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0 pointsdelichon3mo ago0 comments

E.g. Tesla:

  * built a lithium refinery
  * produces its own battery cells
  * makes its own motors and drivetrains
  * makes its own car seats
  * owns and operates a fast-charging network
  * sells direct, bypassing dealerships
  * offers insurance integrated with vehicle data
  * develops its own autopilot AI

0 comments

mig393mo ago

At this point, isn't Tesla another example of Chinese companies taking a product and making a better, cheaper version?

A lot of Chinese EVs are much better and cheaper than the Cybertruck.

imp0cat3mo ago

To be fair, a lot of Tesla's own models are better and cheaper than the Cybertruck.

sivanmz3mo ago

Also relied on government subsidies until recently.

fffernan3mo ago

Seems like a pretty good investment. Leading EV company and 1tn +. Lots of white collar jobs.

femiagbabiaka3mo ago

Great point, and to drive it home -- TSLA is the only competitive non-Chinese company in the EV space. You could make the argument that it's one of very few successful U.S. manufacturing company winning on purely technical/capitalist terms, considering the whole U.S.-Taiwan stranglehold on chip mfg

ang_cire3mo ago

> You could make the argument that it's one of very few successful U.S. manufacturing company winning on purely technical/capitalist terms

Except it's not winning on that at all. It's "winning" because Chinese EV brands are barred from selling in the US. You can't buy an Avatr if you want. It's in fact protectionist regulations that allowed Tesla to retain EV dominance in the US, in the face of Chinese competition.

femiagbabiaka3mo ago

Tesla was very popular in the Chinese market and globally, including in markets where Chinese EVs aren't banned, until literally this year, which I'd argue is due in part to the trade war.

j / k navigate · click thread line to collapse

0 pointsdelichon3mo ago0 comments

E.g. Tesla:

  * built a lithium refinery
  * produces its own battery cells
  * makes its own motors and drivetrains
  * makes its own car seats
  * owns and operates a fast-charging network
  * sells direct, bypassing dealerships
  * offers insurance integrated with vehicle data
  * develops its own autopilot AI

0 comments

mig393mo ago

At this point, isn't Tesla another example of Chinese companies taking a product and making a better, cheaper version?

A lot of Chinese EVs are much better and cheaper than the Cybertruck.

imp0cat3mo ago

To be fair, a lot of Tesla's own models are better and cheaper than the Cybertruck.

sivanmz3mo ago

Also relied on government subsidies until recently.

fffernan3mo ago

Seems like a pretty good investment. Leading EV company and 1tn +. Lots of white collar jobs.

femiagbabiaka3mo ago

ang_cire3mo ago

> You could make the argument that it's one of very few successful U.S. manufacturing company winning on purely technical/capitalist terms

femiagbabiaka3mo ago

Tesla was very popular in the Chinese market and globally, including in markets where Chinese EVs aren't banned, until literally this year, which I'd argue is due in part to the trade war.

j / k navigate · click thread line to collapse