Understanding Tesla's Current Stock Valuation

[demarpaint]

On the con side, losing those regulatory credits is gonna be brutal.

It could be brutal, or hurt in a big way. It may even help ICE sales, especially in areas where insurance rates are a lot higher on EVs than ICE vehicles.

 

[jghall00]

Here are the pros & cons for me a.t.m. No position.

- Robotaxi hasn't had any serious incidents
- It hasn't repeated any minor mistakes
- It's expanding really quickly
- Waymo is having more incidents, per City of Austin

On the con side, losing those regulatory credits is gonna be brutal.

Number of incidents is irrelevant. It's the number of incidents per vehicle miles traveled that matters.

Tesla has safety drivers in all of its vehicles. Scaling will be difficult if they can't operate in truly autonomous mode.