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A lot of the infotainment can be commoditized (and should) by Android Auto and Apple Car Play instead of the various levels of awful put out by the legacy manuf

by awad 6y ago

A lot of the infotainment can be commoditized (and should) by Android Auto and Apple Car Play instead of the various levels of awful put out by the legacy manufacturers but where Tesla shines is the interplay of the actual car hardware and software for non entertainment purposes and it gets better over time. A real world example: they recently pushed an update to include the side cameras when the rear view camera is loaded https://electrek.co/2020/06/18/tesl-software-update-2020-24-new-features-camera/ https://electrek.co/2020/06/18/tesl-software-update-2020-24-... You can argue that it should have been included from the get go, but at the very least it could be after the fact, so it was.

actuator 6y ago
The example you gave is again, perfect example of something that can be commoditized and I am sure it would be commoditized quite soon. We already have traditional desktop OSs or even mobile OSs allowing OEMs to plug the hardware they bring. It would need some willingness on part of individual auto manufacturers to let go of some amount of control, but I think they would see the advantage of it.
- awad 6y ago
  Sure, it can be done and I'm all for it, but historical track record hasn't been great here with automakers keeping their systems pretty close to the chest.
  - actuator 6y ago
    Yeah, that hasn't been great. But I think as cars get more "smart" features, it would become expensive for low/mid volume manufacturers to compete against each other, specially to build an ecosystem. They will probably see the value in it, Tesla might still be at an advantage and able to nail a seamless and predictable experience as Apple was able to do on Macbooks.
    - awad 6y ago
      I'm hopeful and generally agree with your points, actually. The Tesla value prop is very much the seamless/tight experience, and that has its pros and cons much does Apple vs others. Consumers win when there's both. My overall point is that there is a slice of the market that they've so far successfully cornered and I think they'll retain it as long as they can scale the quality and service. That doesn't mean they'll dominate and leaves plenty of room for the other players who can make the transition.

by awad 6y ago

actuator 6y ago

The example you gave is again, perfect example of something that can be commoditized and I am sure it would be commoditized quite soon. We already have traditional desktop OSs or even mobile OSs allowing OEMs to plug the hardware they bring. It would need some willingness on part of individual auto manufacturers to let go of some amount of control, but I think they would see the advantage of it.

awad 6y ago
Sure, it can be done and I'm all for it, but historical track record hasn't been great here with automakers keeping their systems pretty close to the chest.
- actuator 6y ago
  Yeah, that hasn't been great. But I think as cars get more "smart" features, it would become expensive for low/mid volume manufacturers to compete against each other, specially to build an ecosystem. They will probably see the value in it, Tesla might still be at an advantage and able to nail a seamless and predictable experience as Apple was able to do on Macbooks.
  - awad 6y ago
    I'm hopeful and generally agree with your points, actually. The Tesla value prop is very much the seamless/tight experience, and that has its pros and cons much does Apple vs others. Consumers win when there's both. My overall point is that there is a slice of the market that they've so far successfully cornered and I think they'll retain it as long as they can scale the quality and service. That doesn't mean they'll dominate and leaves plenty of room for the other players who can make the transition.