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.

 

[Vercingetorix]

This will not help Teslas stock valuation. $240 million for “Autopilot” not working.
“This will open the floodgates,” said Miguel Custodio, a car crash lawyer not involved in the Tesla case. “It will embolden a lot of people to come to court.”
https://apnews.com/article/tesla-mi...us-vehicles-c342f2716b1ec4e9ede09b8e958751b7#

 

[PandaBear]

I am sure all autopilots will have these situations to deal with in court sooner or later. Nothing is perfect and it is really part of doing business. However, the problem is Tesla jump ahead of other autopilots by using vision cameras only and skip the lidar, and that can give them a huge disadvantage in safety margin and goodwill of the legal system when things eventually happen.

I'm sure eventually everyone will get there and vision will be good enough, not just Tesla, when the tech is commoditized. It is just that the risk and reward of doing it as the 1st one alone can be very high.