Skating to where the puck is going

[Slamz]

Are Tesla's charging stations Tesla only? If so that is going to hinder them IMO. There needs to be a standard and all of the electric car companies use that standard if electric cars and charging are ever going to become anything more than a fad IMO.

That's my guess -- at least that battery swapping idea they have, which requires a purpose-built bay. I would be terribly surprised to see them say, "Hey, Toyota, Ford, go ahead and use this technology in your cars too!"

But ultimately that's probably going to be a requirement to really get electric cars on the road in numbers -- some common technology for either fast charging or battery swapping.

Nice to get some backup from Breand on Tesla! I'm actually out of the stock right now - I read too many bearish articles and was stupid enough to listen to them. However...I think most of them (like the one Strife linked) are making the same arguments everyone (including me) make about Amazon. They are making no profit now, and people are paying a crazy PE for future profits that might never happen. Clearly that argument hasn't worked with Amazon, and I think it's even less true of Tesla.

It all comes down to how you see the future of the company, I think. Amazon is doing good stuff and they're the champion of their field.

Tesla is doing something interesting but they are a small player in the field of "automobiles". Walmart can't move over and crush Amazon but Toyota could move over and crush Tesla.

Same way I feel about Netflix, incidentally. Nobody is in any position to roll over on them and their business model. They're the kings of what they do. When I look at Tesla, I see a small fish in a shark tank.

They might eventually get bought up but they also might just get crushed.

I have a hard time envisioning a future 10 years from now where Tesla is a major car company. I can see Amazon and Netflix but in 10 years I suspect Tesla will be gone or owned by BMW.