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I watched the recent Munro inspection of the Taycan’t and it was just embarrassing how poor it was from an Engineering perspective. Legacy auto is going to get

I watched the recent Munro inspection of the Taycan’t and it was just embarrassing how poor it was from an Engineering perspective. Legacy auto is going to get their lunch eaten soon. I even saw a snarky Reddit comment last week about how Tesla is doomed as they “only do like 1.5M a year vs Ford’s 4.2M year”. It’s like these people were born yesterday, they have no historical understanding or sense of progression. They live in a perpetual present, unable to see the bolder coming until it hits them. So many shorts have already be wrecked, and now a whole new generation is about to get to the “find out” stage.

10u152 3y ago
I have great respect for Munro but being giddy about Telsa competition getting “wrecked” is the wrong attitude. More competition in the market is always good for consumers. We need more manufacturers doing more R&D and building competitive products. We shouldn’t applaud giving up or pulling out of the EV market.
- deleted 3y ago
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- schiffern 3y ago
  >>So many shorts have already been wrecked >being giddy about Telsa competition getting “wrecked” Except that's not what they said. If you're a capital allocator and you allocate capital badly, you're going to have a bad time. You had one job... I have slightly more sympathy for the automakers, but ultimately they're also sleeping in a bed of their own making. They dragged their feet (and/or actively fought electrification, a highly immoral choice given the impending climate chaos) for literally decades, and this is the entirely predictable outcome. On second thought, I changed my mind. I have zero sympathy for the (as historical experience has now revealed) lying lazy legacy automakers. Time for that "creative destruction" we're always hearing about.
TheLoafOfBread 3y ago
Munro was and likely still is invested in Tesla stock. So any critique of competition from him should be considered extremely biased. https://www.reddit.com/r/RealTesla/comments/kxj0or/twitter_sandy_munro_admits_to_owning_and/ https://www.reddit.com/r/RealTesla/comments/kxj0or/twitter_s...

10u152 3y ago

I have great respect for Munro but being giddy about Telsa competition getting “wrecked” is the wrong attitude. More competition in the market is always good for consumers. We need more manufacturers doing more R&D and building competitive products. We shouldn’t applaud giving up or pulling out of the EV market.

deleted 3y ago
[deleted]
schiffern 3y ago
>>So many shorts have already been wrecked >being giddy about Telsa competition getting “wrecked” Except that's not what they said. If you're a capital allocator and you allocate capital badly, you're going to have a bad time. You had one job... I have slightly more sympathy for the automakers, but ultimately they're also sleeping in a bed of their own making. They dragged their feet (and/or actively fought electrification, a highly immoral choice given the impending climate chaos) for literally decades, and this is the entirely predictable outcome. On second thought, I changed my mind. I have zero sympathy for the (as historical experience has now revealed) lying lazy legacy automakers. Time for that "creative destruction" we're always hearing about.

TheLoafOfBread 3y ago

Munro was and likely still is invested in Tesla stock. So any critique of competition from him should be considered extremely biased. https://www.reddit.com/r/RealTesla/comments/kxj0or/twitter_sandy_munro_admits_to_owning_and/ https://www.reddit.com/r/RealTesla/comments/kxj0or/twitter_s...