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What in particular does TSLA do that makes it worth more than toyota, honda, and ford combined in market cap?


They produced 20 times more fully electric vehicles than toyota, honda, and ford combined in 2022.

Tesla produced about 1.4 million all electric vehicles in 2022 with a growth rate of about 40%.[1] Toyota:1220 (The BZ4X is the only full electric sold in 2022)[2] Honda: I don't think they sell any all electric cars right now. None on this list[3]. Ford about 65 thousand.[4]

[1]https://www.cnbc.com/2023/01/02/tesla-tsla-q4-2022-vehicle-d... [2]https://www.prnewswire.com/news-releases/toyota-motor-north-... [3]https://electrek.co/2022/10/18/us-electric-vehicle-sales-by-... [4]https://web.archive.org/web/20230109011143/https://www.nytim...


> Tesla produced about 1.4 million all electric vehicles in 2022 with a growth rate of about 40%.

And their inventory is growing, their backlog is shrinking: https://twitter.com/TroyTeslike/status/1609346097733828609

And you are almost for sure American. Check out how many EVs/PHEVs were sold by:

VW

Mercedes

BMW

Renault

Volvo

Chinese manufactures

Everyone is catching up to Tesla and it's going to be just a face in the crowd in about 2-3 years.


I would love to see the numbers if you have them. EV and not EV/PHEV combined. That is definitely not the same and obscures the comparison. The Chinese are going to be the main Tesla competitors. There is a reason that the Chinese let Tesla own their plant in China 100% instead of making them a minor partner in a joint venture like everyone else. Telsa insisted and they gave in because they wanted to build up an EV manufacturing area with Tesla bringing lots of cutting edge tech and buy lots of batteries and other parts.

VM fired Herbert Diess, who was pushing EV very hard. Now VW EV production is decreasing.

"Everyone is catching up to Tesla and it's going to be just a face in the crowd in about 2-3 years." This has been said for many years. Time will tell of course.


and Toyota sold an infinite times of hybrids than Tesla, which are more profitable, accessible, affordable. Your point?


Margins on Tesla cars are the highest of any major manufacturer. Ferarri is about the same.


It's still just a car. Toyota alone sold 10x more in 2021, not produced but sold.




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