Tesla most valuable automaker in the world

Tesla most valuable automaker in the world

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RDMcG

Original Poster:

19,096 posts

206 months

Wednesday 1st July 2020
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https://www.bloomberg.com/news/articles/2020-07-01...


4% of Toyota's sales...but the market bets on the future of course.............

TwigtheWonderkid

43,248 posts

149 months

Wednesday 1st July 2020
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Just imagine how valuable they might become if they ever turn a profit.

DeWar

906 posts

45 months

Wednesday 1st July 2020
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Genuine question: is there anything Tesla do that BMW, Porsche, Merc etc can’t do? Do they possess patented IP that gives them an advantage over the competition? I ask because though I have zero interest in EV’s, assuming the ICE is not saved by some environmentally friendly alternative to hydrocarbon based fuel, when the time comes and I have to buy an EV, I plan on buying one from an established car maker, not the company that appears unable/unwilling to make a car with a nice interior and panels that fit together flush. I assume lots of people feel the same way.

grudas

1,304 posts

167 months

Wednesday 1st July 2020
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DeWar said:
Genuine question: is there anything Tesla do that BMW, Porsche, Merc etc can’t do? Do they possess patented IP that gives them an advantage over the competition? I ask because though I have zero interest in EV’s, assuming the ICE is not saved by some environmentally friendly alternative to hydrocarbon based fuel, when the time comes and I have to buy an EV, I plan on buying one from an established car maker, not the company that appears unable/unwilling to make a car with a nice interior and panels that fit together flush. I assume lots of people feel the same way.
Tesla is apple of car world, they're trendy and also decent at what they do

LimaDelta

6,511 posts

217 months

Wednesday 1st July 2020
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DeWar said:
Genuine question: is there anything Tesla do that BMW, Porsche, Merc etc can’t do? Do they possess patented IP that gives them an advantage over the competition? I ask because though I have zero interest in EV’s, assuming the ICE is not saved by some environmentally friendly alternative to hydrocarbon based fuel, when the time comes and I have to buy an EV, I plan on buying one from an established car maker, not the company that appears unable/unwilling to make a car with a nice interior and panels that fit together flush. I assume lots of people feel the same way.
They have a visionary leader, rather than an anonymous board of grey, boring, 'small-c conservative' directors. That makes them an interesting company to watch and one I would much rather see succeed over the established legacy brands. BMW looked really promising with the i3 and i8, but then reverted back to type with the i4. zzzzzzzz. Look at the eGolf FFS, zzzzzzz. Tesla make the Cybertruck!

RDMcG

Original Poster:

19,096 posts

206 months

Wednesday 1st July 2020
quotequote all
I think what they did early was to realize that the recharging infrastructure was as important as the car itself and they built it out simultaneously with the car.

Secondly they used the applications differently with overnight upgrades when the rest of the manufacturers were using the dealers to do upgrades.

I have driven several of them and they are not my cup of teas , but they have shaken up the automotive world.

AnotherClarkey

3,589 posts

188 months

Wednesday 1st July 2020
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DeWar said:
Genuine question: is there anything Tesla do that BMW, Porsche, Merc etc can’t do? Do they possess patented IP that gives them an advantage over the competition? I ask because though I have zero interest in EV’s, assuming the ICE is not saved by some environmentally friendly alternative to hydrocarbon based fuel, when the time comes and I have to buy an EV, I plan on buying one from an established car maker, not the company that appears unable/unwilling to make a car with a nice interior and panels that fit together flush. I assume lots of people feel the same way.
Well there is one thing they haven't done - sort out a decent charging network. They think of themselves solely as car manufacturers and believe it is someone else's problem to sort out the infrastructure. If I had a Tesla I could leave right now (pandemic permitting) to visit the in-laws in Italy knowing that that there were enough superchargers to allow a choice of routes, that they would work, that they would certainly be compatible with my car and that the billing would be seamless. I couldn't do that in a Taycan or any other electric car no matter how well the panels fitted.

kingofdbrits

622 posts

192 months

Wednesday 1st July 2020
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DeWar said:
Genuine question: is there anything Tesla do that BMW, Porsche, Merc etc can’t do? Do they possess patented IP that gives them an advantage over the competition? I ask because though I have zero interest in EV’s, assuming the ICE is not saved by some environmentally friendly alternative to hydrocarbon based fuel, when the time comes and I have to buy an EV, I plan on buying one from an established car maker, not the company that appears unable/unwilling to make a car with a nice interior and panels that fit together flush. I assume lots of people feel the same way.
It's their battery tech & factory where the value is, in the long term the Tesla car will disappear but they're betting on all manufacturers having electric cars, most people owning them and then Sheik Musk will lead the battery supply & manufacture across most, if not all car brands. Same for his plans to store enough power with batteries for large scale developments and perhaps even for part of the national grid.


DeWar

906 posts

45 months

Wednesday 1st July 2020
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Thanks for all the informative replies.

kingofdbrits said:
It's their battery tech & factory where the value is, in the long term the Tesla car will disappear but they're betting on all manufacturers having electric cars, most people owning them and then Sheik Musk will lead the battery supply & manufacture across most, if not all car brands. Same for his plans to store enough power with batteries for large scale developments and perhaps even for part of the national grid.
I guess this is the key point and illustrates that comparing Tesla’s value with Toyota or any other car company is misleading: Tesla is a tech company that happens to make cars.

DoctorX

7,240 posts

166 months

Wednesday 1st July 2020
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I think Tesla’s are largely unattractive, look shoddily built and have awful interiors. However, if I had to have an electric car it’s the one I’d get because of, as previously mentioned, the infrastructure.

Walter Sobchak

5,723 posts

223 months

Wednesday 1st July 2020
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Their interiors are perhaps a little bland and minimalist for their price bracket but they’re not terrible at all.
I’ve driven a couple and really like them, the big iPad style screen with all the controls and integration is simple and intuitive, they’re comfortable,quiet and very quick plus have a decent charging network and better range than most other EVs.

Gareth79

7,628 posts

245 months

Wednesday 1st July 2020
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grudas said:
DeWar said:
Genuine question: is there anything Tesla do that BMW, Porsche, Merc etc can’t do? Do they possess patented IP that gives them an advantage over the competition? I ask because though I have zero interest in EV’s, assuming the ICE is not saved by some environmentally friendly alternative to hydrocarbon based fuel, when the time comes and I have to buy an EV, I plan on buying one from an established car maker, not the company that appears unable/unwilling to make a car with a nice interior and panels that fit together flush. I assume lots of people feel the same way.
Tesla is apple of car world, they're trendy and also decent at what they do
Indeed - the original question could be "Is there anythnig Apple do [with smartphones] which Microsoft, Nokia, Palm and BlackBerry can't do?"

edit: The immense decline of some of those brands does obviously say something too though...



Edited by Gareth79 on Wednesday 1st July 22:40

FourWheelDrift

88,382 posts

283 months

Wednesday 1st July 2020
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grudas said:
Tesla is apple of car world
Yep, underneath the surface they are both very poorly made.

anonymous-user

53 months

Wednesday 1st July 2020
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grudas said:
DeWar said:
Genuine question: is there anything Tesla do that BMW, Porsche, Merc etc can’t do? Do they possess patented IP that gives them an advantage over the competition? I ask because though I have zero interest in EV’s, assuming the ICE is not saved by some environmentally friendly alternative to hydrocarbon based fuel, when the time comes and I have to buy an EV, I plan on buying one from an established car maker, not the company that appears unable/unwilling to make a car with a nice interior and panels that fit together flush. I assume lots of people feel the same way.
Tesla is apple of car world, they're trendy and also decent at what they do
Both my nephews have never shown an interest in cars at all. Never. To put into perspective, their dad has an Aston V8 Vantage which they've never been in. They didn't even take notice on the day it was delivered- I was there as even I was excited. They use the bus. One thought the neighbours Golf was a Vauxhall and didn't know what an Alfa Romeo was (do they not teach this in schools?).

When new people moved in up the road, one piped up "they're the one with the Tesla Model S"

I think that tells you everything you need to know.

J4CKO

41,287 posts

199 months

Wednesday 1st July 2020
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FourWheelDrift said:
grudas said:
Tesla is apple of car world
Yep, underneath the surface they are both very poorly made.
Say what you want about Apple stuff but it isnt "very poorly made", I changed over a few years back and am coming to three years on my second Iphone, its been absolutely rock solid, as was its predecessor. On my second Ipad which I got in 2015, till works perfectly, and have had an Apple watch for a year which has been perfect as well.

Family has had loads of Apple stuff, only issues have been damage through not using a case.

Am no fanboy, but credit where it is due, same to Tesla. Was out on my bike earlier and saw loads of them, someone is obviously buying them, been in a couple and they are impressive, maybe not up there with some of the top players interior wise but they have only been around 17 years, not 100 odd.




gregs656

10,818 posts

180 months

Wednesday 1st July 2020
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FourWheelDrift said:
Yep, underneath the surface they are both very poorly made.
I don’t think that is true of Apple and it’s definitely not true of the Y.

The Munro tear down was interesting in a nerdy way, and the car was well built with some very clever packaging - nothing about the octovalve for example is poorly made.

Their valuation I don’t understand. It was $360ish in the middle of March. A lot of people have made a fortune no doubt.

ReaperCushions

5,951 posts

183 months

Thursday 2nd July 2020
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I am so so on the cars, but I really like and enjoy their disruption. I love that the brand and the company annoy people as well. Much like a few bitter folks on this thread already.

None of the cars have been inspiring enough for me to buy so far... however I do have a deposit on a Cybertruck.

RB Will

9,662 posts

239 months

Thursday 2nd July 2020
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I just wish they made a proper estate, I’d be very interested in that.
A friend got a Model S last year and is absolutely in love with it. From his social media postings it does seem to do some very clever things and the child in me approves of things like the emissions test mode that does fart sounds hehe
He travels all over without bother, managed a work trip up to the highlands with no range anxiety.
Can’t remember exactly what it was but it has had 1 mechanical fault though to be fair he bought it used, it’s 5 years old now and done plenty of miles.

RobDickinson

31,343 posts

253 months

Thursday 2nd July 2020
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TwigtheWonderkid said:
Just imagine how valuable they might become if they ever turn a profit.
Imagine if you were not so out of touch and out of date?

RobDickinson

31,343 posts

253 months

Thursday 2nd July 2020
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gregs656 said:
FourWheelDrift said:
Yep, underneath the surface they are both very poorly made.
I don’t think that is true of Apple and it’s definitely not true of the Y.
Tesla are learning how to make cars faster than established auto are learning how to make EV's

They are doing it in an efficient and rapid way, unlike established auto.

They have 20% of the global EV market. VW at their peak had 11% of the car market.

Tesla is also going for solar, energy storage, haulage, battery manufacturing etc. They are both market and thought leaders in industry that will be the future.

At a time when most car makers are saddled with massive debt and manufacturing that is just out of date and irrelevant.