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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

#391
post #64

Earlier quoted context omitted.

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.

Yea ESP didn't come about until the 90's https://en.wikipedia.org/wiki/Electronic_skip_protection

We had analog skip protection that worked pretty well... shock absorbing trays you would mount your discman on.

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

#392

This feels very much like a marketing fluff piece pushed by Tesla PR. Take this gem: "Young companies like Tesla, on the other hand, are not shackled to suppliers and are free to pursue the best technologies available." Try the automated windscreen wipers on any big car brand, they're mostly made by Bosch and they work, even on a 15 year old car. Then Tesla came along with their own approach, guess what, they didn't…

I don't think it is, there was an article a year or so ago where a famous detroit car expert, that specialised in tearing down cars and inspecting them did so for the Tesla. What he said was that the electronics were light years ahead anything he had seen before, but he wasn't surprised given its a silicon valley car. The chassis on the other hand was way behind the likes of Toyoda. I can understand that your mileage…

I don't disagree that they've put much more advanced chips in their car, the point I disagree with is that it's "ahead by 6 years" and "others can't keep up due to supply chains" because Tesla's super advanced chips couldn't get something as simple as my automatic windscreen wipers to work while every other brand has them working fine.

The difference is that everyone just buys a simple moisture sensor and Tesla decided to go with a needlessly complex setup based on their cameras. Sure that requires a way more advanced image processing chip, an impressive software achievement in image processing etc.

However, from the consumer perspective (that matters much more if you sell millions of cars to the masses instead of a few hundred thousand to enthusiasts): They had no working automatic windscreen wipers, that puts them 15 to 20 years behind the others. Not 6 years ahead.

They really need to get better at the basics of car making quickly, before the likes of Ford, BMW, Volkswagen etc get good at building electric cars. I guess they have several years left to do it because the big guys move slow, but in their current state they're going to be in trouble no matter how advanced their CPU is.

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

#393
post #5

The doubt is whether stopping reading the article at: >It could end the auto industry supply chain as we know it. or just on pargraph later at: >One stunned engineer from a major Japanese automaker examined the computer and declared, "We cannot do it."

Care to share what about those sentences caused you to lose focus?

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

#394

Earlier quoted context omitted.

> The only company with proper prioritization of EV development outside of Tesla is VW That is simply not true. All of the manufacturers apart from say Toyota have made EV the number one priority for their companies. Mainly because of the impending EU regulations on emissions. Porsche has the best EV car on the market. BMW sacked their CEO because of a lack of EV progress, Mercedes has most of their innovation going…

I keep seeing people in these comments saying that the Taycan is better than the Model S, but I'm not sure what they're seeing. It has a razor-thin acceleration advantage and can manage that more than once on a charge, but it does that at the cost of being a very expensive and cramped sports car design. If you're optimizing for track performance, sure, but that's not a very common use case, as opposed to the usefulne…

It’s just the one commenter repeating themselves, not “people”. And they are just making things up. The Taycan is not better reviewed than the Model S or the Model 3.

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

#395
post #9

Tesla fans regualrly speak about how the company doesnt advertise at all. After articles like this, I remain unconvinced.

By definition, advertising is paid for.

You’re thinking of PR, which by definition is unpaid.

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

#397
post #343

Earlier quoted context omitted.

Are batteries a commodity or are we just assuming that?

batteries are absolutely not a commodity at this time. every other manufacturer is held back by not enough battery capacity. Even the biggest companies are held back.

Yeah, until batteries are traded the same way actual commodities are they are not commodities. A good way to tell whether something is a commodity or not is whether there are strong brands in the space. I can’t go onto a major exchange and speculatively trade lithium battery cells.

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

#398
post #159

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

That and the most obvious reality that love the guy or hate him, Tesla isn't Tesla without Elon. Unlike SpaceX, Tesla has to Gwynne Shotwell. It is Musk who drives the engineering (and causes an enormous amount of turnover as a result). It would be a hard sell for a lot of share holders (including Elon and Kimbal Musk) to take the temporary raise in share price of a buyout knowing it would tank the max upside of the…

Disagree, Tesla is over the hump. They need Elon to go to 1T but they can get to Toyota-scale just grinding on the current strategy.

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

#400
post #161

Earlier quoted context omitted.

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.

That Tesla’s market cap is anywhere close to Toyota’s should give you pause, given the difference in scale and market penetration of the two companies. Look, I’m a firm believer in the “market can stay irrational longer than you can remain solvent” and especially in our post-2008, QE money printing, Saudi sovereign wealth fund, unmoored-from-reality present. So honestly, who knows how it will all pan out. Maybe we no…

Tesla is valued according to fundamentals. Look at their growth trajectory and do the math.

Sounds like you expect their growth to plateau in the next few years. That’s an fine theory, but it’s not “more fundamentals-based” than the theory it will continue for another 10 years.

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