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I think Tesla is being outcompeted, has fallen behind, and is now going all in on pipe dreams rather than producing a car that competes in quality to other car

I think Tesla is being outcompeted, has fallen behind, and is now going all in on pipe dreams rather than producing a car that competes in quality to other car manufacturers.

Waterluvian 2y ago
I’m not sure that’s necessarily a bad thing for them. I don’t think they’re capable of competing with the giants conventionally. They have to remain unique in some subjective way. I’m not sure it will make a good product, though.
snapplebobapple 2y ago
I think that is true on looks and some parts of the cabin aesthetic (ie no turn signal stalk is stupid) but the ubderlieing tech is still atleast a decade ahead of everybody (electric motors, battery pack, etherloop instead of canbus, rapidly approaching full 48v across all systems, maybe self driving. etc.). I think you will see the next couple refreshes fix a bunch of the more glaring aesthetic problems and the much ahead tech will continue to make the cars the most profitable as they ratchet down prices squeexing everyone else.
- bbatha 2y ago
  > but the ubderlieing tech is still atleast a decade ahead of everybody (electric motors, battery pack, etherloop instead of canbus, rapidly approaching full 48v across all systems, maybe self driving. etc.). - motors are about the same as their competitors in the same price range - same with batteries, though they have more US capacity to build batteries. However, there is a ton of domestic battery manufacturing capacity coming online in the next year or two. - etherloop is better than than canbus, as is 48v on a technical level. But its also currently a competitative disadvantage for Tesla, they are missing out on economies of scale because they can't share components with ICEs. To maintain dominance they need to do a lot better in the budget space. - full self-driving is vaporware at best, and other manufacturers are catching up to what's actually available -- mercedes is the only level 3 certified brand

I think Tesla is being outcompeted, has fallen behind, and is now going all in on pipe dreams rather than producing a car that competes in quality to other car manufacturers.

Waterluvian 2y ago

I’m not sure that’s necessarily a bad thing for them. I don’t think they’re capable of competing with the giants conventionally. They have to remain unique in some subjective way. I’m not sure it will make a good product, though.

snapplebobapple 2y ago

I think that is true on looks and some parts of the cabin aesthetic (ie no turn signal stalk is stupid) but the ubderlieing tech is still atleast a decade ahead of everybody (electric motors, battery pack, etherloop instead of canbus, rapidly approaching full 48v across all systems, maybe self driving. etc.). I think you will see the next couple refreshes fix a bunch of the more glaring aesthetic problems and the much ahead tech will continue to make the cars the most profitable as they ratchet down prices squeexing everyone else.

bbatha 2y ago
> but the ubderlieing tech is still atleast a decade ahead of everybody (electric motors, battery pack, etherloop instead of canbus, rapidly approaching full 48v across all systems, maybe self driving. etc.). - motors are about the same as their competitors in the same price range - same with batteries, though they have more US capacity to build batteries. However, there is a ton of domestic battery manufacturing capacity coming online in the next year or two. - etherloop is better than than canbus, as is 48v on a technical level. But its also currently a competitative disadvantage for Tesla, they are missing out on economies of scale because they can't share components with ICEs. To maintain dominance they need to do a lot better in the budget space. - full self-driving is vaporware at best, and other manufacturers are catching up to what's actually available -- mercedes is the only level 3 certified brand