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This line of reasoning reminds me the time when Android came out and people were predicting the imminent death of then-newborn iOS. Tesla is Apple of car manufa
by m0zg 5y ago
This line of reasoning reminds me the time when Android came out and people were predicting the imminent death of then-newborn iOS. Tesla is Apple of car manufacturing. That much is pretty obvious if you drive one of their cars. They seemingly deliberately depart from what everyone else is doing. And my bet would be that they'll continue to do so, and continue building out technological capabilities that no other manufacturer would even be able to imagine, let alone build, such as e.g. their own AI training silicon, new battery tech, material science stuff, deeper automation of manufacturing, etc, etc.
That said, I don't understand their stock price either, even in the light of all that, so I don't own any of their stock.
But my next car will be a Cybertruck. Once you go electric there's really no going back. And that's how it ought to be in general: green options _must_ be better all around (perhaps with the exception of price, though I'm sure price differential will go down over time), not a fucking "tofurky" style garbage that no one would buy if it wasn't "green". Because you can make people tolerate things "for the greater good", but you can't make them like things that suck, at least not for long.
- HWR_14 5y ago> Tesla is Apple of car manufacturing. Can you explain what on earth that means? Apple makes good use of their device ecosystem, purchased app lockin and network effects to maintain an excellent position. Tesla has none of those benefits, other than their US (not EU etc. which is required to be open) supercharger network (which they promised to open to all EVs). When I read your post (e.g. it's obvious as soon as you drive one, once you go electric you never go back) and both of those sound like arguments for EVs, not Tesla. Tesla may have made those two synonymous for a while, but I cannot believe it will last. I will ask, are their departures from traditional manufacturing good? Even people I know with a Tesla that mostly has sat in a garage for its life (no need to commute during WFH because of COVID) say it's already showing extreme wear.
- m0zg 5y agoIt means they bet on vertical integration, and they make product decisions no other manufacturer has the balls to make, and win because of it. Observe how _nobody_ can make a laptop that's better than MBP in spite of having several _decades_ to observe what Apple does. The same is the case here. Tesla has insurmountable avantage in this regard simply because they are not a "traditional" car manufacturer and have no "legacy" they have to maintain. But the best explanation is to just go to a Tesla dealership and take one of their cars for a spin. It _feels_ like iPhone.
- sumedh 5y ago> Observe how _nobody_ can make a laptop that's better than MBP in spite of having several _decades_ to observe what Apple does. I have noticed it in few other industries, I just find it amazing that some companies just dont want to change when you can clearly see that your competitor has a better product.