If you look at their past acquisitions, it's mostly been companies that had some technical expertise they wanted to go more vertical.

Date Announced Company Business Value (USD) References
May 8, 2015 Yes Riviera Tool LLC Stamping die systems used to form sheet metal parts Unknown [91]
Nov 8, 2016 Yes Grohmann Engineering Engineering automation systems 135 million [92]
Nov 21, 2016 Yes SolarCity Provides solar energy services 2,600 million [93]
Nov 7, 2017 Yes Perbix Designs automated manufacturing equipment 10.5 million
(All-stock) [94]
Dec 1, 2017 No Compass Automation Designs, develops and integrates custom automation systems that help optimize production. [1] Unknown [95]
May 16, 2019 Yes Maxwell Technologies Manufactures and markets energy storage and power delivery solutions for automobiles 218 million
(All-stock) [96]
Oct 1, 2019 Yes DeepScale Develops perceptual system technologies for automated vehicles Unknown [97]
Oct 2, 2019 No Hibar Systems Advanced automation solutions for small cell batteries through a mechanized pump injection system Unknown [98]
Feb 1, 2020 No SilLion Inc. Specializes in anodes and electrodes for cylindrical batteries Unknown [99][100]
Sep 25, 2020 No German ATW Automation Assembling battery modules and packs for the auto industry Unknown [101]

Solarcity might be the outlier and can be debated, but we have beaten that dead horse so many times.

My guess is that they will buy a mining company, a ship builder or an airplane maker. Ford I see very little value in and Ford comes with massive technical debt and pension obligations.

i'd probably just burn the money and atleast enjoy the view

how much, in your view, would they need to pay and how do they get that money?

Stock swap

Ford trucks still have name recognition. TSLA could leverage its name and become the de facto pickup leader as they have not entered that market, yet.

ok, so every shareholder gets diluted by ~10%.

ford trades at like half of revenue, tesla trades around 10 times revenue. what's your guess for the combined company?

i don't see many synergies or any reason to do this, but if i were a ford shareholder and tesla offered me like the average takeover premium (20-30%) for my shares, i'd probably be the happiest guy on the planet for a few days.

But the Cyber Truck!

i wouldn't hold my breath for that one.

few days ago there was this leak of internal tesla documents in a (i think german?) newspaper, which said that in early 2022 they still had absolutely no idea how to make a functioning car out of that prototype thing. original launch was supposed to be 2021 btw.

at that shareholder meeting few weeks ago musk already said the cybertruck is not that important to the company (anymore). when they announced it to pump the shares in late 2019 the stockprice had gone nowhere for years, so in a sense that car has already done it's job.

btw. if people actually believe in those wild tesla bull cases, there's no way they come true without the US electric grid basically getting rebuilt.

the companies in that industry are about ~5-10x cheaper on most multiples than tesla, so in my view much better way to make that bet.

I think putting half my net worth into any one thing is not a good idea, but considering were now months away from a halving? BTC please

True.

Putting 100 percent of your net worth into your best idea is better.

If you open a furniture store in town, you don't open up a pizza shop, an accounting firm, a book store and a car dealer along with it.

Yeah, it's true, cybertruck is not that important. They will make 200-500k/year, a lot less than Model Y, 3 and the 25k model. It will bring some halo for the rest of their lineup. Mainly I think Elon is doing it because he wants it himself and to prove a point that ICE trucks are dumb. It will not be a major part of Tesla's 20M vehicles 2030 goal.

Are you trying to sound bullish? Here is the math for what it would take:
https://www.tesla.com/ns_videos/Tesl...lan-Part-3.pdf

It's gonna take a lot of Megapacks to rebuild the US electrical grid and I would not be surprised if Tesla decides to go into hydrogen storage also. A bit ironic, but the linear programming says that hydrogen makes sense for (slow) storage unlike for cars.

not on tesla.
i'm talking about the companies who actually plan and build electric infrastructure, cables and such, not companies who resell batteries they buy from china.

US EV sales:
Jan.-April 2023 Jan.-April 2022
1. Tesla Model Y 127,541 64,131
2. Tesla Model 3 72,259 56,484
3. Chevrolet Bolt EUV 16,036 1,191
4. Volkswagen ID4 11,858 3,527
5. Chevrolet Bolt EV 8,653 454
6. Tesla Model X 8,216 7,141
7. Ford Mustang Mach-E 7,972 10,625
8. Hyundai Ioniq 5 7,957 8,589
9. Ford F-150 Lightning 7,085 100
10. BMW i4 6,560 250

Chevrolet and Ford growing a lot faster than Tesla...

If Chevy continues growing at the rate it did they will sell more EVs than Tesla by next Q1 so yeah unironically they are growing much faster than Tesla

That growth rate likely isn’t sustainable but doesn’t really change the point

Chevy Bolt production
In 2022, a total of 38,120 Chevrolet Bolt EV/EUV were delivered to customers in the US. That's a 53.5-percent increase year-over-year and a 2.5 percent share of the total volume.
In other words, the Chevrolet Bolt EV/EUV had its best sales year ever -

To spur interest and make the Bolt more affordable, GM cut the starting prices by as much as $6,300 for the 2022 model year. The Bolt EV would start at $26,595, followed by the Bolt EUV at $28,195.

“Bolt is selling better than it ever has since the company dropped the price. On the other hand, that probably also means that they’re losing more money than they ever have on that car,” said Sam Abuelsamid, a principal analyst at Guidehouse Insights. “So, they don’t want to keep it going longer. They’re losing money on it.”

instead of leaning further into the vehicle’s recent success and increased production, GM CEO Mary Barra on Tuesday said the automaker would end production later this year of the vehicle she once hailed as a “real game-changer” for the industry and an “EV for everyone.”
FYI in this quote, Tuesday was April 25, 2023.

The Bolt will leave behind a mixed reputation. It was the first “affordable,” long-range EV to market, but it never achieved its stated potential.
The Bolt brand name also was damaged after the company in 2020 and 2021 recalled all of the vehicles ever produced due to fire concerns resulting from defects with supplier-manufacturer batteries. At least 13 Bolts spontaneously caught fire as a result of the issue.

Yeah they are transitioning from bargain basement EVs to high margin pick up EVs. Maybe the Cybertruck will be in full swing start of 2020, i mean 2021, I mean 2022, I mean 2023, I mean 2024 to offer some rigid looking competition

This criticism of EM is well deserved.
I purchased more Tesla last week at 270 and this week at 260.

Q2 deliveries are out. Pretty impressive stuff. They delivered 466,140 vehicles in Q2 beating expectations of 448K.

https://www.cnbc.com/amp/2023/07/02/...n-numbers.html

I personally don't get the appeal of the cybertruck design. Just reminds me of a 1980's dystopian sc-fi movie armoured car. But I wouldn't bet against Elon's marketing acumen. If it actually does get produced in any scale.

Their cars are beautiful when you see them on the road.

Does an educated person here know what the real story is behind autonomous vehicles.

Cathy Wood, Ark and Elon tout Tesla's future autonomous ability and tell us about the future potential of Robotaxis and that it will be a winner takes most market.

But, others say Waymo is way way out in the lead and it's not even close.

The design is mostly a constraint of deciding to go with 4mm stainless steel. We cannot shape that into other shapes, it would shape the mould. The appeal is that it will be a car that will scratch the key if someone tries to key it, it can take a small bullet, it can hit branches with worrying about scratches and make people feel safe and it will cost a lot less to produce not needing paint etc. It might look a bit weird but its value proposition will be unrivalled in its category.

Nice numbers today. +86% production YoY is decent. Still these are some of the worst quarters for Tesla, weak macro, refresh highland, before new model is introduced etc. I expect slow growth until Giga Mexico is online.

Elon perpetually promises that he is one year away from solving FSD (or teslabots, or functional chips in brains, or landing on the moon). He consistently fails to deliver but no one cares. And why should they?

Once FSD is solved it will transform Tesla from a car company to the way of the future, which justifies its 80x P/E vs. the rest of the auto industry in the 5-10x range. No way other companies solve FSD sooner, nor is it possible for other auto companies to implement FSD in their vehicles roughly contemporaneously. TSLA has a guaranteed future moat that will make money (and/or dogecoin) rain from the sky forever. You're welcome.

My highly uneducated response would be more in favor of Wymos, Zoox and Cruises approach to autonomy, but what do I know.

The Cybertruck is hideous, but I wouldn't bet on it not being successful.

Logically, autonomous vehicles only seem practical as something like a robotaxi around New York.