

But I mean, couldn't GE do that too? Or Samsung/Murata/Vishay/Maxwell/Panasonic/etc.? It kind of seems like the stocks are trading largely on the strength of Musk's vision. I am kind of okay with letting mad scientists-cum-Bond villains like Musk and Bezos run amok with billions of dollars, though. I mean why not, it's a bit of a wildcard and it makes about as much sense as anything else that's happening right now.

Re:Tesla Passes Ford by Market Value by erikpukinskis on Monday April 03, 2017 @02:51PM (#14025872)
> But I mean, couldn't GE do that too? Or Samsung/Murata/Vishay/Maxwell/Panasonic/etc.?

Sure. So could Martha Stewart, or Jeff Bezos.

That hard part is actually doing it and doing it well. Is GE better positioned to do it than Tesla? Not really. It's a complex problem involving advanced software, engineering, branding, customer service, talent retention, supply chain, and myriad other challenges. Tesla is better at some of these things, worse at others. But they're going for it. GE, GM, et al don't appear to be moving aggressively towards these goals at all.

Re:Tesla Passes Ford by Market Value by macspoofing on Friday April 07, 2017 @04:42AM (#14058164)
>Imagine huge, modular atmospheric/solar/geothermal/battery/molten salt combination generator/energy storage plants dotting the globe

Or space elevators, or flying cars.