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Comment by BSOhealth | Hacker News Reader

Not unfair coverage. If your company is trading with a PE of 181 and your YoY sales have been decreasing at greater rates YoY (and we’re literally only talking about 400k cars, equals a >trillion valuation?), you deserve more scrutiny than many others, at least.

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Perhaps the bad karma of DOGE/Elon being responsible for 14million impending deaths

https://www.cnn.com/2025/07/01/politics/us-aid-elimination-s...

Anyone investing in Tesla at its current stock price is not doing so because of the success (or otherwise) of its automotive business. It’s a long-term gamble on autonomy solutions. The company would be worth 10 times more if they pull it off, but I give it a 10% chance of succeeding

Waymo is way ahead of them. I give them a 1% chance.

It is true that Waymo are currently ahead. Waymo's fleet is presently 1,500 vehicles with future plans for an additional 2,000 vehicles.

Tesla's robotaxi solution uses a near-stock Model Y. Tesla has the manufacturing capacity to produce over 5,800 Model Y vehicles per day.

I give them a greater than 1% chance.

Waymo doesn't need to produce a million cars. They need to dominate rideshare in the top 10 US cities, which gives them 90% of the ridehailing market. Then they license their technology into long-haul trucking, then eventually personal cars (with a subscription fee, obviously) to starve out their competitors.

Even 20k cars in one city is likely too many for them.

Thing is, rational people have been pointing this out for a decade (at least). The spiral has much less to do with fundamentals than politics. And now that Elon and Trump are back at it, Tesla has both sides of the aisle suddenly scrutinizing the company

For a decade? The politics has been a recent problem. For a decade though Tesla has had serious production problems that were dismissable under "but they're ahead".

Except it hasn't happened - they still have trouble with QA and building enough cars cheaply enough, and now the market has caught up with them.

And then into this mix, Musk decided to publicly side with the political aisle which hates his core customer base and his core product line.

And more importantly his core customer base hates his chosen politics.

> spiral has much less to do with fundamentals than politics

Tesla’s brand has become trash in a year. I have a neighbour who had PowerWalls installed a few years ago. He spray painted over the branding last year because it was embarrassing. (I live in Wyoming.)

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