> Telsa apps/games

This is the only thing that remotely justifies their current valuation.

If you expect them to crush it in China + monetize their install base via creating an app platform for 3rd party apps + get to self-driving.

People forget that EVs are going to likely be on the road a lot longer than ICEVs, due to lower wear-and-tear. Past battery capacity degradation, there isn't much to break.

> People forget that EVs are going to likely be on the road a lot longer than ICEVs, due to lower wear-and-tear. Past battery capacity degradation, there isn't much to break.

People always say this, but I'm a bit skeptical. I own a 13 year-old Toyota with 200k+ miles on it, and the things that break are more like suspension parts, wheel bearings, etc. I think drivetrains are pretty reliable at this point.

That's my wife's current objection to buying an EV: after a quarter-million miles, a Tesla will still be running fine with no reason to replace it (vs an ICE trying to self-destruct).

She objects to EV's because they keep working longer?

Yup. And not an uncommon opinion.

At a quarter-million miles, most people want something different. "It's falling apart" is an acceptable excuse. "It's running just fine, another three-quarter-million miles to go" not so much.

App stores are lucrative and all, but there's just not that many cars compared to iPhones / Android phones to sell apps to.

I'd say the counterargument would be: what other channel can guarantee attention while a person is moving around?

Seems to map fairly well to monetization, which is essentially what drove mobile.

Ad targeting when you break a geofence? $$$