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Master Plan, Part Deux

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Re: Master Plan, Part Deux

#371
post #196
post #81

Earlier quoted context omitted.

You are comparing premium tesla sedans with ford and Honda cars, of course premium car will take longer to build. Porsche for example produced 189,000 cars [1] in 2014 with 19,000 employees. And the average price of Porsche car is also lower than Tesla's. [1] - http://press.porsche.com/news/release.php?id=897

Calling it a logical fallacy that a premium car takes longer to build because it is premium.

Most of the assembly labour in order to create a Ferrari is manual labour. This is one of the reasons because they cost so much.

Oh, that and the fact that such cars can easily reach 300 km/h.

Re: Master Plan, Part Deux

#372

Earlier quoted context omitted.

1. They'll be able to line the entire trailer with batteries. Elon's pretty good at physics and engineering: if he says this can be done better than existing gas-powered semis, you're not going to be able to prove him wrong with some back-of-the-envelope arithmetic, as if he hadn't considered this. Obviously he has and knows it will work. Tesla didn't get this far on vague conjecture. 2. Maybe so, but it will happen,…

Most criticisms of Tesla are so...amateur. They try to point out obvious issues which Musk and team must have thought out on day 1. People still treat this company as if it is some stoner's living room project, not a multi-billion dollar organization that built the best electric car on the planet while its sister company built a reusable rocket

No kidding! It never ceases to amaze me! you are exactly right.

Re: Master Plan, Part Deux

#373
post #198

Earlier quoted context omitted.

Which is still not the 500000 cars/year they need.

What the? I don't think they ever guided to that number for 2016. That's ridiculous. They're right where they should be and on target.

I believe he's referring to the large number of Model 3 preorders, which Tesla probably wants to fulfill in reasonable time.

Re: Master Plan, Part Deux

#374

Earlier quoted context omitted.

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.

If Tesla can pull off this transportation + energy revolution, it would be a trillion dollar company

Exactly my thinking.

Re: Master Plan, Part Deux

#375

"I should add a note here to explain why Tesla is deploying partial autonomy now, rather than waiting until some point in the future. The most important reason is that, when used correctly, it is already significantly safer than a person driving by themselves and it would therefore be morally reprehensible to delay release simply for fear of bad press or some mercantile calculation of legal liability." That's a hell…

Here's a probably equally badly made statistic. Tesla estimates their cars had driven 130 million autopilot miles before the fatality. Some googling suggests the first non-autopilot Tesla S fatality was in july 2014 and this graph ( http://insideevs.com/wp-content/uploads/2015/06/Tesla-Model-... ) suggests that was around 400 million miles driven. So the autopilot is 3.33 times 'worse'?

Who knows, but if Tesla feels they have a moral duty to leave on autopilot if it is safer, they equally have one if it is more dangerous. It seems they are pretty happy to be in dark about which it is while they test their system.

Re: Master Plan, Part Deux

#376
post #319
post #306

Earlier quoted context omitted.

I can't figure out what you're trying to say. You think it's bad he wrote it himself, or good? Are you saying his writing it himself was a mistake, or wasn't? And it does or doesn't sound formal enough? It needs rigor and doesn't have it, or it does have it?

He should have written it with more formality and more rigor. Tesla is a public company and there is already a perception among investors that this is a facade. Musk needs to reposition Tesla as less of a personal experiment/quest and more of a legitimate enterprise that acknowledges its fiduciary duty to its shareholders. Tone and communication are very important in this regard. This release failed to adopt a tone a…

Tone, rigor, formality?

This is the same guy joking about smoking crack and listening to Tupac while writing this plan, I don't think he really cares about making a good impression to anyone

Re: Master Plan, Part Deux

#377

Earlier quoted context omitted.

Suburbs destroy public life, create anxiety and a sense of atomization, and turn natural spaces into scar tissue. Even if you could perfect transportation technology, suburbs are the least optimal configuration for humans to live in the world.

Dense urban areas create anxiety for me, while suburbs give the nice quiet retreat with plenty of open space, and no random annoyances. I bet I'm not alone in this. Don't assume that your subjective personal experiences translate to everyone. Here's a question for you. If suburbs are "the least optimal configuration", then why did urban sprawl occur in the first place? Why did so many people leave the cities and soug…

Dense urban areas provide excellent opportunity for rent seeking by urban land owners. The mobility provided the automobile (also rail and bicycles) made it practical to live outside urban areas where land is cheaper, which also permitted lower density. Urban land rent decreased significantly between the late 19th century and the mid 20th century.

The alternate future would have seen everyone living in dense urban areas paying most of their wages as rent to the descendants of gilded age land owners.

edit: spelling

Re: Master Plan, Part Deux

#378
post #16

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.

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

[deleted]

Re: Master Plan, Part Deux

#379

Earlier quoted context omitted.

Agree with part 3. I fail to see why anyone who is willing to pay a premium for a Tesla car would be willing to let random strangers into their (new) car, unless the benefits far outweighs the cost/risks, but in that case, if the other car user has to pay a high price to use a Tesla for his commute, why not just use Uber instead? This can probably only work when the car is old such that its value has already been dep…

That's the point: it's for people that want to own a Tesla but can't afford it. Not for people that can afford to own a Tesla and have it sit idle waiting for them 90% of the time (like all of today's owners).

For those that can afford it, they can send the car back for family to use.

Re: Master Plan, Part Deux

#380
post #376
post #319

Earlier quoted context omitted.

He should have written it with more formality and more rigor. Tesla is a public company and there is already a perception among investors that this is a facade. Musk needs to reposition Tesla as less of a personal experiment/quest and more of a legitimate enterprise that acknowledges its fiduciary duty to its shareholders. Tone and communication are very important in this regard. This release failed to adopt a tone a…

Tone, rigor, formality? This is the same guy joking about smoking crack and listening to Tupac while writing this plan, I don't think he really cares about making a good impression to anyone

Yea. The point is maybe he should care if he's running a company whose market capitalization is related to investor perceptions. Time will tell I guess. And, Tesla may still prevail.
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