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Investors conclude that Tesla is a carmaker, not a tech firm

economist.com

381–390 of 463 posts

Re: Investors conclude that Tesla is a carmaker, not a tech firm

#382
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I have a Tesla and I also hold a short position on TSLA. My Tesla is a great car. The best car that I've ever driven but I'm not sure if it has anything that other car manufacturers can't replicate. I think Apple can make an even better car than Tesla if they build the hardware and software like their phones and computers. The idea that Autopilot has some magic sauce that nobody else can replicate is laughable.

> The idea that Autopilot has some magic sauce that nobody else can replicate is laughable. Apparently GM's Supercruise is better, and cheaper. I got enhanced autopilot in my first Tesla. Except for changing lanes, things like summon and autopark are just toys. The auto lane chance is so glitchy I decided I was better off saving seven grand on my second Tesla. But if Enhanced Autopilot was 1-2 grand, I'd have bought…

GM’s Autonomous Cruise Program Facing NHTSA Investigation

https://www.autoweek.com/news/technology/a42268159/general-m...

Re: Investors conclude that Tesla is a carmaker, not a tech firm

#383

Earlier quoted context omitted.

> Tesla isn't able to make cars as well as the other global automakers can you please point to where you found this data? > experience in all the other areas of automotive manufacture that Tesla does not I believe Tesla is still overvalued, but in 2022 they made 1.3 million cars, so dismissing them as amateurs is simply nonsensical. In 2023, they are a major car manufacturer with tons of experience with the entire pr…

Tesla's poor fit and finish has become legendary, certainly not up to snuff compared to other automakers at their price point. They're not even up to snuff compared to automakers making cars costing half as much. Another aspect of being an automaker for which Tesla is woefully behind on is service and repair. They've gotten away with it during their first few years because their sales were low and were to enthusiasts…

Does it pale when compared to GM, which sold 70000 EVs in all of 2022?

Re: Investors conclude that Tesla is a carmaker, not a tech firm

#384

Earlier quoted context omitted.

> The mapping and charge planning on the BMW and particularly the EQE/EQS are arguably slightly superior now to Tesla Really? One of the main selling points for me is that the center screen in Teslas are actually usable, non-laggy POS like most cars these days.

I think everyone else just turns on CarPlay / Android Auto and forgets they have an infotainment system.

Which can be a great way to save a few bucks in areas of the world that charge higher registration fees for vehicles that have built-in SatNavs. I've had no issues with Android Auto wrt navigation or music.

Re: Investors conclude that Tesla is a carmaker, not a tech firm

#385
post #357

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Most of them would rather have buttons on their doors to control the things that have been controlled that way for generations, though. You shouldn't have to hunt through a menu to lock a door.

Why do you have to manually lock a car door? I’ve never pressed the lock/unlock icon on the screen in 4 years of driving my Model 3. But by the way, you don’t have to hunt thru a menu for it, the lock status icon is pressable and it’s always on the home screen. Lock and unlock is like start and stop buttons. Almost totally extraneous and easily inferred 99% of the time.

> Why do you have to manually lock a car door? I’ve never pressed the lock/unlock icon on the screen in 4 years of driving my Model 3.

Conveniently accessible manual door lock/unlock mechanisms become non-negotiable the moment your software-based power-dependent interface becomes inoperable, especially if that's during some emergent crisis like say a giant lithium battery letting the smoke out.

This isn't just some hypothetical:

https://stealthoptional.com/news/tesla-driver-trapped-in-bur...

Re: Investors conclude that Tesla is a carmaker, not a tech firm

#386
post #370

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Supercharger network is also much better than the other networks in Europe as well in the current state.

Yeah, but there it doesn't matter. You can take your €15k Dacia Spring there and use the Tesla chargers :-)

It's true, but the cost is much higher. Normally I see folks using another vendor nearby in the same parking lot as as the Supercharger as they can get a better rate. In the future I think the other vendors will catch up unless some EV bubble bursts.

Re: Investors conclude that Tesla is a carmaker, not a tech firm

#387

Every time there is an article about Tesla, the vast majority of comments here are either too critical, too ignorant, or just FUD. It's too unbalanced, no other company (good or bad) gets such bad treatment here. I see many of the HN audience here are just repeating the media narrative without their own experience or even trying to understand the topic. Yes, Tesla is moving at the forefront of EV development, and yes…

Musk has decided to be a highly visible CEO. He regularly makes strong, often controversial, statements and is constantly in the media cycle. When all eyes are on you you get higher highs but also lower lows. This is why a lot of CEOs prefer to keep a low profile.

Re: Investors conclude that Tesla is a carmaker, not a tech firm

#388

Earlier quoted context omitted.

I think everyone else just turns on CarPlay / Android Auto and forgets they have an infotainment system.

Aside from playing music and texts, I prefer the native functions in my Ford system, over the Android Auto.

Can you name a few? Ford's maps being better than GMaps would be very surprising.

Re: Investors conclude that Tesla is a carmaker, not a tech firm

#389
post #372
post #326

Earlier quoted context omitted.

Tesla is far behind everyone else on navigation due to the simple fact that Teslas do not have Carplay. There's no Waze on Teslas, how can you drive without it? But here's how the current Mercedes navigation looks https://www.youtube.com/watch?v=DCgy3askMcM The AR stuff works really well and is arguably way ahead of anything Tesla offers.

Hard disagree on this one. I have both a 2021 Tesla Model Y and a 2021 Toyota Rav4 Hybrid. Overall, the Tesla system is much better than the Toyota Infotainment system. For example: * Tesla maps has a much better zoom/scroll feature (faster, more detail, smoother). The Toyota map requires you to hit the "zoom" button and then click zoom-in/out * The calendar tool built into the Tesla allows me to easily navigate to t…

None of what you listed is applicable to Android Auto/CarPlay, which is exactly what parent was saying. For Android Auto it is a $100 device to make the system wireless so you don't have to pull your phone out of your pocket.

Re: Investors conclude that Tesla is a carmaker, not a tech firm

#390

Earlier quoted context omitted.

Yeah well that they omit a windshield wiper stalk is also idiotic and furthermore outright dangerous. I've done overtakes next to trailers some times in heavy rain where in a second I had to hit the wiper stalk to max. Relying on their camera -based AI to do that (yes they skip on the cost of the industry standard IR sensor for rain detection) is crazy. A german guy actually died a few years back because he was searc…

The charitable take on this is that it's an optimistic design that anticipates a future where an AI will deal with all these minor decisions. The cynical take is that it's a cost cutting measure so Tesla can sell cheaply-made cars at premium prices.

That's not charitable, that's deluded. There's nothing charitable about giving you an inferior product in the name of a hope that at some point in the future, other things will be done just as poorly.
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