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

economist.com

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

#401

Post by phpisthebest »

dylan604 wrote: post #294
phpisthebest wrote: post #159

Earlier quoted context omitted.

Pretty sure the Gigafactory in NV has LG staff inside them making the Cells, or rather running the machines that makes the cells. While it is under one roof I think there are 2 businesses inside, one LG and 1 Telsa

interesting. was not aware they were 4-walling the set up to keep them separated to that extent. does that say anything about how LG feels about the relationship with Tesla, or anything about how LG feels about the ability of Tesla employees? Are the batteries coming out of the Gigafactory only for use by Tesla, or are they making LG branded batteries to be sold to LG customers? If they are selling LG products, then…

According to Wikipedia it is Panasonic not LG but Panasonic is making the batteries in the factory.Tesla owns the land and building, and leases parts of the building to several suppliers

It is not uncommon for a manufacturer to have dedicated machines or entire factory just for one customer

[1]https://en.m.wikipedia.org/wiki/Gigafactory_Nevada

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

#402

Post by phreenet »

pengaru wrote: post #385
zaroth wrote: post #357

Earlier quoted context omitted.

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 h…

An emergency is a valid concern and I believe all cars, regardless of Tesla, that feature electronic (fancy) doors also feature physical escape latches. In the Model 3 you can pull up on a handle on the door to force the door open without the power required to first roll down the window to clear the weather seal this will also unlock the door as well.

From your own linked article:

> Juhta criticized the emergency protocol for Tesla’s electric cars, saying that it isn’t intuitive enough.

Which is kinda ironic to me considering anytime a new rider is in my car I make sure to tell them about pressing the small button to open the door because they seem to find that escape latch on their own and often think it's just a regular open door latch.

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

#403

Post by pengaru »

phreenet wrote: post #402
pengaru wrote: post #385

Earlier quoted context omitted.

> 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 h…

An emergency is a valid concern and I believe all cars, regardless of Tesla, that feature electronic (fancy) doors also feature physical escape latches. In the Model 3 you can pull up on a handle on the door to force the door open without the power required to first roll down the window to clear the weather seal this will also unlock the door as well. From your own linked article: > Juhta criticized the emergency pro…

> Which is kinda ironic to me considering anytime a new rider is in my car I make sure to tell them about pressing the small button to open the door because they seem to find that escape latch on their own and often think it's just a regular open door latch.

Is it the same in the Model Y from the article as your Model 3?

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

#404

Post by judge2020 »

mikeryan wrote: post #257
musasabi wrote: post #90

Earlier quoted context omitted.

They also have by far the best charging network. IMO Teslas have the best long range driving experience. This detail is important although not the only thing to consider. However, it looms large in how Americans think about their cars. I say this as someone who owns an electric car by a different manufacturer.

They also have by far the best charging network This isn't a defensible position though for Tesla. New charging networks are coming online at a furious rate. I'm not sure maintaining their own network makes sense unless everything becomes compatible and they use it as an additional revenue stream. But for them to compete when every other auto manufacturer is subsidizing shared networks is risky.

A pretty easy choice when the other charges don't work on some of the busiest travel days in the US: https://youtu.be/S4e8GfBzqSk

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

#405

Post by myko »

philipov wrote: post #89
JumpCrisscross wrote: post #20

Earlier quoted context omitted.

> selling tech to other companies By that measure, Apple and Google aren’t tech companies. (Apple sells devices to consumers. Google sells ads to companies.) They are. They just aren’t software companies.

Google isn't a tech company, it's an ad company. Apple is a tech company because they sell computers, which are information systems: Hardware counts. Chip manufacturers are also good examples of tech companies.

Google also sells computers, though: https://store.google.com/product/pixelbook_go?hl=en-US

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

#406

Post by judge2020 »

crypot wrote: post #328
cainxinth wrote: post #45

Earlier quoted context omitted.

> Minimalistic interiors, modern infotainment, mobile app performance None of that is why Tesla was ahead of everyone for so long. It's because their cars have better range, and Tesla is still the range leader. They held four of the top six spots in 2022, and the number one is the Lucid Air (only 3k of them have actually been sold): https://www.caranddriver.com/shopping-advice/g32634624/ev-lo... Also, I just want to…

Real world tests show something different: "Every Tesla we've tested has failed to hit its EPA range estimate" https://www.edmunds.com/car-news/electric-car-range-and-cons...

I blame the EPA just because they've allowed two sets of EPA test suites to co-exist under the same marketing term.

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

#407

Post by FpUser »

darknavi wrote: post #305
FpUser wrote: post #53

Earlier quoted context omitted.

>"I was better off saving seven grand" Seven grand for a software update sounds like a ripoff. Especially just for lane change.

Wait until you learn that "Full Self Driving" is $15,000USD right now.

If it was real, and legally letting one sleep at the wheel someone might pay for it. As it is now - meh. They can have their soft and I'll keep my 15G

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

#408

Post by judge2020 »

pengaru wrote: post #403
phreenet wrote: post #402

Earlier quoted context omitted.

An emergency is a valid concern and I believe all cars, regardless of Tesla, that feature electronic (fancy) doors also feature physical escape latches. In the Model 3 you can pull up on a handle on the door to force the door open without the power required to first roll down the window to clear the weather seal this will also unlock the door as well. From your own linked article: > Juhta criticized the emergency pro…

> Which is kinda ironic to me considering anytime a new rider is in my car I make sure to tell them about pressing the small button to open the door because they seem to find that escape latch on their own and often think it's just a regular open door latch. Is it the same in the Model Y from the article as your Model 3?

It is, but the manual latch isn't on the door at all in the back seat, so passengers are unlikely to mix it up there.

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

#409

Post by myko »

misiti3780 wrote: post #344
zethus wrote: post #239

Earlier quoted context omitted.

As a FSD purchaser, I can tell you that watching videos do not give you the full experience of sitting in the driver's seat while FSD is on. The amount of times I need to regularly overtake control in both urban and rural environments on simple turns is enough to make me not recommend the FSD option to prospective Tesla buyers. At this point, the way it's marketed, I would lean more towards scam than even gimmick.

But do you agree it's getting better with every update?

Each update is erratic with its own set of positives and negatives, I wouldn't say there is a particular trendline. Random.

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

#410

Post by scarface74 »

filoleg wrote: post #362
throwaway894345 wrote: post #151

Earlier quoted context omitted.

If it would just integrate with airplay (and whatever the Android equivalent is) then Tesla wouldn’t need to support a one-off application for every streaming service.

You don't need a one-off application for every streaming service, those are there in case you want to use them without phone at all. Bluetooth audio is a thing, and you can stream whatever audio you want from your phone to your car audio using that.

Bluetooth audio is a poor substitute for a full UI.
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