Tesla's market capitalization is about $1.18 trillion, roughly 24 times Ford's $47 billion valuation. Tesla maintains nearly 50% of the U.S. EV market and holds a large footprint in China and Europe, while Ford's EV share remains below 10%. Tesla reports profitability despite lower sales volume, while Ford incurred roughly $20 billion transitioning to EVs and expects annual losses around $5 billion. Tesla emphasizes advanced autonomous driving with its Full Self-Driving product and develops the Optimus Gen 3 robot intended for repetitive tasks, which could become a significant future revenue source.
Tesla has continued to make the case that it is a robotics and artificial intelligence (AI) company. It says it has the world's best self-driving product, which it calls Full Self-Driving (Supervised). Tesla has had some widely publicized problems with the system. Ford's equivalent is Blue Cruise, which Ford says allows for "hands-free highway driving." Auto industry experts say Tesla's works better on many highways and roads.
Tesla's largest advance in technology is a robotics product it calls Optimus Gen 3. It is built to perform unsafe, repetitive, or boring tasks. If it works, Tesla could sell hundreds of thousands of them. In theory, it could become the electric vehicle (EV) company's largest revenue producer. Legacy Tesla's valuation is based on one other calculation. Despite a drop in sales volume, it is profitable. Ford has lost at least $20 billion moving into the EV sector and will lose another $5 billion a year.
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