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Tesla Q1 2021 Results

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Re: Tesla Q1 2021 Results

#281

Earlier quoted context omitted.

I think the cat is out of the bag for EVs: enough people have tasted them and wouldn't go back, and enough manufacturers got into the game, that even if Tesla was to fail, enough people would be asking for it, and enough manufacturers would already be advanced enough in their plans to keep the ball rolling. Basically, Tesla's mission is 99% accomplished.

In Europe there is still too few charging facilities. Basically an EV only makes sense if you own a house and can get your own charger. The V2 supercharger still needs around 20 minutes for an 80% charge, while the new BMW iX3 needs around 30 minutes for 80%. The Tesla V3 supercharger is promising, but the killer feature will be a unified charging platform and not one for each car maker.

> Basically an EV only makes sense if you own a house and can get your own charger.

New houses in the UK have required chargers as part of planning permission for 5 years. Most people have, or can have, a 3KW socket installed in their driveway, very cheaply (like 2-3 tanks of fuel)

73% of cars in the UK are parked on private property overnight. Most cars do under 8,000 miles a year, or 160 miles a week, 77% of cars passing an MOT in 2019 did under 10,000 miles/year, or 200 miles a week.

At 5 miles per KWh, that's 15mph of charging, or 200 miles in one overnight charge.

Re: Tesla Q1 2021 Results

#282
post #203

Earlier quoted context omitted.

> Uh... wat? Model 3 sales are growing very rapidly! Trying to argue that they aren't because the category they are being compared to is not is... somewhat weird. I mean, kind of? It's much more complicated when you look at market over market. Tesla sales in the US haven't really grown much since the summer of 2019, and that's despite releasing a whole new model in that period. They've definitely been selling more ca…

Pandemic and working from home. I wasn’t about to buy a new car.

This isn't just the pandemic, the fact that Model Y sales just displaced Model 3 sales in the US should be concerning. Also, given the narrative that Tesla is a supply-limited company, the pandemic really shouldn't change their sales at all.

Re: Tesla Q1 2021 Results

#283

Earlier quoted context omitted.

I think the cat is out of the bag for EVs: enough people have tasted them and wouldn't go back, and enough manufacturers got into the game, that even if Tesla was to fail, enough people would be asking for it, and enough manufacturers would already be advanced enough in their plans to keep the ball rolling. Basically, Tesla's mission is 99% accomplished.

In Europe there is still too few charging facilities. Basically an EV only makes sense if you own a house and can get your own charger. The V2 supercharger still needs around 20 minutes for an 80% charge, while the new BMW iX3 needs around 30 minutes for 80%. The Tesla V3 supercharger is promising, but the killer feature will be a unified charging platform and not one for each car maker.

> ”the killer feature will be a unified charging platform and not one for each car maker.”

In Europe there is already a single unified charging standard: CCS.

The entire industry, including Tesla superchargers, use this same charging standard.

Re: Tesla Q1 2021 Results

#284
post #266

Earlier quoted context omitted.

(Bottom line. I am a consumer that pays money for the best product. And I will buy the best product, not the hype. I dont understand why all the downvoting, you are doing it every day when you go to a market? Do you worship John Harvey Kellogg when eating the corn flakes? Probably not.) Ok, now here is where I object. Musk hasnt done anything incredible/remarkable, YOU have done it, the STOCK INVESTORS have done it,…

> Ok, now here is where I object. Musk hasnt done anything incredible/remarkable, YOU have done it, the STOCK INVESTORS have done it, the tesla car BUYERS have done it. and none of that would have happened if Musky hadn't decided to not only invest in this little startup called Tesla... but KEEP at it... he could have at anytime cut his losses, and ditched Tesla, he had more than enough on his plate with SpaceX; fame…

[flagged]

Re: Tesla Q1 2021 Results

#285

Earlier quoted context omitted.

Lets start with two assumptions. In 10 years, majority of cars sold will be electric. Majority of cars sold will have self driving capability. Tesla is a leader in both. Much of the traditional knowledge companies have about ICE engines do not help them build a better electric car. That knowledge is worthless for the future. Stock price represents future value.

God I wish stupid people like you didn't exist.

I don't mind harsh or critical comments, but you're going to have to at least add some substance if you want any effect.

Re: Tesla Q1 2021 Results

#286

"Model 3 was the best-selling premium sedan in the world, outselling long-time industry leaders such as the 3 Series and E Class. This demonstrates that an electric vehicle can be a category leader and outsell its gas-powered counterparts." I find this to be a major milestone in the transition to BEV. This is an achievement.

Modem 3 a premium sedan, well idiots will be idiots I guess, carry on the torch.

Re: Tesla Q1 2021 Results

#287

Earlier quoted context omitted.

> Ok, now here is where I object. Musk hasnt done anything incredible/remarkable, YOU have done it, the STOCK INVESTORS have done it, the tesla car BUYERS have done it. and none of that would have happened if Musky hadn't decided to not only invest in this little startup called Tesla... but KEEP at it... he could have at anytime cut his losses, and ditched Tesla, he had more than enough on his plate with SpaceX; fame…

[flagged]

Said the person hiding behind a throwaway account.

Re: Tesla Q1 2021 Results

#288
post #50

> We believe that a vision-only system is ultimately all that is needed for full autonomy. Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision. This is a huge gamble IM…

> If you have access to LIDAR and RADAR, why not use them?

I think LIDAR is a very expensive part (~$10,000). Also, it is difficult to integrate with the car's design such that it does not make the car ugly. Tesla probably does not want to do a separate self-driving testing fleet, instead they want to use the existing Teslas on road to get training data. So they cannot use LIDAR in all cars sold to users.

I am sure if fully functional LIDAR units magically start selling for $100-$500 Tesla will start using them.

Re: Tesla Q1 2021 Results

#289
post #50

> We believe that a vision-only system is ultimately all that is needed for full autonomy. Our AI-based software architecture has been increasingly reliant on cameras, to the point where radar is becoming unnecessary earlier than expected. As a result, our FSD team is fully focused on evolving to a vision-based autonomous system and we are nearly ready to switch the US market to Tesla Vision. This is a huge gamble IM…

It is a gamble, but also betting on LIDAR is a gamble, as it could be a pit to fall in if it turns out not to be beneficial. The big benefit of LIDAR is, it gives you very good 3D data about your environment. Unfortunately, it completely misses a lot of information which is essential for driving and actually a lot of our traffic rules are based on things which you cannot detected with LIDAR: traffic signs, traffic lights and so on (you could detect the sign itself with high precision, but not what it reads).

This means, LIDAR could just be additional sensor data augmenting the camera information. But it adds a huge cognitive load when combining the data. Besides the costs of the LIDAR system itself, it adds to the computational costs. Once the 3D-data from the cameras only is "good enough", you might get better results by spending the available compute resources rather on improving the analysis of the visual data alone. And the 3D data Tesla seems to be getting from the cameras seems to be pretty good already.

The big elephant in the room isn't to recognize a road sign correctly, it is to decide, whether it applies to the car or a different lane, road or whether it is actually a burger king logo :). There LIDAR might be just a distraction.

It will be interesting to see how the autonomic car race will pan out. Especially, when competitors are using different strategies. That als ensures, that not everyone is going into the wrong direction.

Re: Tesla Q1 2021 Results

#290

Earlier quoted context omitted.

> Ok, now here is where I object. Musk hasnt done anything incredible/remarkable, YOU have done it, the STOCK INVESTORS have done it, the tesla car BUYERS have done it. and none of that would have happened if Musky hadn't decided to not only invest in this little startup called Tesla... but KEEP at it... he could have at anytime cut his losses, and ditched Tesla, he had more than enough on his plate with SpaceX; fame…

[flagged]

Do you think being this bitter improves your life?
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