The key lies with Waymo: although the press shows bias against $Tesla Motors(TSLA)$ , they cannot stray too far from Waymo's crash benchmarks. In essence, so long as $Tesla Motors(TSLA)$ remains around or below Waymo's crash statistics, I believe they will be fine as they can reference them. Should $Tesla Motors(TSLA)$ be involved in significantly more or more serious crashes than Waymo, it will become quite difficult – but at least that indicates we have a defined margin for error.
$NIO Inc.(NIO)$ NIO is not losing money. They are spending more than their competitors to keep their technology two to three years ahead. Anyone who wants to compare NIO's technology to Tesla, Xiaomi, or Rivian needs to show proof.
Why do people believe $Tesla Motors(TSLA)$ won't increase revenue and gross profit in coming years? Do you genuinely think Tesla won't scale its Robotaxi fleet, Supercharger network, global vehicle fleet, FSD subscriptions, energy storage systems, solar business or eventually humanoid robots? They're adopting Amazon's approach: build infrastructure and foundation before scaling profitability. The company is vertically integrated across every platform. They control the entire supply chain for most product lines. Their flywheel is fully engaged.
$Tesla Motors(TSLA)$ leads the race for AI-driven, fully autonomous humanoid robots, not only with unique neural networks but also through mass production capabilities based on an unmatched design. Few grasp this, but it's a groundbreaking innovation as costs drop significantly, scalability increases, and no competitor can challenge. Many state $Tesla Motors(TSLA)$ is just one of many humanoid robot manufacturers, true, but it's the sole company developing versatile, affordable robots in large quantities that endure long. Optimus alone is worth multiples of $Tesla Motors(TSLA)$ 's market value.
Those obsessing over PE ratios and profit metrics miss the forest for the trees...this is about exponential growth...$Tesla Motors(TSLA)$ 's journey has barely begun