Very interested to see how all this plays out. The success or failure of the Model 3 could decide whether Tesla is the next Ford or the next Delorean.
On the contrary. They're well along that path.
Not sure what solar has to do with cars.
And charging stations? Do you think that's profitable secret sauce?
SolarCity was/is $4B in debt at the time of the acquisition. If Tesla's car division fails, solar panels is not the cash cow the company is going to fall back on.
"whether Tesla is the next Ford or the next Delorean" Tesla is neither of these because it is more than a car company. It is vertical integration that incumbents can't match at this point.
? Yes, of course. You must not own an electric car.
You may have responded to me instead of someone else. I own a Leaf, I didn't say "whether Tesla is the next Ford or the next Delorean". I work at an organisation that supplies both Tesla & Ford with the toolchains in which they do all their control design. (And Nvidia for that matter). I'm intimately familiar with what these companies are doing today and are capable off. It's amazing to see what they are producing.
"And charging stations? Do you think that's profitable secret sauce?"
Would you drive your Leaf from LA to Phoenix in a day? Guessing not. With the superchargers it's one more piece of the TSLA ecosystem.
Re: Ford and Delorean, this is not the hill I want to die on. But what I mean is that the batteries, charging stations, etc, all live or die with the cars. If they can successfully create a mass market for consumer EVs, sky's the limit. If not, you can see a future where Detroit eats their lunch and the Model S is a footnote.