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Old Today, 08:52 AM   #2226
arghx7
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Quote:
Originally Posted by dwf137 View Post
What sort of business model do you think Tesla is running?

Here's a list of all of the suppliers that Tesla purchases products from:
https://www.investopedia.com/ask/ans...-suppliers.asp

I'm not counting them all, but there's gotta be about 100.

Tesla conglomerates parts made by other companies, just like every other automobile manufacturer. As I read that article, the complicated computer system that they have in the car is not for driving the car, but for the autonomous control. Companies not seeking to create an autonomous car don't need to compete.
The broader point is about the advantages of vertical integration. The major car companies spun off most of their in house departments (Delphi, Visteon, etc) years and years ago because it was financially advantageous. Now it makes sense to be more vertically integrated. Well it's not so easy if half your technology comes from Bosch and most of your engineers are just project managers.

Clearly Tesla isn't going to make its own tires. There's always a supply chain. The actual new technology can't just be bought off the shelf and dropped into an existing platform or you end up with a Chevy Bolt, a mostly disappointing BEV thrown together with parts from LG.

Ever notice how the major OEM's are now chattering about how they can do over the air updates? Well of course they can. Remember though that their software release process and business model is not built around things like improving voice command capability to 7 year old cars like Tesla just did.
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Old Today, 08:57 AM   #2227
Sid03SVT
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Member#: 183032
Join Date: Jun 2008
Chapter/Region: NESIC
Location: CT
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2015 RWD Camry
Pull me over red

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Originally Posted by juanmedina View Post
With Tesla's is the other way we are waiting for antiquated ICE machines to move out of the way.

TSLA $860 today. I just love the haters . I wonder what happened to Nick
Time to update the graph...

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Old Today, 09:40 AM   #2228
Keshav
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Join Date: Jun 2000
Chapter/Region: NWIC
Location: Seattle, WA, USA
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my condo's new management company started putting locks on all the 110v outlets in the 4 garages we have. now the EV owners are ruining it for the rest of us.
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Old Today, 09:48 AM   #2229
godfather2112
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... 2017 BMW M2
2017 F-150

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Originally Posted by juanmedina View Post
100% correct but my simple buy and hold has in me in the 6 figures. I am ok with that . At least I didn't say that $520 was a good exit point.
I said it was a good time to take some profits. Thereís a difference.
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Old Today, 11:18 AM   #2230
Pre
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Originally Posted by arghx7 View Post
$55k is about right. dat Tesla Stretch. saving $200 a month on gas right now vs my old challenger.
And? I've been driving an EV and saving that per month for 6 years now newb.
Same goes for my house. Big whoop. You should still act with courtesy. If you are blocking a charger all day you're an ass hole.
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