myusername
Banned
a
so you're saying Tesla can get GMs of 95% in Auto?Comparing Tesla to tech companies makes sense in a particular aspect, and it's not because they also make software.
Tesla is set to impart as transformational of a change on a number of gigantic industries as Netflix on broadcasting, Facebook on the way people interact socially, Google in the way the Web is organized, Amazon in how goods get sold.
What you're getting deceived by is that Tesla is working with a much, much more viscous medium then tech. Yes, it takes much more than just flipping bits to overhaul how we generate and consume energy or how we get around. But hey, Amazon went public in 1997 and they were back then a mostly tech company. Now they have warehouses, planes and a bunch of other "stuff" that makes their business work. It took almost 20 years to get there. Investors were very, very generously rewarded.