I have more time now.
Reading the tea leaves. Or at least putting an idea out there.
Over the course of the year, Americans collectively spent 70 billion hours behind the wheel- an eight percent increase since 2014. Each week, drivers travel more than 220 miles.Feb 27, 2019
Tesla’s goal is FSD. I am not sold. But as mentioned Musk is sold. Last I knew. He wants some of that 70 billion hours for FSD EV to sell computer hardware, software, shopping, social media access, Operating System, work apps, search features etc…and of course advertising. Tesla might have their own search portal. Tesla might offer their own movies and TV streaming service. Tesla is a software company already.
The more EV market share Tesla has the larger a tech firm it is.
Tesla has become an all-end points gatekeeper for internet access. The returns could be huge. If FSD happens. That does not need to be completely accident-free. To be determined yet.
It is pie in the sky. It looks like Musk’s goal.
On the flip side if he does run the price of an EV below cost the Chinese manufacturers will do it. That is another side of Musk he is not naive about competition.
His political dancing turns a lot of people off. My sister already owns a Tesla. She hates him. She won’t buy another Tesla until she buys another Tesla. Henry Ford wanted to support Hitler. We have owned Fords.
Meanwhile, Musk is more in with the crowd who successfully boycotted Bud Light. The guys with pickup trucks who want a Tesla and some shares in the company. The same guys who say there is no climate change. Musk’s dance is smart.
Just a note for the guys who like Goofy railing. This is obvious stuff. Will Musk pull it off? I am a doubter. I did not mean to state it as factual right now. It is pie-in-the-sky stuff. Who better than Musk to make it happen?
You have a simple choice, Telsa succeeds or China gets this market.