Re:Tesla drops 7% after Goldman Sachs says the stock is wort...
by wonder_bread on Wednesday July 05, 2017 @07:18PM
(#14706954)
Definitely, I feel like it's partially just a question of what a full-stack 21st/22nd century auto company is going to be worth once the dust settles after the autonomous car wars. If it still means producing close to 10 million cars a year while also being a leader in autonomous driving software then we could be talking about a multi-hundred billion dollar company in the making. If, however, the number of cars needed to be manufactured drops precipitously and a number of strong competitors emerge in autonomous transport they may end up relying on their semi-truck and energy network investments a bit more. Only time will tell
I could be totally wrong, but being first will allow them to grab the lions share of the business opportunities, and let them vertically integrate aka Tesla run uber, Fedex etc.. Being second is like being second with PageRank.