Comments by "M gronich" (@mgronich948) on "Tesla Stock Makes No Sense." video.

  1. A useful analysis. But you're missing a big issue, which is saturation. People use cars for transportation, the US and most of the developed world has and needs a huge number of cars because most of the time the cars are just sitting there parked. If every car is used 30,000 miles/yr, instead of 10,000 because they can be used for robo-taxies, the total # of cars needed is cut by 3X. Similarly the expansion of robo-taxies is limited by the total number of uber and regular taxies. Regular taxies are going bankrupt, and when Uber goes to robo-uber, the market can't expand any more. A total of 85million cars manufactured every year. If robo-drivers means the need is cut by 3X to ~30 milloin cars, then Tesla selling 20 million/year means they have 2/3 of the total worldwide car market. Unlikely.
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