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Shorting Tesla and spinning FUD? Tesla has been hiring people to develop their own autonomous systems. They have learned from the MobileEye interaction, Mobile
by manicdee 10y ago
Shorting Tesla and spinning FUD?
Tesla has been hiring people to develop their own autonomous systems. They have learned from the MobileEye interaction, MobileEye has their own lessons.
So now we have Tesla who make cars and have learned a lot about training autonomous vehicles, and we have MobileEye who have experience building autonomous car brains but need a car manufacturer to pair with.
Tesla has a huge technology and infrastructure advantage in BEV manufacturing experience, the established car makers have the disadvantage of being schooled in the art of manufacturing ICE vehicles. Other battery manufacturers are ramping up production, but are any of them paired with vehicle manufacturers and designing BEVs that are integrated from the ground up?
Who is designing the power electronics for these BEVs? There is another technological advantage that Tesla has: they gave had the opportunity to attract some very good power engineers. Where are the other companies going to get their talent?
- argonaut 10y agoI'm with you until you started talking electric vs. gas vehicles. That has nothing to do with autonomous vehicles.
- ams6110 10y agoI'm not an automotive engineer but it seems to me the experience of manufacturing ICE vehicles at a scale orders of magnitude higher than Tesla is not really a disadvantage. Yes the powertrain in an electric vehicle is different, but otherwise it's a car. And the big established car makers know how to make those.
- elgabogringo 10y agoShorting? not yet, but considering it. FUD? I said Tesla doesn't have any defendable moats. Reading your post I appear to be correct. All Tesla has is some additional experience and (perhaps) better talent in a few areas. All things easily addressed by investment - which it's investors are well positioned to do, better positioned than Tesla, in fact.