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Re:Investors conclude that Tesla is a carmaker, not a tech firm by Cthulhu_ on Thursday January 05, 2023 @10:42AM (#34261258)
That's just it. I see it as follows. Back in the 2000s, the iPhone came out. Especially with the 3G, it was miles ahead of the competition, and it took Android manufacturers five years to catch up and overtake it.

I believe Tesla holds - or, held - a similar position. They had a head start in many areas, but they could not keep it up.

One big difference is quality; Apple phones have great build quality, always have - although they had issues with bending and holding the phone a certain way iirc. Nothing like that in recent years though. But Teslas are known for poor build quality, mainly in the bodywork - expensive construction methods, poor and inconsistent spacings, etc.

Tesla hasn't innovated in recent years. Their last 'big' one was announcing the semi, cybertruck and a new Roadster, but it went radio silent for all of those for years after the announcement until recently when they finally started delivering the first semis.

Apple on the other hand has consistently released a new phone every year since the iphone 1, and more models and innovation to boot.

Tesla had so much money but they don't seem to have invested it efficiently. They also failed to advance their self-driving much further, which seemed to be the USP they were pushing for for a while.

Its owner messing around with the stock price by announcing a privatization, then buying Twitter on what seemed like a whim was another big issue of course. He lost a lot of credibility over the years.

I think Tesla will pivot from a car manufacturer to a battery manufacturer, and that its long-term strategy is its Turbocharger network. Electric cars are here to stay, and whoever owns the charger network now will benefit for a long, long time - like the oil industry has for a hundred years on fuel.

Re:Investors conclude that Tesla is a carmaker, not a tech firm by helen___keller on Thursday January 05, 2023 @10:53AM (#34261507)
> Its owner messing around with the stock price by announcing a privatization, then buying Twitter on what seemed like a whim was another big issue of course. He lost a lot of credibility over the years.

I think this counts for more than people realize. Similar with Facebook/Zuckerberg and Amazon/Bezos. The most effective founder CEO, in my opinion, for a large company is one that stays generally unknown to the public.

Tesla went from cool (I personally thought a Tesla was much more desirable than a traditional luxury car like a lambo) to kinda cringe, in large part because Elon Musk is broadcasting cringe on the daily to anybody who will listen.

Re:Investors conclude that Tesla is a carmaker, not a tech firm by fallingknife on Thursday January 05, 2023 @11:36AM (#34262392)
How many people are listening, though? And how many who are care enough to change a car purchasing decision? I think the answer is probably very few. I never hear anyone bring it up IRL.
Re:Investors conclude that Tesla is a carmaker, not a tech firm by JumpinJack_Cash on Thursday January 05, 2023 @11:09AM (#34261877)
> > Especially with the 3G, it was miles ahead of the competition

Pocket PC was a thing and it was great.

We have come so far in human progress that nobody invents something that is ‘miles ahead’ of everyone else.

What people do is they manufacture a narrative which purports such claims and shove it down people’s throats.

That is even more true in a sector which is almost 200 years old such as automotive.

Re:Investors conclude that Tesla is a carmaker, not a tech firm by myko on Thursday January 05, 2023 @01:08PM (#34263914)
> I think Tesla will pivot from a car manufacturer to a battery manufacturer

Tesla buys their batteries, though. They could/should sell the motors perhaps?