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A comment on Tesla Surges Above $500, Leaving Analyst Targets in the Dust. Parent comment

Re:Tesla Surges Above $500, Leaving Analyst Targets in the Dust by tdhz77 on Monday January 13, 2020 @11:38AM (#22035939)
Car companies have years of office politics that impact their ability to see the future. I think this has clouded their judgment. People are rooting for Tesla. The gas industry has propped up the short sellers and now the ones that have the money are the ones that believe climate change is real and that Tesla is apart of the solution. New technology in batteries, automation, AI, etc is driving Tesla not sales of the car. That’s because Tesla is a tech company not a car company. How much data have they collected for their autonomous driving?
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Re:Tesla Surges Above $500, Leaving Analyst Targets in the Dust by phkahler on Monday January 13, 2020 @11:55AM (#22036147)
>> That’s because Tesla is a tech company not a car company

The traditional car companies specialy is not cars. Its manufacturing and supply chain management.

Tesla does seem to be mastering manufacturing, and being more vertical they dont need as much supply chain handling.

They are not particularly advanced in tech from what I've seen. They do have a bunch of young motivated engineers that have a lot to learn and they can skip over a lot of things and take advantage of the supplier network providing the hard stuff.

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Re:Tesla Surges Above $500, Leaving Analyst Targets in the Dust by tromp on Monday January 13, 2020 @01:02PM (#22036869)
> They are not particularly advanced in tech from what I've seen.

You may not have seen as far as Sandy Monro [1]

[1] https://cleantechnica.com/2018/07/16/munro-model-3-electroni...

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Re:Tesla Surges Above $500, Leaving Analyst Targets in the Dust by phkahler on Monday January 13, 2020 @01:27PM (#22037124)
>> You may not have seen as far as Sandy Monro

I've seen further than that. I did read something a while back that sounded like they have a nicely integrated inverter/motor combo.

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Re:Tesla Surges Above $500, Leaving Analyst Targets in the Dust by anon73044 on Monday January 13, 2020 @05:20PM (#22039363)
>The traditional car companies specialy is not cars. Its manufacturing and supply chain management.

Don't forget the finance side of things! GMAC was founded 101 years ago and also got a large portion of the bailout.

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