I like how Tesla bears think automakers will all of a sudden start making great cars as if they haven't been trying that for the last 40 years.
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From a Tesla bear, it’s not the quality of the car - it’s the economics of the manufacturing that they’ve spent 40yrs getting a head start on. 200 units built by hand this month?
I just find it hard to believe that they will go out of business because they can't satisfy overwhelming demand.
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Execution is always the hardest part. To get to true mass production, they’ve gotta fix their supply chain issues. If they can start pumping out a few thousand cars/month, the bears will go away.
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I’m not sure the bears will go away for a long, long time. Reminiscent of Amazon.
End of conversation
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