$GM v $TSLA
$General Motors(GM)$ v $Tesla Motors(TSLA)$
Since Q1 2022:
Tesla's Op. Margin is down 55% to 8.6%
GM's Op. Margin is up 11% to 8.1%
Tesla's TTM revenue is up 1.4%
GM's TTM revenue is up 4.9%
BUT...Tesla trades for 24x GM's P/S multiple!
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Everyone in tech: Vision-only FSD is only a few months away.
Also everyone in tech: "no one understands these models, no one understands how they work, why they work"
Am I crazy to question TSLA, Musk, and FSD if the response to any future FSD accident is 🤷♂️?
https://x.com/TravisHoium/status/1830636980691996953
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