3 ms·
You are confusing speed of iteration with speed of announcements. There is a lot of stuff that happens, like research and process building, at a big "slow" comp
by sidibe 4y ago
You are confusing speed of iteration with speed of announcements. There is a lot of stuff that happens, like research and process building, at a big "slow" company like Google that Tesla doesn't even realize is needed yet. Tesla makes a stream of wildly optimistic announcements that makes it feel like it's closing the gap with Waymo for example, but there's no evidence that it is
- alfor 4y agoThe iterations happen way faster too. Look at Munro teardown of Tesla, he has never see a tenth of that rate of change ever. Look at what SpaceX accomplished. Look where OpenAI is given the time it’s been operating. Look at Tesla rate of production increase. It’s going to be very hard to compete with Tesla at this point. So much ressources, so much bright engineers, all the knowledge in manufacturing, all the training on vision, etc.
- sidibe 4y agoI guess the difference is you think they have more resources, more bright engineers, and I'm quite certain they don't. I'd guess Tesla has several times less engineers working on FSD than Waymo and making much lower salaries, and they are spread across large parts of the stack that Waymo can just tap into Google for.
- alfor 4y agoNo the main difference is the mindset of the place, the culture. Nokia, Blackberry didn’t overtake Apple, why? Culture. But before Tesla had more limited resources, now it’s almost a non issue.