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Bill Gurley talks about how much consumers love companies that sell dollars for 80 cents. E.g. Webvan had a great NPS (but I don't think they ever had high revenue). Maybe something else that's overfunded in the consumer space, where overfunding leads to negative margins?
True. But doesn’t seem like cars are underpriced...the compelling bear cases I’ve read aren’t about negative gross margin. More about inability to scale and huge cash burn.
The most compelling bear case is observing the shift in sentiment in Tesla enthusiast communities. Growing number are becoming skeptics/disappointed by delays, quality control (lack of) and empty promises from Elon
Sentiment continuing to shift is a better indicator of their "days being numbered", imo
I'm not expert but their burgeoning costs are capex, so might still be selling the "$1 for $0.80" but it wouldn't show in gross margin.
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