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Well Musk himself said that Tesla isn't a car company, it's a "Robotics and AI" company... maybe he just meant that they can't deliver on their orders. Then aga
by EA-3167 3y ago
Well Musk himself said that Tesla isn't a car company, it's a "Robotics and AI" company... maybe he just meant that they can't deliver on their orders. Then again they've failed to deliver on their automation promises too.
- rchaud 3y agoThey're likely pivoting to software as legacy automakers and newer Chinese entrants take the lead in mass production. Looking at how frequently Tesla is slashing prices, they may not be in the hardware business for too much longer.
- EA-3167 3y agoWhen it comes to software do they have any sort of edge/moat? I feel like Waymo and the rest could eat their lunch.
- rchaud 3y agoI would think a lot of patents related to battery tech and the charging infrastructure.
- surgical_fire 3y agoDo they own battery tech? Last I checked they relied on companies such as Panasonic for that.