I know this was wit, but Tesla has and always will be an energy company.
The cars have obviously done well for them, but their solar and charging are the real innovations. I’ve been waiting for the day there’s pressure to split the car business away from Tesla
I'd expect a commodity like charging to be a very tough sell in the stock market. Turns out charging is actually not easy, and having boots on the ground in lots of places where people actually want to charge makes a formidable moat (booths on the ground, if we stretch the term just a tiny bit). But I don't buy into any claims that this was a planned outcome from the start. It's not failure when you do something well and stumble into something better while doing the thing you set out for. Not everything is Bezos launching "anything that has a GTIN and fits in a box" with the subset where the number happens to be ISBN.
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I know this was wit, but Tesla has and always will be an energy company.
The cars have obviously done well for them, but their solar and charging are the real innovations. I’ve been waiting for the day there’s pressure to split the car business away from Tesla
Selling Tesla as an energy company is why the stock price is so much higher than any other car manufacturer.
Didn’t they just cut their supercharger team though?
They were subsequently rehired. Or most of them were anyway. You know, sensible business decisions, forward planned, so on and so forth.
Seems about as planned as the cyber truck.
Musk has this ability to put the right people in the right places so that when he’s not around things run well.
It’s when he starts getting involved that weird stuff happens.
I'd expect a commodity like charging to be a very tough sell in the stock market. Turns out charging is actually not easy, and having boots on the ground in lots of places where people actually want to charge makes a formidable moat (booths on the ground, if we stretch the term just a tiny bit). But I don't buy into any claims that this was a planned outcome from the start. It's not failure when you do something well and stumble into something better while doing the thing you set out for. Not everything is Bezos launching "anything that has a GTIN and fits in a box" with the subset where the number happens to be ISBN.
And battery production, of course!