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I think the counter-argument would go something like "Tesla is a technology company like Apple, leading to superior product design and user experience due to mo

by laser 10y ago

I think the counter-argument would go something like "Tesla is a technology company like Apple, leading to superior product design and user experience due to more talented people and a high level of vertical integration. Thus, in the actual long-term competition of Uber/Daimler vs Lyft/GM vs Google/Ford vs Baidu/BMW (already collapsed) vs Tesla, Tesla will win due to its ability to best develop a digital vehicle experience at an affordable cost, fastest. As an example of software advantage, Tesla is currently getting more real-world training data for autonomous vehicles than every other company combined. As an example of hardware advantage, Tesla will be producing more lithium ion battery capacity from its gigafactory than the entire world could produce a few years ago. As an example of product advantage. Well, have you been inside a Tesla?" Or something like that I think... :P But who knows, maybe Faraday Future will reveal a pixie-dust powered anti-gravity sphere that will make everyone else irrelevant.

Eridrus 10y ago
I don't think Tesla has any sort of talent edge in the self-driving car space. Their original autopilot was mostly built on tech from MobileEye and from what I've heard Tesla doesn't pay great either, and unlike SpaceX their mission is not unique. Having a network of cars collecting data is great, but they may not actually be able to collect all of it simply because it is super high bandwidth, whereas those with test cars can stick a rack of disks in the car and collect all of the data.
- laser 10y ago
  Does Tesla not pay well by industry standards, or is that when comparing them to software companies? Seems like they work their employees very hard, though, so maybe they lose out on talent– on the other hand there was a time when Apple worked its employees hard and they were still able to retain top people. Regarding the data collection, that's a great point. I hope that's not the case though, as I would think the data is far more valuable than the bandwidth it's carried on. Though, I suppose the capacity simple doesn't exist to send it over the air the way you can just store locally and physically offload. Then I guess it comes down to whether the compressed data from an enormous number of vehicles still gives a significant advantage.
forgotmypw 10y ago
I'm just going to buy a Chevy and install Tesla OS on it. The forums say it works most of the time, and almost never crashes.

by laser 10y ago

Eridrus 10y ago

I don't think Tesla has any sort of talent edge in the self-driving car space. Their original autopilot was mostly built on tech from MobileEye and from what I've heard Tesla doesn't pay great either, and unlike SpaceX their mission is not unique. Having a network of cars collecting data is great, but they may not actually be able to collect all of it simply because it is super high bandwidth, whereas those with test cars can stick a rack of disks in the car and collect all of the data.

laser 10y ago
Does Tesla not pay well by industry standards, or is that when comparing them to software companies? Seems like they work their employees very hard, though, so maybe they lose out on talent– on the other hand there was a time when Apple worked its employees hard and they were still able to retain top people. Regarding the data collection, that's a great point. I hope that's not the case though, as I would think the data is far more valuable than the bandwidth it's carried on. Though, I suppose the capacity simple doesn't exist to send it over the air the way you can just store locally and physically offload. Then I guess it comes down to whether the compressed data from an enormous number of vehicles still gives a significant advantage.

forgotmypw 10y ago

I'm just going to buy a Chevy and install Tesla OS on it. The forums say it works most of the time, and almost never crashes.