🤔 Thought exercise: Why does the market say Tesla ($1.1…
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🤔 Thought exercise: Why does the market say Tesla ($1.1 trillion) is worth 20x Ford Motors ($55 billion)? I came up with a list of reasons and used AI to ask what some things are worth...
🔵 Ford doesn't own any of it's dealerships, Tesla owns all of it's dealerships. It would cost $70 billion to buy every Ford dealership in the US.
🔵 Ford doesn't own gas stations, Tesla owns its own fueling network. It would cost $50 billion to buy every Shell gas station in the US.
🔵 Ford spends about $3 billion per year on advertising. Tesla spends about $0.
🔵 Ford has 169,000 employees, many of whom are unionized (10% higher cost) and pensioned ($600 million annual expense). Tesla has 132,000 employees who aren't.
🔵 Ford has a profit margin of -4%. Tesla has a profit margin of +4%.
🔵 Ford depends heavily on suppliers. Tesla builds its own critical components.
🔵 Tesla Solar is a power utility for hundreds of thousands of homes.
🔵 Tesla Self Driving is best in class and could be licensed.
🔵 Uber has a market cap of $169 billion. Tesla CyberCabs could take half that market.
🔵 Tesla is preparing to build hundreds of millions of humanoid robots.
🔵 Tesla will likely merge with SpaceX at a premium.
🔵 Ford doesn't own any of it's dealerships, Tesla owns all of it's dealerships. It would cost $70 billion to buy every Ford dealership in the US.
🔵 Ford doesn't own gas stations, Tesla owns its own fueling network. It would cost $50 billion to buy every Shell gas station in the US.
🔵 Ford spends about $3 billion per year on advertising. Tesla spends about $0.
🔵 Ford has 169,000 employees, many of whom are unionized (10% higher cost) and pensioned ($600 million annual expense). Tesla has 132,000 employees who aren't.
🔵 Ford has a profit margin of -4%. Tesla has a profit margin of +4%.
🔵 Ford depends heavily on suppliers. Tesla builds its own critical components.
🔵 Tesla Solar is a power utility for hundreds of thousands of homes.
🔵 Tesla Self Driving is best in class and could be licensed.
🔵 Uber has a market cap of $169 billion. Tesla CyberCabs could take half that market.
🔵 Tesla is preparing to build hundreds of millions of humanoid robots.
🔵 Tesla will likely merge with SpaceX at a premium.
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| 1,129,000 mlx | |
| 65 | |
| 15 |
comments
Because Big Business is Evil and the Bigger the Business the Eviler the impact. Didn't you learn anything in school?
Say something about MLX as well, and say something about the exchange too. Talk about that as well. It’s your coin and your exchange, so how long is the rate going to keep dumping like this? Is there any benefit to holding MLX, or will it only keep causing losses? At least say something about this.