The EV transition is real

Discussion in 'Economics' started by VicBee, Apr 19, 2024.

  1. VicBee

    VicBee

    o_O.... Me? Been here 5 years now. I think I'd know.
     
    #41     Apr 22, 2024
  2. SunTrader

    SunTrader

    You know about every business in a city of 5 1/2 million people, riiight.

    5 years? Whatever happened to living in Spain?

    I have 2 cousins that worked, for oil exploration companies, and lived in Singapore for well over 10 years, but that was a while ago so not much they could enlighten me in this regard.
     
    #42     Apr 22, 2024
  3. VicBee

    VicBee

    I know about enough businesses that don't take credit cards but all take PayLah.

    Spain half time starting January 2026.
     
    #43     Apr 23, 2024
  4. ironchef

    ironchef

    One is a very economical custom exotic that you will drive into the ground? o_O
     
    #44     Apr 24, 2024
  5. ironchef

    ironchef

    Tesla dominates supercharging in the US, is like combining Standard Oil and GM in the early years if ICE. If you add the potential of using a Tesla as a home battery storage option for the home solar system, the potential is huge.

    It could become a monopoly.
     
    #45     Apr 24, 2024
  6. Yeah. FWIW it’s still the same car after all these years :D
     
    #46     Apr 24, 2024
    ironchef and SunTrader like this.
  7. VicBee

    VicBee

    While I'd like that as an investor, the reality is that every vertical that Tesla is in also has competition, like solar roofs, batteries, cars, trucks, even robots and AI. Only their FSD has a significant lead over anyone else and, because it's software, will reap tech level margins once they figure out how to monetize it. It's the sum of all that makes Tesla valuable.
     
    #47     Apr 24, 2024
  8. SunTrader

    SunTrader

    FASD is any day now for more than 10 years. Yada yada AI, they have millions of miles of data,etc. ........ any day. They were first mover on EV's and that is all. Put up or shut up Wall Street says.

    BTW whatever happened to the Roadster? That I would think would be a high-margin product unlike a $25k or especially sub-$25k econobox that dozens of other auto makers already produce, yes mostly ICE's (and a fair amount of hybrids, which anyone with half a brain would choose for a new vehicle currently) but how long would it take others to get their cheapie EV's to market?
     
    #48     Apr 25, 2024
  9. ironchef

    ironchef

    I understand.

    Like someone's 2008 Lambo. :D:D:D
     
    #49     Apr 27, 2024
    Slow Learning Elf likes this.
  10. Exactly. Though I’d venture that depreciation on my “custom exotic” is way lower :D
     
    #50     Apr 27, 2024
    ironchef likes this.