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A comment on Tesla's energy storage business gets sucked into the company's downward spiral. Parent comment

Re:Tesla's energy storage business gets sucked into the comp... by simondotau on Wednesday July 02, 2025 @10:16PM (#44450990)
Anyone investing in Tesla at its current stock price is not doing so because of the success (or otherwise) of its automotive business. It’s a long-term gamble on autonomy solutions. The company would be worth 10 times more if they pull it off, but I give it a 10% chance of succeeding
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Re:Tesla's energy storage business gets sucked into the comp... by 7e on Wednesday July 02, 2025 @11:07PM (#44451269)
Waymo is way ahead of them. I give them a 1% chance.
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Re:Tesla's energy storage business gets sucked into the comp... by simondotau on Thursday July 03, 2025 @07:06AM (#44453780)
It is true that Waymo are currently ahead. Waymo's fleet is presently 1,500 vehicles with future plans for an additional 2,000 vehicles.

Tesla's robotaxi solution uses a near-stock Model Y. Tesla has the manufacturing capacity to produce over 5,800 Model Y vehicles per day.

I give them a greater than 1% chance.

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Re:Tesla's energy storage business gets sucked into the comp... by SR2Z on Monday July 07, 2025 @04:57PM (#44494601)
Waymo doesn't need to produce a million cars. They need to dominate rideshare in the top 10 US cities, which gives them 90% of the ridehailing market. Then they license their technology into long-haul trucking, then eventually personal cars (with a subscription fee, obviously) to starve out their competitors.

Even 20k cars in one city is likely too many for them.

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