EmilyMark
09-06

$Tesla Motors(TSLA)$ The problem is that the AI portion of the business is essentially a start-up. Why should we believe Tesla has a better chance of dominating these areas than any other company? Tesla had a 5-10 year lead in EVs at one point and now revenues are stagnant in a rapidly growing market segment, so market share is plunging. Why invest in a company that cant even compete in its current business? Pivoting to a new business because you are failing at the current one is a big gamble and with the current valuation, investors are taking enormous risk.The robotics opportunity is huge, but will Tesla be the leader here? Who knows?

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