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TopicProof that the anti-Tesla news is made up by short sellers looking to profit
KILBOTz
07/13/18 1:30:18 PM
#24:


FLUFFYGERM posted...
s0nicfan posted...
FLUFFYGERM posted...
Basically, s0nicfan is either woefully uninformed or he's one of the short sellers literally spending time trying to influence CEman opinions.


I'm not one of those bitcoin hacks. I'm just not sniffing Tesla's farts and telling everyone it smells like cinnabons. And the post you quoted was in response to someone who literally said "how do you propose to build electric (or any) car without a damn battery" so don't give me shit for pointing out that you can make products without making every part yourself.


You literally argued something factually incorrect. Your argument was that Tesla is intentionally mass producing its own battery since it's really just a battery company, and that you bet it gets other parts from other companies. And you are implying that their decision to mass produce their own battery while sourcing everything else from elsewhere would somehow hurt their brand.

Not only are you factually incorrect about what Tesla actually mass produces in-house, but your argument is a weird non-sequitur even if you were right about your conspiracy theory.


I'm not sure I really get your position. Batteries are unique in their supply chain from what I can see, in that they are a product line in and of themselves whereas everything else is for the cars. Are they planning on selling their seats to other manufacturers?

I think that Tesla is set up to try to be able to produce a profit on its own. What is their target market share? Even if they prove to be a total technological disruptor about 20% of the market share is the cap. GM is current market leader with 17.9% to Tesla's .2%. Realistically if they get 5% of the market share 20-30 years from now I would be impressed.

Whereas their batteries they could get 80% market share for other electric car manufacturers if they keep improving and maybe 60% domestic solar share and have a high market share in other industries as well. End of the day this product line looks to have more long term growth potential.
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