Well I’m a Tesla employee and I started looking for a new job today. There’s a lot of smart people who see where this is going.
Weren’t there also disclosure documents a couple of years ago when they were trying to license autopilot that said they believed internally they were at level 2 as opposed to 4/5? (I might be remembering this part wrong)
If robo-taxis were ready with the kind of economics outlined by Musk it would be financially irresponsible to actually sell the cars to others instead of just building a massive Tesla fleet and pivoting towards transportation services.
Tesla's still selling their cars? If so, then they're not robo-taxis.
Edit: The other option for Tesla would be selling the cars for a high enough premium to offset the lost taxi revenue. The fact that Tesla seems to be in a price war with other EV makers is not a promising sign for robo-taxis.
Not even their Supervised Full Self Driving does that
I think it is still overpriced and can drop further, but it has lost its shine. They will make less money from offering, and it would probably tank the stock. And there is no sign they need the money.
Compare this to Toyota, who sold 11 million cars last year (~20x Tesla), is worth $385 billion.
It is still grossly over valued.
The smart people left years ago and started working at Lucid and elsewhere. All the people who had talent got sick of Musk's shit, saw the company stagnating, and left for functional, non-toxic workplaces.
Tesla has spent the last ~5 years resting on its laurels, aside from (eventually) producing a pavement-queen meme vehicle that breaks down on even the simplest off-roading tests and gets stuck on beaches. Oh, and slightly tweaking the Model 3's looks, I guess that's...something.
Your cars have completely stagnant styling, terrible reliability (matched with even worse parts availability!), the worst interiors in their class, the worst build quality, and they're no longer kings in anything - not efficiency, range, performance, or charging speed.
Your company was at the forefront of removing physical switches and moving to screen-based and capacitive-touch controls, both reviled by the public and coming under increasing scrutiny by regulators.
Your cars have the highest crash rate of any automaker.
Tesla's "autopilot" has been surpassed by several manufacturers whose systems don't randomly slam on the brakes (or, for that matter, into the backs of police cruisers.)
Here's a 2008 blog post about V2G: https://www.tesla.com/blog/smarter-charging ...and sixteen years later your cars still can't do it. Hyundais and Kias can...
Your cars are still stuck on 400V (sorry, "480") architecture while years ago other companies went to 800v. VW/Audi/Porsche, Hyundai/Kia, GM, and Lucid are all on 800v. And while "V4" stations have been deployed, they're all still 400v 'under the hood'. 800v CCS has been slow to roll out, but it's actually been
If you're all so smart, why are your cars on fire sale and still selling like dogshit?
If you're all so smart, why are your cars on fire sale and still
selling like dogshit?
What I love as a "defense" from Tesla fans is when they comment that "they're not the worst for reliability, in fact they're middle to above average"...
... when compared with ICEs which are far more complex. "EVs are far simpler than ICEs, and there's far less that can go wrong with them"... if so, being in the middle of the pack with a bunch of ICEs isn't the flex it seems.