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It is not hard to imagine that Tesla is going to die at this rate. Where the moat? Traditional car makers are catching up on electric and already have superio

It is not hard to imagine that Tesla is going to die at this rate. Where the moat? Traditional car makers are catching up on electric and already have superior build quality. And if anything, Tesla is behind on FSD.

bin_bash 4y ago
Still superchargers for now
- foepys 4y ago
  In Europe there is regulatory pressure to open all publicly accessible charging stations to be open to all vehicles. If superchargers are Tesla's main advantage, they are not only in competition with auto makers but with all electricity providers in an increasingly competitive market.
_ea1k 4y ago
My other car with TACC and autosteer claims to be a pro pilot, but can't handle a shallow curve and also accelerates towards stopped traffic fast enough to trigger its own collision warning. Tesla will be fine.
rootusrootus 4y ago
Supercharger network is the only moat. In all other respects other EVs beat Tesla feature for feature. Maybe the gov't will squash FSD and Tesla will have an epiphany and decide to refocus their efforts on the basics where they're quickly falling behind. Hell, maybe they'll start including the better technology the competition relies on, and try to stick to just the things they're good at. Which is ... I don't know. Image seekers?
mrcwinn 4y ago
Tesla is certainly behind on FSD. What that team has produced so far is nothing short of amazing, but gosh, their boss sure hasn't helped their credibility. I can say that after experiencing the software of the BMW i4 and the Audi e-tron — holy cow, Supercharger is certainly not the only advantage of a Tesla. Audi's is laughably bad. BMW's is better than Audi's. Both are much worse than Tesla. The obvious retort there is: but Tesla's competitors will get better. And sure, they will. You're right. But Tesla likewise has their own R&D investments and unreleased products. I think sometimes when we talk about competitive landscape, we tend to say "Company B will catch up to Company A" while in our minds falsely imagining Company A as being static. Both Company A and B are moving, but in Tesla's case, they had a ten year jump on tightly integrated hardware + software. I think it's likely that continues to yield dividend.
- Der_Einzige 4y ago
  Tesla's software is also shit compared to most of the American brands, Porsche, and with 22+ MY vehicles, even Toyota/Lexus have better infotainment/software/sensors. It's literally just a good battery and good charging. That's all Elon has, and that advantage will die in 5 years.
  - Geee 4y ago
    What? I just looked at Porsche and they use the standard VW infotainment which is atrocious. In the meantime, you can play Steam games on a Tesla: https://www.youtube.com/watch?v=CEhBzX-6FjA https://www.youtube.com/watch?v=CEhBzX-6FjA

bin_bash 4y ago

Still superchargers for now

foepys 4y ago
In Europe there is regulatory pressure to open all publicly accessible charging stations to be open to all vehicles. If superchargers are Tesla's main advantage, they are not only in competition with auto makers but with all electricity providers in an increasingly competitive market.

_ea1k 4y ago

My other car with TACC and autosteer claims to be a pro pilot, but can't handle a shallow curve and also accelerates towards stopped traffic fast enough to trigger its own collision warning. Tesla will be fine.

rootusrootus 4y ago

Supercharger network is the only moat. In all other respects other EVs beat Tesla feature for feature. Maybe the gov't will squash FSD and Tesla will have an epiphany and decide to refocus their efforts on the basics where they're quickly falling behind. Hell, maybe they'll start including the better technology the competition relies on, and try to stick to just the things they're good at. Which is ... I don't know. Image seekers?

mrcwinn 4y ago

Tesla is certainly behind on FSD. What that team has produced so far is nothing short of amazing, but gosh, their boss sure hasn't helped their credibility. I can say that after experiencing the software of the BMW i4 and the Audi e-tron — holy cow, Supercharger is certainly not the only advantage of a Tesla. Audi's is laughably bad. BMW's is better than Audi's. Both are much worse than Tesla. The obvious retort there is: but Tesla's competitors will get better. And sure, they will. You're right. But Tesla likewise has their own R&D investments and unreleased products. I think sometimes when we talk about competitive landscape, we tend to say "Company B will catch up to Company A" while in our minds falsely imagining Company A as being static. Both Company A and B are moving, but in Tesla's case, they had a ten year jump on tightly integrated hardware + software. I think it's likely that continues to yield dividend.

Der_Einzige 4y ago
Tesla's software is also shit compared to most of the American brands, Porsche, and with 22+ MY vehicles, even Toyota/Lexus have better infotainment/software/sensors. It's literally just a good battery and good charging. That's all Elon has, and that advantage will die in 5 years.
- Geee 4y ago
  What? I just looked at Porsche and they use the standard VW infotainment which is atrocious. In the meantime, you can play Steam games on a Tesla: https://www.youtube.com/watch?v=CEhBzX-6FjA https://www.youtube.com/watch?v=CEhBzX-6FjA