How does NIO build cars? We made a site visit

[Figaro]

Tesla has by far the highest prestige in the auto industry currently. Their market cap is over $550B. They’ll be the first to $1T.
Tesla will deliver close to 1M vehicles next year. No other EV manufacturer is close. Your throwing sh*t against the wall hoping it sticks.

Nio will be a fierce competitor to Tesla in China no matter what (as in there is no way Tesla will dominate China). As a Tesla investor and longtime follower, even I must admit the threat Chinese EV makers pose to it. If anything, Chinese EVs are on the same level as European EVs. A 550B or even 1T market cap is nice, but these numbers are always fluid and as thus, Tesla should still vigilante.

 

[F-22Raptor]

Nio will be a fierce competitor to Tesla in China no matter what. As a Tesla investor and longtime follower, even I must admit the threat Chinese EV makers pose to it. If anything, Chinese EVs are on the same level as European EVs. A 550B or even 1T market cap is nice, but these numbers are always fluid and as thus, Tesla should still vigilante.

Tesla’s moat is only growing. Their tech, manufacturing, FSD, batteries are world leading. Sure, a Chinese EV company will succeed, but they’ll always be in the shadow of Tesla. Tesla has a real chance of becoming the most valuable company in the world. Don’t be surprised if they surpass $1T market cap within 3 years.

 

[Figaro]

Tesla’s moat is only growing. Their tech, manufacturing, FSD, batteries are world leading. Sure, a Chinese EV company will succeed, but they’ll always be in the shadow of Tesla. Tesla has a real chance of becoming the most valuable company in the world. Don’t be surprised if they surpass $1T market cap within 3 years.

I believe this too and I don't believe a Chinese EV company will ever surpass that of Tesla. Having said this, they only need to be a fraction of Tesla's size in order to threaten it and cause its share price to plummet. Case in point, back in 2012, Samsung caused Apple's stock to plummet almost 50% because they released a bigger and more "innovative" phone than the then iPhone 5. Tesla really needs to pay attention to what Nio/Xiaopeng/BYD does in China in order to win over the marketplace.

 

[F-22Raptor]

I believe this too and I don't believe a Chinese EV company will ever surpass that of Tesla. Having said this, they only need to be a fraction of Tesla's size in order to threaten it and cause its share price to plummet. Case in point, back in 2012, Samsung caused Apple's stock to plummet almost 50% because they released a bigger and more "innovative" phone than the then iPhone 5. Tesla really needs to pay attention to what Nio/Xiaopeng/BYD does in China in order to win over the marketplace.

The rate Tesla innovates is incredible. 2-3 years ago their manufacturing capability was horrible. Now they are the best in the world. I don’t foresee rate of innovation being an issue under Musks leadership.

 

[Beidou2020]

Tesla has by far the highest prestige in the auto industry currently. Their market cap is over $550B. They’ll be the first to $1T.
Tesla will deliver close to 1M vehicles next year. No other EV manufacturer is close. Your throwing sh*t against the wall hoping it sticks.

Consumers don’t care about the market capitalisation of a company. Most of these market capitalisations are overinflated due to massive money printing.

When it came out, the iPhone had a prestige factor that no one could compare to. It was a completely different type of phone.

Tesla don’t have it. It’s just another car with electric battery. Interior of Tesla and features are nothing special compared to current cars. Tesla is nothing like Apple.

Apple will also likely be the first company to master AR with Apple Glasses, and be the first mover globally. This product could potentially make obsolete the smartphone and China will be caught behind again. The 2020s are probably the last decade of the smartphone before we move to advanced displays on our faces.

LOL why would China be caught behind?

The rate Tesla innovates is incredible. 2-3 years ago their manufacturing capability was horrible. Now they are the best in the world. I don’t foresee rate of innovation being an issue under Musks leadership.

Space X have far more prestige compared to Tesla. Tesla is nothing special. It certainly don’t have the impact the Apple’s iPhone had.

 

[F-22Raptor]

Consumers don’t care about the market capitalisation of a company. Most of these market capitalisations are overinflated due to massive money printing.

When it came out, the iPhone had a prestige factor that no one could compare to. It was a completely different type of phone.

Tesla don’t have it. It’s just another car with electric battery. Interior of Tesla and features are nothing special compared to current cars. Tesla is nothing like Apple.

Tesla has the highest prestige of any auto manufacturer currently. Their growth is exponential and just beginning. They are dominating the EV market. They’ll dominate autonomy. ICE manufacturers are officially dinosaurs. EV is the future and Tesla is the first mover.

500K deliveries this year and near 1M in 2021.

 

[Han Patriot]

All of them will be second rate compared to Tesla. Tesla may be the most valuable company in the world in 10 years.

That's because US does not allow Chinese competition, while we open our markets to Tesla to compete. Nio and Xpeng will. Dominate the US market if allowed just like Huawei would of not because of 'national security'. Keep hiding behind that and see what happens to US once digital rmb goes global.

 

[TaiShang]

Tesla will have similar market share to Apple iPhone once Chinese EV companies challenge Tesla. Tesla don’t have the prestige Apple used to have around 2007-2012.

Chinese companies will eat into the market share of Tesla similar to what it’s done to the iPhone.

Airpods is a new product. Same thing will happen to it.

Whoever loses China market will lose global domination.

 

[Beidou2020]

Tesla has the highest prestige of any auto manufacturer currently. Their growth is exponential and just beginning. They are dominating the EV market. They’ll dominate autonomy. ICE manufacturers are officially dinosaurs. EV is the future and Tesla is the first mover.

500K deliveries this year and near 1M in 2021.

Only an imbecile would buy a Tesla over a Mercedes or BMW if you want prestige.

Whoever loses China market will lose global domination.

In decades past, it was whoever dominated the US market had the chance of global domination. Now it is the Chinese market.

 

[Beidou2020]

 

[F-22Raptor]

Only an imbecile would buy a Tesla over a Mercedes or BMW if you want prestige.


In decades past, it was whoever dominated the US market had the chance of global domination. Now it is the Chinese market.

Lol Mercedes and BMW, both are dinosaurs. Tesla is the future, ICE is dead. I plan to purchase a Cybertruck within the next 3 years. I’ll never go back to ICE.

 

[Beidou2020]

Lol Mercedes and BMW, both are dinosaurs. Tesla is the future, ICE is dead. I plan to purchase a Cybertruck within the next 3 years. I’ll never go back to ICE.

Mercedes and BMW will also come out with electric.

 

[F-22Raptor]

Mercedes and BMW will also come out with electric.

And they are years behind. I bet if you took 100 young adults between the ages of 18-30 and asked them to choose between Tesla and Mercedes they would choose Tesla. Young adults want the latest tech, not a dinosaur like Mercedes. Everywhere I go now, I see more and more Tesla’s on the road.

 

[letsrock]

I am not convinced about tesla and its valuations. A car is a car and not a vehicle to sell software or goods. Most people travel only if they need to not for fun. I can understand a cellphone valuation being high as cellphone is always withyou and you can deliver huge content through it.

 

[Ahmet Pasha]

Tesla fears Chinese companies the most. Musk is already on Twitter about Chinese companies and getting his excuses ready.

My prediction is Chinese companies will do to Tesla what Chinese companies did to Apple.

Make knock offs??

Apple is overpriced garbage tho.

And they are years behind. I bet if you took 100 young adults between the ages of 18-30 and asked them to choose between Tesla and Mercedes they would choose Tesla. Young adults want the latest tech, not a dinosaur like Mercedes. Everywhere I go now, I see more and more Tesla’s on the road.

I'd take mint w123 mercedes over a Tesla any day.