News for hackers. Stuff that matters.

A comment on Investors conclude that Tesla is a carmaker, not a tech firm. Parent comment

Re:Investors conclude that Tesla is a carmaker, not a tech firm by hef19898 on Thursday January 05, 2023 @10:48AM (#34261387)
Yes. And if Tesla would move to block them from doing so, they would set themselves up for an anti-competition suite of epic proportions in all markets, from the US over the EU all the way to China.
[ Parent | on HN ]
Re:Investors conclude that Tesla is a carmaker, not a tech firm by JumpCrisscross on Thursday January 05, 2023 @11:04AM (#34261739)
> if Tesla would move to block them from doing so

Tesla is in no position to do so. They have a strong position in battery assembly, but zero direct presence in extraction or refining.

[ Parent | on HN ]
Re:Investors conclude that Tesla is a carmaker, not a tech firm by politician on Thursday January 05, 2023 @11:51AM (#34262655)
The problem of procurement is about access to Lithium and Nickel ores. Telsa has a joint partnership with a Nickel mine in New Caledonia and rights on mining Lithium in Nevada. GM, Ford don't and there is a global shortage, so I don't see them succeeding in battery production long term. If they source batteries from Panasonic, they're buying an inferior battery. If they source from Tesla, that's obviously positive for Tesla.

https://www.bbc.com/news/business-56288781

[ Parent | on HN ]
Re:Investors conclude that Tesla is a carmaker, not a tech firm by hef19898 on Thursday January 05, 2023 @01:02PM (#34263827)
If you hold a de-facto monopoly on certain taw materials, you are legally obliged to share it with competitors.
[ Parent | on HN ]
Re:Investors conclude that Tesla is a carmaker, not a tech firm by hef19898 on Thursday January 05, 2023 @03:53PM (#34266378)
Plus: Tesla's battery cells came for a very long time from Panasonic. So much for inferior tech.
[ Parent | on HN ]