adiggs
Well-Known Member
How can shorts think Tesla will run out of demand, but ICE car makers will continue to have 80 million demand a year? Their logic is really weird to me. Maybe these shorts have never driven a Model 3?
It doesn't seem to have come up recently (year or three), but this idea of driving the car as an important component of the investment thesis has been there for me since 2012 when I invested, and has been an important part of the discussion about why to invest for at least that long.
And one of the most common themes back then was we'd have people drop into the forums talking smack about Tesla, and when pressed, it was clear that they hadn't test driven a Model S yet. That clearly, a Model S was just some variant of car like any other variant of car and therefore it wouldn't justify (fill-in-the-blank).
I suspect it's as true today for many shorts - that they still haven't gone and driven an electric car at all, much less a Tesla.
That's the thing about paradigm shifts. When you're on the wrong side of it, people can tell you that there's a paradigm shift happening, but until you experience it for yourself, it's almost certainly not going to happen. Driving electric is a paradigm shift, and that's going to ensure we have lots of this contention, angst, and misunderstanding between people for years to come as the paradigm shift continues.
The way through a paradigm shift is to EXPERIENCE IT. If you're reading this and you haven't driven an EV, and especially a Tesla, I tell you in all seriousness, ignore everything else you've read of mine or anybody else's today:
GO TEST DRIVE ONE ASAP. There is no other reliable way through a paradigm shift like this except to do it.