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Published Jun 14, 2021

Office Hours: Tesla’s Competition, Identity Verification, the Scam of Tenure, and Public vs. Private Companies

Scott Galloway delves into Tesla's competitive landscape amidst an evolving electric vehicle market, highlights the growth potential of the identity verification industry, and contrasts the strategic advantages of public and private companies in accessing capital and managing investment pressures.
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  • Competition

    discusses the increasing competition Tesla faces in the electric vehicle market. He highlights the challenge from established brands like Ford, which has electrified its popular F-150, and new entrants like Rivian. Scott also points out that Tesla's first-mover advantage is being eroded by these competitors, including the anticipated Apple car, which could significantly impact Tesla's market share 1.

    Tesla also faces stiff competition from startups like Rivian and legacy producers like General Motors.

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    He suggests that Tesla may need to pivot its strategy to maintain its position in the market 1.

       

    Valuation

    Scott expresses skepticism about Tesla's current market valuation, which he believes is unsustainable. Despite acknowledging Tesla as a great company with a significant impact on the electric vehicle industry, he questions its valuation compared to other major automakers like Toyota and Volkswagen 2.

    I just can't wrap my head around the valuation.

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    Scott predicts that the introduction of an Apple car could lead to a substantial transfer of market capitalization from Tesla to Apple, further challenging Tesla's valuation 2.

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