Robert Roth
Oct 18, 2024

Musk and Trump is a major loss for Tesla shares. Trump wins Tesla loses (every thing Trump touches is ruined). Harris wins Tesla loses. Ok so much for Politics. The management and work environment without a core belief in the mission (continuously build a better product) is a big deal. FSD will not be widely popular as many folks drive for therapy, for pleasure.
Ok win all of Uber etc. but lose the cat bird seat in heavy trucks and light vehicles.
I like Tesla’s product a lot. Have purchased 3 of them. But battery tech will drive the next step in EV sales and it appears to me Tesla is not dominating progress in battery density, cost etc.

Sad. Icarus flew too close to the sun.

Robert Roth
Robert Roth

Written by Robert Roth

Retired Intel Electrical Engineer, 70's US Navy Officer Nuclear Power Program, Graduate studies in Business UC Berkeley, BSEE U of Fla.

No responses yet