I think it’s starting to become clear that the auto market i...
I think it’s starting to become clear that the auto market in ~5-10 years will resemble something akin to Apple vs Samsung in the smartphone market.
Tesla is Apple.
BYD is Samsung.
Then there’s everyone else. Question becomes, who licenses FSD from Tesla?
$Tesla(TSLA.US$ $BYD Company Limited(002594.SZ$ $Apple(AAPL.US$
Tesla is Apple.
BYD is Samsung.
Then there’s everyone else. Question becomes, who licenses FSD from Tesla?
$Tesla(TSLA.US$ $BYD Company Limited(002594.SZ$ $Apple(AAPL.US$
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TeslaSmurf : Yes, absolutely, but Samsung profits way more than BYD (in the comparison). BYD will be second but, as Elon said, you will need a binocular to see the second. It is a question of innovation in manufacturing, logistics and supply chain management (cost and profit): BYD basically has only the Chinese market, while Tesla is already producing in three continents.
RDK79 : Hoping for great Super Bowl commercials:)
TeslaSmurf RDK79:
Carla Lee TeslaSmurf:
Carla Lee RDK79: