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If you follow that guy's logic, then BYD would've been steamrolling every competition left, and right, Musk included, but it doesn't happen. There are quite a
by baybal2 6y ago
If you follow that guy's logic, then BYD would've been steamrolling every competition left, and right, Musk included, but it doesn't happen.
There are quite a number of laggards in the market making decent money, and some probably have better margins than the competitors at the bleeding edge.
- hwillis 6y agoAs written, the twitter thread is basically augury. Fitting a curve does not make it true; the processes of science, reality, academic research, and human discovery do not follow neat lines. They are messy. Even economics is a hell of a lot more complex than "logarithmic increases have linear returns". You need actual engineers and scientists doing research; "cumulative kWh" is just an extremely rough proxy. There is value in plotting data like this: to dispel anecdotal notions of progress or stalls. Progress has been incremental for a long time. The future expectations are incremental. It's probably going to stay incremental for now. There is little evidence of a stall, or that Tesla suddenly tore down the walls of physics.