Sep 15, 2023
9:11:51am
9:11:51am
All three companies will be bankrupt in the next 15 years. They are dinosaurs.
TSLA will destroy them due to:
1. Union labor wage. TSLA is non-union and much higher level of robots and mechanization.
2. Dealer networks siphon off 5-6 of profits. TSLA has none.
3. TSLA is much further down the experience curve. Its designs are superior and unit costs are much lower.
If the US Big3 can solve the first 2 problems, then they can try to catch up on number 3. If not, they will go the way of the Studebaker.
1. Union labor wage. TSLA is non-union and much higher level of robots and mechanization.
2. Dealer networks siphon off 5-6 of profits. TSLA has none.
3. TSLA is much further down the experience curve. Its designs are superior and unit costs are much lower.
If the US Big3 can solve the first 2 problems, then they can try to catch up on number 3. If not, they will go the way of the Studebaker.
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- BostonCougar
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9/15/23 7:48am
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CEOs get paid $$$ because they make the tough decisions that have huge impact. A person with even a slightly higher
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9/15/23 9:11am
This will spur on the advancement of even more manufacturing automation. Why spend $40 billion on employee wages and
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