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- Tesla is lacking radar modules due to chip shortage - As a result, Tesla can’t make vehicles - Tesla (as always) is cutting it close to making a profit - T

- Tesla is lacking radar modules due to chip shortage - As a result, Tesla can’t make vehicles - Tesla (as always) is cutting it close to making a profit - Therefore, sell cars without radar - This “profit squeeze” is corroborated by this week’s (May 27) increase in vehicle prices by $500-$2,000, the reintroduction of enhanced autopilot for $4,000 and Elon trying to pump n dump crypto again with his “crypto eco-oversight committee”

chovybizzass 5y ago
I hate this guy now. I am hoping Bezos LEO starlink competitor will be better and cheaper. Amazon usually pretty good at middle-class price points. Also I sold all my TSLA for SPCE today
bumby 5y ago
>Tesla is lacking radar modules due to the chip shortage Is there evidence this is the motivation for the decision? I’m not skeptical, just couldn’t find it in the article. When I first read it, I assumed it a was a technology choice as there seems to be competing camps between cameras and radar. Musk has previously stated he was in the camera camp because they provide more information and I figured this was just a another step in solidifying that position.
- valine 5y ago
  The radar chip shortage is pure speculation, no official word from Tesla on it. Seems to fit though as we know some M3 and MY were waiting on a part to ship. It's likely that Tesla was close to removing radar anyway and decided to accelerate the switch to pure vision.
- sjcoles 5y ago
  Honda also announced they are removing radar and using video only adaptive cruise.
bob33212 5y ago
If in July the systems are safe and Beta FSD has improvements are you going to admit you were wrong about these things?
- chronic83027 5y ago
  > If in July the systems are safe and Beta FSD has improvements are you going to admit you were wrong about these things? Still waiting for the 2017 coast-to-coast FSD drive. https://twitter.com/elonmusk/status/866482406160609280 https://twitter.com/elonmusk/status/866482406160609280
  - bob33212 5y ago
    I'm not saying that FSD was done in 2017. But, How long are you going to hold on to that one? In 2024 when FSD is working really well are you still going to say, "Yeah I mean it work now, but what about that tweet from 2016"
    - deleted 5y ago
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    - deleted 5y ago
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    - camjohnson26 5y ago
      If 2024 comes and Musk says it’s coming in 2 weeks will you still believe him?
      - bob33212 5y ago
        If there have been no advancements between now and 2024 and then Elon says that FSD is 2 weeks away. Is that the scenario you are asking about?
        camjohnson26 5y ago
rootusrootus 5y ago
I think Tesla is very close to a do-or-die situation. They are in severe danger of being disrupted by the very automakers they took on. If they can't make a profit with the current market conditions (and they haven't, right? their profit is entirely due to credits?), I just don't think it's necessarily going to get any easier as time goes on. EVs are commodities.
- wearywanderer 5y ago
  I think you're probably right, and I came to believe this strongly when I heard about the electric F-150 a few days ago. If Ford can make a electric truck that works properly and has all the spare parts availability / 3rd party repairability of a normal truck, then cybertruck seems DOA. Some fanboys might buy it for the memes, but if I intended to buy a truck to actually use as a truck, the choice between these two manufacturers would be clear for me.
  - nickik 5y ago
    Even if you assume a conversion ratio of 20% for Cybertruck and F-150 reservation, Ford couldn't build that many EV trucks in 3 years. The idea that the Cybertruck who has 100ks of reservations and beats the F-150 on pretty much every technical metric will not sell well is just nonsense. > actually use as a truck So people who 'actually use' a truck don't want to drive long distance or transport a lot of cargo? Or charge fast if they do want to go long distances? People who want to go off-road don't want significant better clearing. People who have expensive tools or carry a lot of luggage don't want to make sure its not stolen? What's your objective measure other then the look of the Cybertruck are you applying here.
    - wearywanderer 5y ago
      > What's your objective measure other then the look of the Cybertruck are you applying here. What is your objective basis for believing I have said anything about the appearance of cybertruck? My comment talks about availability of spare parts and third party repair. Tesla vehicles are notoriously poor in these regards. You seem to have read quite a lot that I did not write (Tesla fanboys seem to do this a lot.)
qbasic_forever 5y ago
I'm surprised more folks haven't made the connection that the chip shortage is causing drastic changes to manufacturing like this. Some new trucks have gotten rid of their navigation systems, backup cameras, etc. because they can't source the chips: https://www.bloomberg.com/news/articles/2021-05-06/chip-shortage-forces-carmakers-to-strip-out-high-tech-features https://www.bloomberg.com/news/articles/2021-05-06/chip-shor... Things are getting somewhat dire for manufacturing.

chovybizzass 5y ago

I hate this guy now. I am hoping Bezos LEO starlink competitor will be better and cheaper. Amazon usually pretty good at middle-class price points. Also I sold all my TSLA for SPCE today

bumby 5y ago

>Tesla is lacking radar modules due to the chip shortage Is there evidence this is the motivation for the decision? I’m not skeptical, just couldn’t find it in the article. When I first read it, I assumed it a was a technology choice as there seems to be competing camps between cameras and radar. Musk has previously stated he was in the camera camp because they provide more information and I figured this was just a another step in solidifying that position.

valine 5y ago
The radar chip shortage is pure speculation, no official word from Tesla on it. Seems to fit though as we know some M3 and MY were waiting on a part to ship. It's likely that Tesla was close to removing radar anyway and decided to accelerate the switch to pure vision.
sjcoles 5y ago
Honda also announced they are removing radar and using video only adaptive cruise.

bob33212 5y ago

If in July the systems are safe and Beta FSD has improvements are you going to admit you were wrong about these things?

chronic83027 5y ago
> If in July the systems are safe and Beta FSD has improvements are you going to admit you were wrong about these things? Still waiting for the 2017 coast-to-coast FSD drive. https://twitter.com/elonmusk/status/866482406160609280 https://twitter.com/elonmusk/status/866482406160609280
- bob33212 5y ago
  I'm not saying that FSD was done in 2017. But, How long are you going to hold on to that one? In 2024 when FSD is working really well are you still going to say, "Yeah I mean it work now, but what about that tweet from 2016"
  - deleted 5y ago
    [deleted]
  - deleted 5y ago
    [deleted]
  - camjohnson26 5y ago
    If 2024 comes and Musk says it’s coming in 2 weeks will you still believe him?
    - bob33212 5y ago
      If there have been no advancements between now and 2024 and then Elon says that FSD is 2 weeks away. Is that the scenario you are asking about?
      - camjohnson26 5y ago

rootusrootus 5y ago

I think Tesla is very close to a do-or-die situation. They are in severe danger of being disrupted by the very automakers they took on. If they can't make a profit with the current market conditions (and they haven't, right? their profit is entirely due to credits?), I just don't think it's necessarily going to get any easier as time goes on. EVs are commodities.

wearywanderer 5y ago
I think you're probably right, and I came to believe this strongly when I heard about the electric F-150 a few days ago. If Ford can make a electric truck that works properly and has all the spare parts availability / 3rd party repairability of a normal truck, then cybertruck seems DOA. Some fanboys might buy it for the memes, but if I intended to buy a truck to actually use as a truck, the choice between these two manufacturers would be clear for me.
- nickik 5y ago
  Even if you assume a conversion ratio of 20% for Cybertruck and F-150 reservation, Ford couldn't build that many EV trucks in 3 years. The idea that the Cybertruck who has 100ks of reservations and beats the F-150 on pretty much every technical metric will not sell well is just nonsense. > actually use as a truck So people who 'actually use' a truck don't want to drive long distance or transport a lot of cargo? Or charge fast if they do want to go long distances? People who want to go off-road don't want significant better clearing. People who have expensive tools or carry a lot of luggage don't want to make sure its not stolen? What's your objective measure other then the look of the Cybertruck are you applying here.
  - wearywanderer 5y ago
    > What's your objective measure other then the look of the Cybertruck are you applying here. What is your objective basis for believing I have said anything about the appearance of cybertruck? My comment talks about availability of spare parts and third party repair. Tesla vehicles are notoriously poor in these regards. You seem to have read quite a lot that I did not write (Tesla fanboys seem to do this a lot.)

qbasic_forever 5y ago

I'm surprised more folks haven't made the connection that the chip shortage is causing drastic changes to manufacturing like this. Some new trucks have gotten rid of their navigation systems, backup cameras, etc. because they can't source the chips: https://www.bloomberg.com/news/articles/2021-05-06/chip-shortage-forces-carmakers-to-strip-out-high-tech-features https://www.bloomberg.com/news/articles/2021-05-06/chip-shor... Things are getting somewhat dire for manufacturing.