@90sKid1986 @LastCallCNBC @CNBC@GordonJohnson19 Volkswagen, Hyundai/Kia, BYD, Renault/Nissan. These guys already having a huge impact overseas. Can’t look at competition in USA. Tesla requires Chinese and European markets, not just USA.
@cbend88@DivesTech I think Tesla excludes a lot of expenses from gross margin calls that other manufacturers do not like SG&A. Tesla margins are not apples to apples.
@PolitiReality@Alex47508777 No they will have an impact. But if I was a Tesla shareholder, I’d be more worried about Hyundai, Kia, Nissan, Audi, Volkswagen and all the Chinese competitors. So even if GM and Ford don’t succeed Tesla’s got a wave of competitors coming.
@nised72 @AdamKinzinger These guys don’t have agreements with the Chinese government to hand over data like bytedance. And anyone who doesn’t think bytedance doesn’t own til tok can’t read financial disclosures.