Deleted User
2Yr
Comment was deleted
@ShovelStocks Especially since it feels like it's been repeated every year since 2017 that FSD and robotaxis are coming next year, I can't understand how anyone can believe Musk and his statements about plans for the future. Furthermore, I strongly doubt that the regulators will give Tesla a license to operate driverless cars, as Tesla's camera-only solution will often have negative consequences and they have so far refused to install LiDAR in their cars in any way. In this area, I have more faith in Waymo/Alphabet, as they have at least already shown that they can operate a safe robotaxi outside of tests.
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•Deleted User
2Yr
Comment was deleted
@ShovelStocks Even if FSD never works, Tesla as an EV manufacturer alone is already extremely cheaply valued, especially after the last selloff, of course NFA, everyone has to know for themselves how to invest, especially in the current market environment, but that's my opinion :)
Nikola let a vehicle roll down the hill and pretended to have a working prototype, at Musk 100,000+ testers can witness the progress of FSD every day. I think it's also clear to every customer that FSD is a complicated problem where it may be difficult to deliver a timeline, but if you ask Musk about it, he will of course say what his personal expectations are. Nikola, on the other hand, was about implementing existing technology and producing a vehicle. One is an over-optimistic assessment of a company that has already achieved a lot and has millions of vehicles on the road, including 100,000+ testers from FSD using the software, with never an incident where a person was harmed.
With Nikola it is deception and fraud.
Again for comparison: FSD software that is slightly slower to improve than expected but has 100,000+ users on the one hand, faking a working prototype to deceive investors on the other.
Of course you are free to think the FSD story is worse, but ask people who got the FSD option or Tesla investors and then Nikola investors what they think is worse, I think that will be a pretty clear number ;)
Nikola let a vehicle roll down the hill and pretended to have a working prototype, at Musk 100,000+ testers can witness the progress of FSD every day. I think it's also clear to every customer that FSD is a complicated problem where it may be difficult to deliver a timeline, but if you ask Musk about it, he will of course say what his personal expectations are. Nikola, on the other hand, was about implementing existing technology and producing a vehicle. One is an over-optimistic assessment of a company that has already achieved a lot and has millions of vehicles on the road, including 100,000+ testers from FSD using the software, with never an incident where a person was harmed.
With Nikola it is deception and fraud.
Again for comparison: FSD software that is slightly slower to improve than expected but has 100,000+ users on the one hand, faking a working prototype to deceive investors on the other.
Of course you are free to think the FSD story is worse, but ask people who got the FSD option or Tesla investors and then Nikola investors what they think is worse, I think that will be a pretty clear number ;)
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@ShovelStocks What is the name of the documentary on YouTube from the New York Times?
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Deleted User
2Yr
Comment was deleted
@ShovelStocks there are also thousands of accidents that happen with automatic distance control in Mercedes and the like, obviously the autopilot is an assistance system in which the driver currently has full responsibility to be attentive, because, for example, especially with the radar-based systems at that time, stationary objects are problematic because radar can detect objects with a high delta v very poorly. And with FSD there was never a serious accident. Investor money has also never really flowed because of the FSD stories, and I doubt that anyone who invested in Tesla in 2016 currently feels cheated. What about investors at Nikola? You can ask them. As I said, FSD is about a clearly over-optimistic timeline that was considered realistic at the time, just as Netflix and Paypal thought they could maintain strong growth in the long term 1-2 years ago. This is an honest assessment that turned out to be wrong. Nikola, however, was obviously maliciously deceived. The fact that FSD doesn't care about investors can also be seen from the fact that the share doesn't even twitch 1% when Elon says something about it, and it didn't do that before either, by the way, the big increases all came from the core business. You're acting as if the share price mooned after promises about FSD and has completely collapsed since then, but the opposite is the case.
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@ShovelStocks as far as the valuation is concerned, Tesla has a forward P/E ratio of around 70, with 50-80% growth, so cagr is around 1, which is quite normal, so the company is certainly not overvalued, it's just that growth is priced in, which is the case with growth companies.
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Deleted User
2Yr
Comment was deleted
@ShovelStocks please learn the difference between FSD and autopilot before you get involved in discussions... And the current valuation has arisen because Tesla makes 20k profit per vehicle with electric cars while VW and Co produce the things at a loss to compensate for their Co2 values for the fleet...
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@Lunnaris01 😂 bruh vw doesn't just consist of Volkswagen... they have the highest margin in the portfolio there is in the vehicle market
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