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Tesla teardown finds electronics 6 years ahead of Toyota and VW

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Re: Tesla teardown finds electronics 6 years ahead of Toyota and VW

#161

Post by SEJeff »

claudeganon wrote: post #158
codeulike wrote: post #133

Earlier quoted context omitted.

Tesla sold 367,500 cars in 2019 (as of mid-January) Tesla's market capitalization is $93 billion, compared to $50 billion for General Motors and $37 billion for Ford No other car company is going to be buying them out unless they crash very very badly

Toyota’s market cap is more than twice that of Tesla, around 200 billion, and they sold 10 million cars last year. I do expect Tesla’s is dramatically inflated, I have no idea if Toyota would buy them, but it’s not out of the realm of possibility. If Toyota could successfully integrate all the Tesla stuff into their vehicles, it would also have a greater impact than anything Tesla will likely accomplish on their own.

As of this very moment, the market caps of both are as follows:

    Toyota: 228.41 Billion
    Tesla: 144.2 Billion
That's time and a half, but not more than twice. I find it stretching credibility to think Toyota could afford to buy a company with such a high market cap knowing the stock would rocket up on any rumor of an acquisition.

Re: Tesla teardown finds electronics 6 years ahead of Toyota and VW

#162

Post by ambicapter »

ghaff wrote: post #64
JohnJamesRambo wrote: post #11

This is the industry that took years to adopt the CD player, it’s not that hard to be technologically ahead of them. Whether that actually translates into more sales of cars is a different question.

Assuming that was the case, it wouldn't surprise me that might have something to do with the reliability of early CDs across a wide range of temperature conditions and use given vibrations, potholes, etc.

As opposed to portable music CD players? I remember 25 minute "skip protection" as a feature on my siblings' players.

Re: Tesla teardown finds electronics 6 years ahead of Toyota and VW

#163

Post by jshowa3 »

codeulike wrote: post #133
claudeganon wrote: post #92

Realistically though, Tesla will got bought out by one of these larger companies, so they can integrate (while undoubtedly making worse) the underlying tech. Tesla hasn’t show any capacity to deliver quality cars at scale, nor provide service to them, whatever their ambitions. Combined with all their SEC problems, it’s reminiscent of Preston Tucker’s car company: https://en.wikipedia.org/wiki/Preston_Tucker

Tesla sold 367,500 cars in 2019 (as of mid-January) Tesla's market capitalization is $93 billion, compared to $50 billion for General Motors and $37 billion for Ford No other car company is going to be buying them out unless they crash very very badly

A result of the cancer that is continuously floating silicon valley companies in perpetuity despite them not making a profit for years. Tesla is overvalued simply by name. Same with Apple. Autonomous driving is still years out and their custom AI chip apparently doesn't do much in the way of helping that yet.

Re: Tesla teardown finds electronics 6 years ahead of Toyota and VW

#164

Post by pmorici »

xvf22 wrote: post #123
pmorici wrote: post #109

Earlier quoted context omitted.

The Chevy Bolt is priced the same as the Tesla Model 3 and has less 'luxary' features. For example if you want leather in the Bolt that's extra where as it is standard on the 3. Other things the Bolt doesn't have at that price are Autopilot, DC Fast Charging, etc...

The leather is tied to the range in the model 3.

False, you cannot buy a Model 3, or any Tesla for that matter that doesn't have leather. There was a planed cloth seat for the model 3 but they scrapped that.

Re: Tesla teardown finds electronics 6 years ahead of Toyota and VW

#165

Post by raxxorrax »

ec109685 wrote: post #105
Invictus0 wrote: post #32

Seems like these components were authorized at the height of the self driving hype cycle as a way of future proofing the cars--that is, the owner could download a self-driving software update and the hardware would already be ready for it. In retrospect, this looks foolish: doing self driving without a LIDAR is borderline unethical. I wouldn't be surprised if newer models do away with these ASICs until the software i…

Huh? Even without full level 5 self-driving, these chips allow Tesla to control steering and breaking in many situations. Humans don’t have lidar and we are able to navigate the world. If the windows of the car was replaced by a low latency screen, showing exactly what we’d see if we looked out the window, we could drive just fine, so cameras do provide enough data to self drive. You just need a smart processor.

No, you would lack depth perception. It is possible to drive, but it would probably be significantly more difficult. I have a friend with a dysfunctional eye. He has a drivers license, but really doesn't like driving or catching things out of the air.

But while humans can successfully correct for this issue through extended interpretation of perceived images and training, it becomes almost a necessity for a stupid computer. I believe a fast and efficient stereoscopy would make identifying objects much easier. But it isn't neither trivial to implement, nor very performant to my knowledge.

A Lidar would be an alternative of course.

Re: Tesla teardown finds electronics 6 years ahead of Toyota and VW

#166

Post by matzab »

dontdoitpls wrote: post #69
KaiserPro wrote: post #48

This is grand, apart from the build quality of the mechanics is ~10 years behind. Go to a tesla showroom, Look at the doors of the model three. Note that they don't line up. Look at the paint job, notice that there are bumps and chips, especailly on the edges of the doors. This is on a _demo_ car, stuck in a showroom. these should be perfect. Even a budget Kia has better build quality than this. Its not the isolated…

The power of marketing is incredible. No one else could get away with Tesla quality at luxury pricing, but they sell vehicles.

Do you think "build quality" has achieved its apparent importance (to some) without marketing?

For many drivers other issues take precedence.

Re: Tesla teardown finds electronics 6 years ahead of Toyota and VW

#167

Post by pmorici »

clouddrover wrote: post #154
pmorici wrote: post #109

Earlier quoted context omitted.

The Chevy Bolt is priced the same as the Tesla Model 3 and has less 'luxary' features. For example if you want leather in the Bolt that's extra where as it is standard on the 3. Other things the Bolt doesn't have at that price are Autopilot, DC Fast Charging, etc...

The Bolt is not priced the same as the Model 3. Examples: https://www.cars.com/for-sale/searchresults.action/?mdId=362...

MSRP is exactly the same as Model 3. The fact that they have to offer them 40% off MSRP because no one wants them isn't a good thing.

Re: Tesla teardown finds electronics 6 years ahead of Toyota and VW

#168

Post by James_Henry »

paramk wrote: post #100
James_Henry wrote: post #42

Earlier quoted context omitted.

The answer to this, I would think, would be to have a small part of the company whose soul purpose is to disrupt the larger company. Then Toyota and VW might have built Tesla in house without supply chain worries. When their in-house Tesla-like company proved a success, they could reasonably afford to upend their old supply chain: self-disruption.

So Tesla is doing what Clayton predicted twenty years back.

I don't know if he predicted that electric cars would follow the disruption pattern, but yes Clayton's theory seems to apply here in some sense.

Re: Tesla teardown finds electronics 6 years ahead of Toyota and VW

#169

Post by dghughes »

KaiserPro wrote: post #48

This is grand, apart from the build quality of the mechanics is ~10 years behind. Go to a tesla showroom, Look at the doors of the model three. Note that they don't line up. Look at the paint job, notice that there are bumps and chips, especailly on the edges of the doors. This is on a _demo_ car, stuck in a showroom. these should be perfect. Even a budget Kia has better build quality than this. Its not the isolated…

> Look at the doors of the model three. Note that they don't line up.

I'm not in the US but people in my region comment how all US vehicles have poor panel quality. I've spoken to paint shop employees and garage mechanics who say the panels of US cars have gaps that are embarrassingly large. In the mind of a buyer that makes you question overall quality.

And never buy a white car either they rust because the panels don't get warm enough to drive out moisture.

Re: Tesla teardown finds electronics 6 years ahead of Toyota and VW

#170

Post by C14L »

KaiserPro wrote: post #48

This is grand, apart from the build quality of the mechanics is ~10 years behind. Go to a tesla showroom, Look at the doors of the model three. Note that they don't line up. Look at the paint job, notice that there are bumps and chips, especailly on the edges of the doors. This is on a _demo_ car, stuck in a showroom. these should be perfect. Even a budget Kia has better build quality than this. Its not the isolated…

And yet, Tesla costumers constantly poll as the most satisfied of all new car owners. Maybe there are more important things than bumps in the paint?

Just guessing, I don't own a car.

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