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DD
Daniela Duong
@danieladuong · Mar 16

Who do you think is/will be $TSLAsbiggest competition in the EV space?

RR

I'm convinced it is and will be BYD.

DD

That's possible :)

BC

For me, probably $NIO.

DD

How exactly is it better?

CB

So if I take only cars in the higher class- status brand- it will be Porsche, I have to say that according to what I read the Tesla S does not have the Taycan. And in the consumer class- utility car- it will be one of the Chinese but not NIO, they have taken it the wrong way round in my opinion. Even if Tesla gets a cheap model, they'll still sweat a lot and the high margins just won't pay off. On the other hand. Musk has said he doesn't give a shit about margins and technically they could be zero. Because the main revenue will be elsewhere. Well Tesla shareholders may be in for some interesting times. 🤷‍♂️

DD

I hadn't even thought about Porsche in that regard. Thanks

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