<story><title>Investors conclude that Tesla is a carmaker, not a tech firm</title><url>https://www.economist.com/business/2023/01/04/investors-conclude-that-tesla-is-a-carmaker-not-a-tech-firm</url></story><parent_chain><item><author>msoad</author><text>I have a Tesla and I also hold a short position on TSLA. My Tesla is a great car. The best car that I&amp;#x27;ve ever driven but I&amp;#x27;m not sure if it has anything that other car manufacturers can&amp;#x27;t replicate. I think Apple can make an even better car than Tesla if they build the hardware and software like their phones and computers.&lt;p&gt;The idea that Autopilot has some magic sauce that nobody else can replicate is laughable.</text></item></parent_chain><comment><author>wazoox</author><text>Actually after having tested a couple of other cars, for instance the Renault Megane, the BMW i4 and the Mercedes EQE have better enhanced drive assistance than Tesla. For instance:&lt;p&gt;* when in full-auto on a single lane road, when there&amp;#x27;s an exit on the right the Tesla 3 almost always slightly swerve towards the exit before coming back in its lane. None of the Megane, the EQE or the BMW i4 do that.&lt;p&gt;* To overtake a slower vehicle, the Megane and i4 are better : simply push the left blinker, then the car switch lanes and accelerates BEFORE having entirely switched lane, like a human driver would do.&lt;p&gt;* The mapping and charge planning on the BMW and particularly the EQE&amp;#x2F;EQS are arguably slightly superior now to Tesla (though Tesla is still a bit easier). Renault is very close, and Kia&amp;#x2F;Hyundai isn&amp;#x27;t far behind either.</text></comment>
<story><title>Investors conclude that Tesla is a carmaker, not a tech firm</title><url>https://www.economist.com/business/2023/01/04/investors-conclude-that-tesla-is-a-carmaker-not-a-tech-firm</url></story><parent_chain><item><author>msoad</author><text>I have a Tesla and I also hold a short position on TSLA. My Tesla is a great car. The best car that I&amp;#x27;ve ever driven but I&amp;#x27;m not sure if it has anything that other car manufacturers can&amp;#x27;t replicate. I think Apple can make an even better car than Tesla if they build the hardware and software like their phones and computers.&lt;p&gt;The idea that Autopilot has some magic sauce that nobody else can replicate is laughable.</text></item></parent_chain><comment><author>Octoth0rpe</author><text>&amp;gt; I have a Tesla and I also hold a short position on TSLA. My Tesla is a great car.&lt;p&gt;This shouldn&amp;#x27;t have to be a position that requires any kind of defense or explanation. There&amp;#x27;s nothing contradictory about believing that:&lt;p&gt;1) A company makes a great product
2) The quality of that product and its total addressable market justifies the company&amp;#x27;s value at $X
3) The market cap of that company is far, far higher than $X</text></comment>