3 ms·

Too little, too late. This is General Motors facing Tesla, only this time Tesla is open source. And moving at the speed of light. If G. is to catch up, it's goi

by jaggs 3y ago

Too little, too late. This is General Motors facing Tesla, only this time Tesla is open source. And moving at the speed of light. If G. is to catch up, it's going to have to deploy some heavyweight cash to lobby for an AI slowdown. But of course in an international arms race, that's not really going to work either. All bets are off really. Buckle up!

Bonus20230510 3y ago
[flagged]
- jaggs 3y ago
  [flagged]
akomtu 3y ago
MS, who owns ChatGPT, is deeply integrated into gov structures, while Google has been out of favor since Dragonfly. MS will outlobby G without even trying.
- sidibe 3y ago
  I think you mean whatever cloud project was going to be used by the military that got nixed by angry employees rather than Dragonfly. Dragonfly was an attempt to get a China-compliant version of search that also got ended when it became known to employees. If the government cared about that they wouldn't do business with Microsoft, Bing has always been available in China.
edmundsauto 3y ago
I don't know if it's clear that Tesla is beating GM unless you assume the growth curves for both are stable. My guess is that Tesla's growth slows until they stabilize around the 3rd-5th largest automaker. (GM shipped 6M cars in '22, Tesla was at 1.3M) It seems very possible, to me, that Tesla's growth slows. I don't think we can rely on Elon's marketing brilliance to bring another growth spurt - he appears distracted and unstable.
- oceanplexian 3y ago
  GM shipped 6M cars, of which 5,560,000 were gasoline powered cars. The real question is not if GM is a larger car company but can they produce EVs, at scale, and sell them for a profit? The clock is ticking until gasoline cars are made illegal or taxed out of existence, no brilliance required. All Tesla has to do is wait.
  - edmundsauto 3y ago
    The clock might be ticking, but my guess is it’s farther out than the current timelines. We will hit a capacity issue with our current grid. Opinions can differ if Teslas early lead on EVs is sufficient to overcome their eccentric CEO, terrible repair options, and low build quality. Personally, I think that will be harder for them to pivot - and more important at 5x current scale - than GM switching to electric.
- hammyhavoc 3y ago
  [flagged]

by jaggs 3y ago

Bonus20230510 3y ago

[flagged]

jaggs 3y ago
[flagged]

akomtu 3y ago

MS, who owns ChatGPT, is deeply integrated into gov structures, while Google has been out of favor since Dragonfly. MS will outlobby G without even trying.

sidibe 3y ago
I think you mean whatever cloud project was going to be used by the military that got nixed by angry employees rather than Dragonfly. Dragonfly was an attempt to get a China-compliant version of search that also got ended when it became known to employees. If the government cared about that they wouldn't do business with Microsoft, Bing has always been available in China.

edmundsauto 3y ago

I don't know if it's clear that Tesla is beating GM unless you assume the growth curves for both are stable. My guess is that Tesla's growth slows until they stabilize around the 3rd-5th largest automaker. (GM shipped 6M cars in '22, Tesla was at 1.3M) It seems very possible, to me, that Tesla's growth slows. I don't think we can rely on Elon's marketing brilliance to bring another growth spurt - he appears distracted and unstable.

oceanplexian 3y ago
GM shipped 6M cars, of which 5,560,000 were gasoline powered cars. The real question is not if GM is a larger car company but can they produce EVs, at scale, and sell them for a profit? The clock is ticking until gasoline cars are made illegal or taxed out of existence, no brilliance required. All Tesla has to do is wait.
- edmundsauto 3y ago
  The clock might be ticking, but my guess is it’s farther out than the current timelines. We will hit a capacity issue with our current grid. Opinions can differ if Teslas early lead on EVs is sufficient to overcome their eccentric CEO, terrible repair options, and low build quality. Personally, I think that will be harder for them to pivot - and more important at 5x current scale - than GM switching to electric.
hammyhavoc 3y ago
[flagged]