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Ten years from now I think Tesla will be more of an IP and parts company. I think the big autos distribution, manufacturing and marketing capacity will start to

Ten years from now I think Tesla will be more of an IP and parts company. I think the big autos distribution, manufacturing and marketing capacity will start to overwhelm Tesla. It'll probably end up making its money licensing it's tech and making specialised parts for the rest of the industry.

thawaya3113 4y ago
Is their IP really that strong? I think the supercharger network might be a significant asset, but I’m not sure what about their IP is so unique. Tesla’s self driving efforts have still not recovered to the point they were about 5-6 years ago when they were forced to get rid of the 3rd party IP they were using. Their batteries are Panasonic. What else do they have? A performance mode that goes to 11?
- panick21_ 4y ago
  So much wrong with this comment. Their drive assistence is way better then the 3rd party system was back then. Their batteries are from panasonic, LG and CATL. In fact they are top costumers of each. And they also make their own batteries as well. Have you not updated your views from 2015? And cells are just one part, the integrated battery system is another and Tesla is very innovative there. That said they would not sell IP or parts.
MafellUser 4y ago
That goes against Tesla's original mission statements: https://www.tesla.com/en_GB/blog/all-our-patent-are-belong-you https://www.tesla.com/en_GB/blog/all-our-patent-are-belong-y... But who knows, 2014 Elon and 2022 Elon seem like two completely different persons.
bin_bash 4y ago
Don’t they open source all of their patents?
panick21_ 4y ago
People have been saying that for 15 years straight and its still totally wrong. Its the exact opposite direction Tesla has gone in. Like literally the opposite. And your are fooling yourself if you think non-Tesla companies have some magical manufacturing capacity. On an individual factory level, Tesla already makes some of the most effective factories. Given their growth they are no longer a small fish, within a year or two from now they will be one of the like Top-8 automotive groups im the world. And even if you assume the other manufacturing/markating maschines, are so good (they are not), the supplychain is not actually their for the kind of massive overtake of Tesla you imagine. Ever BEV company is only slowly growing their volume, even VW with massive investment and huge existing manufacturing can not just make millions of BEV from.1 year to another. Let alone companies like Ford, BMW and so on.

thawaya3113 4y ago

Is their IP really that strong? I think the supercharger network might be a significant asset, but I’m not sure what about their IP is so unique. Tesla’s self driving efforts have still not recovered to the point they were about 5-6 years ago when they were forced to get rid of the 3rd party IP they were using. Their batteries are Panasonic. What else do they have? A performance mode that goes to 11?

panick21_ 4y ago
So much wrong with this comment. Their drive assistence is way better then the 3rd party system was back then. Their batteries are from panasonic, LG and CATL. In fact they are top costumers of each. And they also make their own batteries as well. Have you not updated your views from 2015? And cells are just one part, the integrated battery system is another and Tesla is very innovative there. That said they would not sell IP or parts.

MafellUser 4y ago

That goes against Tesla's original mission statements: https://www.tesla.com/en_GB/blog/all-our-patent-are-belong-you https://www.tesla.com/en_GB/blog/all-our-patent-are-belong-y... But who knows, 2014 Elon and 2022 Elon seem like two completely different persons.

bin_bash 4y ago

Don’t they open source all of their patents?

panick21_ 4y ago

People have been saying that for 15 years straight and its still totally wrong. Its the exact opposite direction Tesla has gone in. Like literally the opposite. And your are fooling yourself if you think non-Tesla companies have some magical manufacturing capacity. On an individual factory level, Tesla already makes some of the most effective factories. Given their growth they are no longer a small fish, within a year or two from now they will be one of the like Top-8 automotive groups im the world. And even if you assume the other manufacturing/markating maschines, are so good (they are not), the supplychain is not actually their for the kind of massive overtake of Tesla you imagine. Ever BEV company is only slowly growing their volume, even VW with massive investment and huge existing manufacturing can not just make millions of BEV from.1 year to another. Let alone companies like Ford, BMW and so on.