3 ms·
Do they have the scale to achieve any sort of price advantage? 14nm NRE costs are huge.
by kingosticks 8y ago
Do they have the scale to achieve any sort of price advantage? 14nm NRE costs are huge.
- monocasa 8y agoThey're in the right ball park to see wins.
- zaroth 8y agoSamsung fabs it. Do you mean chip design and tape out NRE? Tesla spent several years designing their current chip, finishing about 1.5 years ago. They hired a industry guru to help them do it, I’m sure the financial investment was massive. Elon stated somewhat wryly “their entire expense sheet is FSD” which is to say their R&D spending in FSD dwarfs their other R&D spending. They are also already working on a Gen2 of their just released chip for the last year plus. For Tesla the hardware design is essential to achieving their goal. If they get FSD in the real world before everyone else, they can print money with the Tesla Network. And they simply can’t get there first using general purpose off the shelf hardware. It’s a core part of the competitive advantage of the Tesla fleet. The fact that you can slot this new hardware into any AP2.5+ car shipped in the last couple years is an amazing perk of owning a Tesla. No other carmaker comes close to offering this kind of long-term support with software and hardware updates to a late-model-year car.
- madengr 8y agoI assume it will be a free upgrade to those who paid for the self-driving hardware?