https://www.fool.com/investing/2021/01/30/teslas-profits-are-not-from-selling-cars/?source=eptyholnk0000202&utm_source=yahoo-host&utm_medium=feed&utm_campaign=article

That’s been known for years.

Well, they've only just started to post some sporadic 'profits', but more to the point; it may be a very prudent case study to other OEMs looking to go all BE. It certainly would be fascinating to get a peek at internal business case projections from a major OEM.

These established OEMs are projecting/hoping/pleading with a disinterested public to buy an EV that is based on one single chassis, whether it's an "affordable" $40k "Chevrolet", a $125k "Hummer" or a $200k "Cadillac", that is where the "profit" will come from.  But there is no "profit" when the customers don't buy what is being sold.

At some point, some degree of economies of scale can tip a manufacturer into the black, but as Tesla’s not there yet... are other OEMs figuring on a few years of being in the red before going black??

20 hours ago, balthazar said:

Well, they've only just started to post some sporadic 'profits', but more to the point; it may be a very prudent case study to other OEMs looking to go all BE. It certainly would be fascinating to get a peek at internal business case projections from a major OEM.

I'm referring to cash-flow specifically, but yes.  They've survived on selling these credits for a while.  But at the same time, Elon needs to know that as GM and FCA-Stellantis start moving to more BEVs, that source of funds is going to dry up and Telsa better be able to stand on its own.