Tesla Passes Ford by Market Value
I think these comparison&#x27;s to other car companies really miss the mark. Those who are long on TSLA (myself included) aren&#x27;t looking at them as a car company. Tesla is cracking open new markets in the following areas:<p>- Electric Cars (most visible. Also don&#x27;t undervalue their unique direct sales channel, which is a huge competitive advantage)<p>- Batteries&#x2F;Energy Storage (not just cars - utility scale energy storage, with capacity coming online that will double global output of lithium batteries)<p>- Solar panels and solar roofs (both residential and commercial, a market with a hockey stick growth curve coming)<p>- Self-driving AI (head to head with Google on one of the most fundamental changes to transportation our society has seen in a century, and they have the hardware driving around us all the time already, rapidly learning and improving)<p>Ford, GM, et al are irrelevant and poor comparisons. This is SpaceX for Terran energy and transportation.