Self-Driving Cars Are the Next Battle In the EV Wars
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EVメーカーも結局ソフトウェア市場で勝負。まずは自動運転。
Neither Tesla nor Xpeng are valued like traditional auto makers. They grow fast, but some of the software opportunity appears to be reflected in stock prices. Telsa trades for about 8.7 times estimated 2021 sales. Xpeng trades for 7.5 times estimated 2021 sales. General Motors (GM) stock, for comparison, trades for 0.4 times estimated 2021 sales.