TSLA
🚗 Tesla is viewed primarily as an automotive company, not a tech company, with most revenue coming from vehicle sales, despite future tech promises.
⚔️ Intense competition from Chinese automakers like BYD, which boasts superior charging tech, higher sales volume, and better pricing, is eroding Tesla’s market share.
🍎 Tesla’s strategy of positioning itself like Apple in the highly competitive, price-sensitive, and cyclical automotive market is seen as very challenging and potentially flawed.
@InvertirdesdeCero:
“Sandra asks, “What do you think of Tesla, BYD, and its superchargers?” Well, the truth is that many people still see Tesla as a technology company, but in my opinion, today, although it’s true that it has several interesting proposals for the future, the vast majority of its income comes and continues to come from the automotive part, not from software, nor robots, nor AI, simply from vehicle sales. And I can at least speak about what I know because I don’t know, well, if that will really end up filtering into the company’s fundamentals. It’s that Chinese cars, like BYD for example, are eating its lunch. A month ago, we learned they had achieved technology to charge their electric cars in 5 minutes, putting Tesla and European brands in check. In sales volume, they have already surpassed them. Eh, BYD has a much more efficient, vertically integrated production chain and a much more accessible price range for the average consumer. In my opinion, Tesla is trying to play at being Apple, but in a much more competitive market with price wars and cyclicality, like the automotive industry. It’s something very complicated. And in the end, you have to understand that for the consumer who really wants to opt for an electric vehicle, what interests them—and, and, and in the end, all these vehicles are very homogeneous—is autonomy, price, and little else. That they put a super screen there, that they are all the same, and, and end of the game. So, in the end, we are competing in almost commodities. I mean, it’s, eh, it’s the same. It’s, it’s that it doesn’t have much difference. And I think the Chinese have an enormous advantage. Let’s also see what happens with the tariff war and, and what the result is, but, but clearly, eh, I think BYD is surprising, and the Chinese are doing damage, and not only to Tesla but also to all European automotive companies that were electrifying.”
Watch the exact part of the video where @InvertirdesdeCero talks about Tesla, Inc. here:
Watch the video on YouTube
Read more articles analyzing Tesla, Inc. (TSLA) at the following link. TSLA stock.
