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SloppyDrive | 12 days ago

They have a current production capacity in the high hundreds of thousands, a software solution that has a reasonable chance of competing in the self driving market, and a worldwide distribution platform.

So the optimistic valuation is based on: Global ride share killer + Large car manufacturer + power infrastructure + Robotics.

Somehow the valuation is as though TSLA will succeeded early enough to entrench itself; if robotaxi wide rollout happens in the next six months, i would be happy to say TSLA is worth more than its current valuation. If it cant then at best 30% of current valuation.

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dudefeliciano|12 days ago

> if robotaxi wide rollout happens in the next six months

No worries, in 6 months Elon will promise something else and we'll be asking the same question again

satiric|11 days ago

Roadster launch is supposed to be on April 1st... Hard to think of any response other than "once bitten, twice shy"