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Still unsure why you keep mentioning the Semi is a real product. I did not deny that fact. If I did please state where. I must be an idiot to think it isn't when it actually exist and a customer owns a bunch of them.
Again, Tesla semi was suppose to be taking over the industry 4 years ago. All other truck builders will be left behind. 50k suppose to be built this year. It was hyped for years by Elon and fans of Tesla. The genius could not give a realistic timeline and is off by years and counting.
You've chosen to take missed timelines as the unforgivable sin that overshadows all other accomplishments.
Again, Tesla semi was suppose to be taking over the industry 4 years ago. All other truck builders will be left behind. 50k suppose to be built this year. It was hyped for years by Elon and fans of Tesla. The genius could not give a realistic timeline and is off by years and counting.
I'm not sure why being behind the announced timeline is such a big issue to you. Is it better in your estimation that he didn't give a timeline?
I worked for a medical device incubator where the CEO spun out medical device companies based on his ideas of solving a particular issue. When I first started in 2001, his big idea and company was a hand held ultrasound device. There was a picture in the lobby of the CEO holding this handheld device, it was supposed to come out the following year. Five years and three rounds of funding later, it was nothing like the original concept, and was laptop size. The first big customer was Kaiser Permanente, and I got my first glimpse of it in action when my wife was pregnant with our son. The company was acquired by a Chinese ultrasound company (Mindray), and I have no idea if Mindray still manufactures this ultrasound device.
I have a lot of criticisms of Elon Musk, and I don't agree with a lot of antics. A quick observation of him gives me the impression he's highly intelligent, but a pretty shallow human being. He's guilty of being an attention getter, unnecessarily saying and doing things that open him up to criticisms, and he probably stresses out his executive team. But as far as being off on timelines, not a big deal. I mean where is the 700 mile range Solid State Battery Akio has been promising since 2015? I don't see any outrage about that
I remember Toyota was suppose to release a ssb vehicle that was suppose to demo at the 2020 Olympics I believe. It's now 2024 and we can't see that vehicle. Being off by months or a year sure, things happen. But being off by 3,4,5 years? Like either the CEO don't have a clue what's going on with that particular product or they are not the genius as people want others to believe or they are being intentionally deceptive.
The first article I saw on Toyota developing an SSB was 2017, it's now 2024 and the SSB has now been pushed to 2026. I'm not holding Toyota to that, it doesn't really bother me that this battery is not ready for Primetime. Nor am I holding it against Toyota's claims of 700 miles and 10 minute charging. It does irritate me a little when Toyota will then pivot and say most people don't want EV's, but I understand why they are saying that and don't hold it against them.
As I said previously, I have some issues with Elon Musk, particularly that he says things in earnings calls that don't help the stock, and I do question some of the design decisions Tesla makes. But as far as timelines, I prefer to get a good finished product over a rushed one. If the timeline goes over what was stated, I'm not going to hold anyone, wither it be Toyota, or Tesla
Making a battery powered Semi that would replace a diesel powered Semi can't be easy. I personally would be willing to forgive Tesla if takes longer than announced to get them fully tested and production ready. Also the fact that they are still hiring a team dedicated to the Semi means it's alive and well
Apple with unlimited resources couldn't build a car of any kind, making EVs from scratch is really difficult.
Drive Tesla Canada reviews Highland, is it just me or are they always late with everything? They liked the:
Spoiler
Then there is the aforementioned steering wheel, and lack of stalks. It took maybe half a day to get used to the turn signals being on the steering wheel, with more than a few instances of muscle memory kicking in to reach for the stalk. However after that, it became second nature, and I actually ended up preferring it over the stalks after driving the 2024 Model 3 for a few days
I'm not sure why being behind the announced timeline is such a big issue to you. Is it better in your estimation that he didn't give a timeline?
I worked for a medical device incubator where the CEO spun out medical device companies based on his ideas of solving a particular issue. When I first started in 2001, his big idea and company was a hand held ultrasound device. There was a picture in the lobby of the CEO holding this handheld device, it was supposed to come out the following year. Five years and three rounds of funding later, it was nothing like the original concept, and was laptop size. The first big customer was Kaiser Permanente, and I got my first glimpse of it in action when my wife was pregnant with our son. The company was acquired by a Chinese ultrasound company (Mindray), and I have no idea if Mindray still manufactures this ultrasound device.
I have a lot of criticisms of Elon Musk, and I don't agree with a lot of antics. A quick observation of him gives me the impression he's highly intelligent, but a pretty shallow human being. He's guilty of being an attention getter, unnecessarily saying and doing things that open him up to criticisms, and he probably stresses out his executive team. But as far as being off on timelines, not a big deal. I mean where is the 700 mile range Solid State Battery Akio has been promising since 2015? I don't see any outrage about that
This is a Tesla thread. Not going to derail it with Toyota discussion. You and others have shared your displeasure multiple times about Toyota empty promises as well....if you give musk a pass for his miss deadlines then I'm not sure why you have an issue with Toyota missing their deadlines.
I personally have just as much of an issue with Toyota doing it. Seems like they chose a random year and announced ssb will be in cars that year.
Making a battery powered Semi that would replace a diesel powered Semi can't be easy. I personally would be willing to forgive Tesla if takes longer than announced to get them fully tested and production ready. Also the fact that they are still hiring a team dedicated to the Semi means it's alive and well
So forgive them because making a battery powered semi is hard but chastise Toyota for making SSB powered cars because it's easy?
I wouldn't read too much into Apple pulling the plug. They are very focused on return on capital, and will be less concerned about the sunk R&D cost than they would be about future return on capital. In other words, it's less about the (say) $10bn sunk into Titan to date and more about the possibly greater return they might drive from a different use of the investment of capital that would have been required to bring Titan to market. Also don't forget Apple is already pretty ubiquitous in the car through CarPlay, and remember that the generally accepted understanding for Titan was less about Apple building a car than Apple providing a software and hardware platform that would go in to a car an established EV manufacturer would build.
And for context, Apple's net income for the past three years was roughly $300bn, never mind their total net income over the life of the Titan project. So $10bn in R&D, which will generate R&D credits and tax deductions, doesn't really make a dent in that at all.
This is a Tesla thread. Not going to derail it with Toyota discussion. You and others have shared your displeasure multiple times about Toyota empty promises as well....if you give musk a pass for his miss deadlines then I'm not sure why you have an issue with Toyota missing their deadlines.
I personally have just as much of an issue with Toyota doing it. Seems like they chose a random year and announced ssb will be in cars that year.
I already said, I give Toyota a pass, even though they have nothing to really show for it, including a non-existent SSB. Tesla actually has a Semi, which was driven and praised by Jay Leno, and my nephew was just hired to be part of
I wouldn't read too much into Apple pulling the plug. They are very focused on return on capital, and will be less concerned about the sunk R&D cost than they would be about future return on capital. In other words, it's less about the (say) $10bn sunk into Titan to date and more about the possibly greater return they might drive from a different use of the investment of capital that would have been required to bring Titan to market. Also don't forget Apple is already pretty ubiquitous in the car through CarPlay, and remember that the generally accepted understanding for Titan was less about Apple building a car than Apple providing a software and hardware platform that would go in to a car an established EV manufacturer would build.
And for context, Apple's net income for the past three years was roughly $300bn, never mind their total net income over the life of the Titan project. So $10bn in R&D, which will generate R&D credits and tax deductions, doesn't really make a dent in that at all.
I think that's where Apple would come in...building software and infotainment screens. I'm sure they would to do something similar to Android Automotive
The wait is finally over and the front bumper camera has now been added to the Model S and Model X. According to a report from Teslascope on X, the front bumper camera will be part of the S/X starting tomorrow, March 1, 2024.
Tesla stands to earn billions of dollars a year by opening U.S. charging stations to drivers of Ford and other EVs
Tesla on Thursday opened up its Superchargers to drivers of Ford Mustang Mach-E and F-150 Lightning electric vehicles.
Tesla struck similar partnerships with General Motors and other automakers in North America.
AutoForecast Solutions says Tesla could generate $6 billion to $12 billion in annual charging revenue by 2030 by opening its charging stations to drivers of non-Tesla EVs.
As of Thursday, owners of Ford electric vehicles — the Mustang Mach-E and F-150 Lightning — in North America finally have the ability to power up using Tesla Superchargers.
Ford CEO Jim Farley wrote in a post on LinkedIn that the charging partnership, which involves use of fast-charging adapters, should “improve the EV ownership experience,” for Ford EV drivers, noting that “I’ve tested it myself and its works great.”
Tesla has forged a similar agreement with General Motors, which was announced in June, giving GM customers access to more than 12,000 Tesla fast chargers in the U.S and Canada. GM CEO Mary Barra said at the time that her company expected to save up to $400 million of a planned investment in building out EV charging stations.
The partnerships mark a strategy shift for Tesla CEO Elon Musk, who for years touted the exclusivity of Tesla’s charging network and his company’s ability to build reliable charging locations that would keep consumers from sitting in long lines. Becoming the charging standard has required Tesla to invest heavily in technical and business development.
But Tesla has plenty to gain from working with others.
Sam Fiorani, vice president for global forecasting at AutoForecast Solutions, said these efforts should eventually yield huge financial benefits for Tesla, including from environmental credits and fees for charging sessions.
Currently, Tesla operates about 1 in 3 charging stations in the U.S. Even if adoption of battery electric vehicles slows domestically, and the fleet of electric vehicles is smaller than what the government and many automakers planned six months ago, “Tesla could still see $6 billion to $12 billion a year,” by 2030 from its expanded charging business, Fiorani said in an email.
While Tesla could lose some customers to other brands by making charging easier, AutoForecast said there are other reasons car buyers flock to Tesla.
“People shopping for a Tesla aren’t typically cross-shopping at Kia, Ford, or Mercedes-Benz dealers because they simply want a Tesla,” Fiorani wrote. “Competition will continue to heat up and Tesla will inevitably lose some sales to rivals, but loyalty to the brand means the vast majority of owners will return to Tesla with little or no comparison shopping.”
Allowing other automakers to tap its charging network also opens up some federal money for Tesla under President Joe Biden’s Inflation Reduction Act.
“Tesla is not afraid to use government regulations for income and has been working all possible revenue streams for much of its existence,” Fiorani wrote.
Tesla didn’t respond to a request for further information.
Tesla reports charging revenue with its “Total automotive & services and other segment revenue.” The company hasn’t said whether it may break out revenue from non-Tesla vehicle use of its charging network.
William Navarro Jameson, Tesla’s Strategic Charging Programs lead, wrote in a post on LinkedIn on Thursday that getting to this point with Ford has required a lot of “interoperability testing” along with creating all the necessary hardware and software integrations and working through legal issues.
“There have been so many pieces to this puzzle that have been put in place over the past 18 months,” he wrote.
On social media, Tesla touted the opening up of its charging network in North America and circulated a link to entice more retailers to host Superchargers at their facilities.
02-29-24, 01:35 PM
