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Technology Stocks : Tesla EVs - TSLA -- Ignore unavailable to you. Want to Upgrade?


To: kidl who wrote (20085)10/8/2022 3:33:51 PM
From: Maurice Winn1 Recommendation

Recommended By
Road Walker

  Respond to of 26667
 
The Teslas in China will need Made in USA chips and software. Tesla HQ will increase the chips and software price to, oh, say $40,000. Also the existing ones might stop working without the latest software upgrade.

Once China decides that they derived the maximum benefit, they will simply absorb Tesla China and I can’t think of anyone willing or able to argue with

There's a chapter in Atlas Shrugged in which the kleptocrst thugs break in to steal the good stuff .... but it self destructed.

Theft and slavery work for simple things. Not for voluntary goodwill brain power.

China can shut Tesla Shanghai. Maybe a bad idea. Steal stuff and the building. Not much value in that.

Mqurice



To: kidl who wrote (20085)10/9/2022 12:57:36 AM
From: FR14 Recommendations

Recommended By
didjuneau
longz
Maurice Winn
Road Walker

  Read Replies (2) | Respond to of 26667
 
The Tesla guys are not super dumb and China nationalizing the plant is the first thing you think of.

When asked about it, Elon said "The only thing you can do is keep ahead of the reverse engineering your competitors are doing. They are not going to kill us if there is still important tech that they need to steal."

In other words, you are right that as soon as the Chinese have stolen all the technology they will kill Tesla and nationalize the plant. However, if you have a real strong R&D department that day never comes.

Suppose you are the Chinese government,
You look at Tesla and you have to say "Let's not kill him just yet, because:"

1) We have not copied the die casters technology even though we own the company because of all the metallurgy and fine tuning involved.
2) We don't yet fully understand the upcoming CyberTruck or the semi truck technology.
3) We really don't understand the technology behind the chips Tesla makes.
4) Uh-Oh, they just started the TeslaBot......