Sam Lin

Oct 31, 2021

5 min read

Manufacturing as a Service — Smarter Car Edition

What could be a 2nd 10x to democratize EV? How can a car be smarter as it goes?

Halloween corner on Farley St, Mountain View, CA 94043

How can a $4B deal create $160B market value? It just happened as Hertz allegedly ordered 100K Tesla’s Model 3 for rent, and making Tesla a $1.1T company. It’s a $4.3B deal because Hertz will pay the full price. A confirmation of Tesla has no demand problem, but a product ramp problem. Tesla’s stock…

A Taiwanese lives in Silicon Valley since 2014 & has random opinions on some stuff. The opinions shared here are my own, not those of companies I work for.

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