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Re:Tesla Delivers Record 97,000 Vehicles in Q3 by rtempaccount1 on Wednesday October 02, 2019 @05:29PM (#21140946)
Not every loss making company is an Amazon in the making :)

Tesla is likely coming to the end of the period where they have a relatively unique portfolio of products. We're starting to see the traditional car makers come up with competitive vehicles.

Whilst Tesla may ride this out fine, it's likely to have an impact on things like margins, going forward.

Re:Tesla Delivers Record 97,000 Vehicles in Q3 by npo9 on Wednesday October 02, 2019 @06:03PM (#21141239)
Is there an electric car that is a true competitor to the Model S?
Re:Tesla Delivers Record 97,000 Vehicles in Q3 by rtempaccount1 on Thursday October 03, 2019 @12:34PM (#21148872)
not sure I've seen a good analogue for the Model S (yet)

closest competitor for the Model X at the moment appears to be the Jaguar I-Pace.

For the model three there's things like the Hyundai Kona and Renault Zoe which are becoming competitive.

I don't think it's there yet, but if I was an investor looking at a 2-3 year timeline, you've got to expect increased competition as there's various models coming along from various companies. Not all of them will be successful, but it's a fair likeliness that some will be.

Re:Tesla Delivers Record 97,000 Vehicles in Q3 by xkjkls on Wednesday October 02, 2019 @08:35PM (#21142387)
The Model S sales are down close to 70% YoY. That’s very obviously not the platform of the future