Saturday 13 January 2024

An ignorant SCMP Editorial about Tesla and BYD

My comment at site:
1. Tesla sells fewer cars than BYD but has much higher margins. There's plenty of room for both Tesla and BYD (and others)
2. Buffet sold 60% of his BYD portfolio last year. 
3. Cybertruck by Tesla: now selling. It's groundbreaking.
4. Optimus: humanoid robot by Tesla: it's groundbreaking
5. Dojo: Tesla FSD software that can sell to others.
6. Tesla in 20 years will be a multi-product AI company. Not just an EV car company.
Silly to write it off.

ADDED:
By the way, I don't think Musk ever mocked BYD, as claimed by this editorial.

Because of Cybertruck there's a heap of YouTube videos on Tesla, its new products, its new manufacturing techniques and the multiple ways the Cybertruck is groundbreaking. I've called it the iPhone of cars. Others will need to copy or go broke.
The four key advantages of the Cybertruck: 
1. 48 volts 
2.  Ethernet replaces cables 
3. Steer-by-wire 
4. Rear wheel steering.

Go check out the vids. They’re virtually unanimous in praise.