Recent comments in /f/technology

DashDaddyD t1_jaa3ao4 wrote

I think people are more upset the Full autonomy isn't actually full autonomy. It's more of a Co-pilot mode that still requires alertness. Personally, I didn't pay for it so I don't know how it works. But with the limited version that I do have it can be pretty unsafe at times when reading the road.

2

KickBassColonyDrop t1_ja9zmef wrote

Tesla has a disproportionate monopoly because the legacy market was dismissive and neglectful, believing that BEVs had no future and the cost of transition was too exorbitant relative to shareholder interests.

Tesla on multiple investor and earnings calls admitted that they banked on the legacies taking Tesla seriously with each new advancement that they made, and acting like woken dragons to drive Tesla out of the business.

Time and again, competition never came. But now, Tesla is basically the 747 on the runway about to open up full throttle on all 4 engines and all the legacies are at the gate looking through the window in fear as to what it means if that plane takes off.

The IRA's purpose is to bail these companies out, but similar to how AWS dominates the world, I expect that Tesla will own ~50-60% of the total market share out to 2040. First movers advantage is like dumping NOS into your car's tank. You're gonna pull some serious Gs, but if nobody takes you seriously, you'll pull so far ahead that even if you slip up, the probability that you won't pull first is unlikely.

Lastly, Tesla spend the last 10 years building out their supercharger network because they recognized the importance of that network to the entire BEV platform ecosystem. It's not that they have a monopoly here. It's just that, their superchargers are vastly more capable and reliable than any other.

https://youtu.be/K1RoJCT7v-Q

^ this dude and his gf went to four separate locations with Superchargers and v2 chargers. They were all broken. This is a market problem. Calling Tesla a monopoly over supercharging because their network isn't a price of garbage is a bad call imo.

1

stihlmental t1_ja9z1oh wrote

Au contraire! In Europe, citizens ARE protected. In the U.S., politicians are spineless and either don't have a clue (dumb as shit) or don't care. American citizens don't know or don't care that they are the commodity. This populace is being used to feed the machine (corporations/politicians), its cannibalism!

4

KickBassColonyDrop t1_ja9yo50 wrote

It also bears mentioning that Sandy Munro and his company pointed out that the lightning was using over a mile of cabling to the point of ridiculous excess. Which made the vehicle way more expensive to manufacture. This question then came up during the most recent Ford investment call and Jim Farley himself was flabbergasted that his own company was doing this, and that he'd direct more actively to ensure this doesn't happen in the future.

I surmise that this reduction in cost with Ford is him taking that more active approach and asking wtf is going on to engineers and project managers that they're wasting that much capital on their trucks. Tesla I believe currenty uses around 150-200m of wiring and are trying to reduce that down to <100m. If Ford can simplify their wiring harnesses, figure out a super bottle or heat pump solution like Tesla, vastly reduce the wiring usage per truck, and move to Gigacasting rather than body on frame with their trucks. The COGS should drop considerably and their margins will improve.

All of these are growing pains. However, Farley has the right mindset and is beginning to understand how Elon leads at Tesla and has begun to emulate that mindset. It's not an easy task, but Farley has already gone on record that they won't catch Tesla, but they will fight with all their might to become 2nd place in the EV market.

Once their Blue Oval Gigafactory in Kentucky comes online and they can start scaling that out along with similar advancements as Tesla with the aforementioned changes above, I expect that their growth curve will explode with a strong probability of reaching the 500k run rate around 2025.

I'm hopeful for Ford under Farley's changes and willingness to be honest about his company's weaknesses and how to correct them. It also helps immensely that Ford managed to capture one of Tesla's Supercharger Network VPs a while back to help establish the entire energy and charging infra ecosystem for the company; from sourcing batteries and setting up the material science division to handle battery chemistry to eventually what might lead to the development of a brand specific supercharger network just for their F-150 and like BEV products.

1

KickBassColonyDrop t1_ja9wxua wrote

Uh, no. Tesla priced down significantly because the IRS started playing musical chairs with qualification for the IRA tax credit across various models. Tesla just summarily slashed prices so just about every model qualified for the credit. In doing so, it forced the rest of the industry to squander all of their margins heavily in order to stay competitive with Tesla's pricing power.

Tesla sells every single car it makes, and since it doesn't use the dealership model, there's no fuzziness between cars made and sold to dealers vs cars sold by dealers to customers. Further, Tesla's demand is considerable despite the significant increases in price.

However, it can be agreed, based on words made by Elon and Zach Kirkhorn that their vehicle prices have been on the higher side for too long and that's been painful to the larger market capture potential.

1