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Master Plan, Part Deux

tesla.com

11–20 of 705 posts

Re: Master Plan, Part Deux

#11
I'm on board with most of this. The goals here are obviously ambitious by any standard, and would seem totally absurd if put forth by anyone who didn't happen to berth a private spacecraft with the ISS earlier this morning.

Re: Master Plan, Part Deux

#13
Uber is betting on car manufacturers to have autonomous driving in place, while it builds up a worldwide user base of logistics (moving people and goods from X to Y). It doesn't care if vehicles are driven by a horse or by electricity.

Tesla is building the vehicles and energy source for the vehicles, and building the autonomy in to them, but it's betting on a user-base acquisition via hardware (vehicle) ownership and/or eventually some form of subscription to the "Tesla" club.

Carbon-based fuel(s) will eventually run out. Tesla via SolarCity will be in an incredible position of offering energy, so I'll be looking at how well their plan of putting Solar on every roof works rather than autonomy / vehicle manufacturing / sales. I think this is likely going to be their make or break asset.

Re: Master Plan, Part Deux

#14

To anyone who's paid close attention to Tesla and to Elon's various offhand remarks to the press and on Twitter, this was all easy to see coming, every bit of it. But now that he's confirmed it all officially: this NUTS . This is so awesome. The press is going to go crazy with this. I wonder what will happen to Uber...seems like it will be hard for them to compete with the rates of cars that don't have to pay their d…

Uber's been likely working on self-driving cars, potentially in partnership with Google. What Tesla has as an advantage though, is an assembly line to produce lots of quality cars. In other words, Tesla will likely be ready for the future of transportation before Uber.

Re: Master Plan, Part Deux

#15
> We expect that worldwide regulatory approval will require something on the order of 6 billion miles (10 billion km). Current fleet learning is happening at just over 3 million miles (5 million km) per day.

This seems very significant for Tesla vs competitors. Yes Google has a strong technology lead today, but how long will that last when Tesla is collecting more miles of data every day than Google has collected in 5 years? (Sincere question) Not to mention Apple and existing car vendors, who each have 0 million miles of experience.

Tesla should reach 6 billion miles very quickly once the model 3 is out.

Re: Master Plan, Part Deux

#16

Meh. Sure, stuff sounds neat, but where are you going to get the capital from? Another secondary share offering? I guess the most concrete thing I saw was new factory for Model 3. Shouldn't that be your only priority? Not designing an electric semi truck on paper to entice Joe Q Public into stepping up for another secondary share offer?

I swear to god he could do it all just as described and there will still be people who have nothing to say but "meh." Blows my mind.

Natural counter to the people who worship at the feet of their god king musk.

Re: Master Plan, Part Deux

#18
post #10

Earlier quoted context omitted.

I swear to god he could do it all just as described and there will still be people who have nothing to say but "meh." Blows my mind.

It's almost as if some people are skeptical!

It's almost as if he's delivered on everything he promised while running the two most difficult companies in America simultaneously!

"We'll never have reusable rockets, what a joke..."

Re: Master Plan, Part Deux

#19

To anyone who's paid close attention to Tesla and to Elon's various offhand remarks to the press and on Twitter, this was all easy to see coming, every bit of it. But now that he's confirmed it all officially: this NUTS . This is so awesome. The press is going to go crazy with this. I wonder what will happen to Uber...seems like it will be hard for them to compete with the rates of cars that don't have to pay their d…

Yeah this is so awesome. SWEET!

Re: Master Plan, Part Deux

#20
I hear about bus drivers and truck drivers getting into accidents due to drowsiness enough that it's a constant worry whenever I'm on the highway next to one. I wonder if I'd feel safer if i saw a Tesla Semi knowing that were wasn't a human behind the wheel.

Should autonomous vehicles be identified as such (special lights or label) so that real humans can know not to be erratic around it?

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