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Re:Investors conclude that Tesla is a carmaker, not a tech firm by twelve40 on Thursday January 05, 2023 @11:14AM (#34261976)
> Tesla isn't able to make cars as well as the other global automakers

can you please point to where you found this data?

> experience in all the other areas of automotive manufacture that Tesla does not

I believe Tesla is still overvalued, but in 2022 they made 1.3 million cars, so dismissing them as amateurs is simply nonsensical. In 2023, they are a major car manufacturer with tons of experience with the entire process by now.

Re:Investors conclude that Tesla is a carmaker, not a tech firm by taylodl on Thursday January 05, 2023 @01:15PM (#34264021)
Tesla's poor fit and finish has become legendary, certainly not up to snuff compared to other automakers at their price point. They're not even up to snuff compared to automakers making cars costing half as much.

Another aspect of being an automaker for which Tesla is woefully behind on is service and repair. They've gotten away with it during their first few years because their sales were low and were to enthusiasts. Now things are going to be different because they're selling into the general market at a price point where the customers expectations have been set by the likes of Lexus, Audi, Mercedes, etc. They're going to have an interesting time should they get into an accident and need repairs. It's not uncommon for Tesla customers to have to wait weeks or even months for repairs.

While 1.3 million cars is a decent amount, it pales to Toyota's 8 million cars - which they've been doing now for decades. That's a lot of experience Tesla doesn't have under their belt.

Re:Investors conclude that Tesla is a carmaker, not a tech firm by hnburnsy on Thursday January 05, 2023 @01:58PM (#34264687)
Does it pale when compared to GM, which sold 70000 EVs in all of 2022?
Re:Investors conclude that Tesla is a carmaker, not a tech firm by taylodl on Thursday January 05, 2023 @02:37PM (#34265316)
Which do you think is more important to the question of service and reliability - the fact that GM sold 6.5 million cars, trucks, and SUVs last year, which was a down year for them, or that they only sold 70,000 EV's?

GM has been dealing with global supply chains for decades.

GM has been dealing with auto unions for decades.

GM has been dealing with service centers for decades.

Who do you think can more quickly adapt to whom? GM to Tesla, or Tesla to GM?