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It was encouraging to hear an exec from Ford recently say essentially this in an interview. The legacy manufacturers seem to realize that Tesla is eating their

It was encouraging to hear an exec from Ford recently say essentially this in an interview. The legacy manufacturers seem to realize that Tesla is eating their lunch because of their lack of vertical integration. It’s not going to be an easy problem to solve but will be interesting to see what effort achieves.

cusaitech 1y ago
Was it the one with Verge?
metadat 1y ago
[flagged]
- brightball 1y ago
  It’s led to some great deals
- lotsofpulp 1y ago
  https://ir.tesla.com/press-release/tesla-first-quarter-2025-production-deliveries-and-deployments https://ir.tesla.com/press-release/tesla-first-quarter-2025-... Apparently, 300k+ people in 2025 Q1, and that is with a refresh in the most popular model happening in March (presumably people who would have bought held off until the new one came out and will buy in Q2 or beyond). For comparison, this is 2024 Q1: https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-first-quarter-2024 https://ir.tesla.com/press-release/tesla-vehicle-production-...
  - deleted 1y ago
    [deleted]
- LeonM 1y ago
  I don't understand this sentiment. Should all VW drivers have a "I hate Hitler" sticker on their car too? Because in case you aren't aware: VW was started by the German Labour Front (part of the Nazi party). Adolf Hitler himself oversaw early development of the first models. Why the need to apologize for the CEO of the company that you buy products from? Should we also have an "I hate Foxconn" sticker on every Apple device?
  - __m 1y ago
    [flagged]
  - gizmo 1y ago
    After WW2 Volkswagen didn't change their name or Nazi branding (if you haven't seen the uncropped version of the VW logo you're in for a surprise) exactly because people in Allied countries refused to buy German cars after the war. Even if VW or BMW or Mercedes had rebranded and apologized it would have made no difference. Their ties with Nazi leadership was too strong for any apology to be credible. What Frenchman would buy a Nazi car over a French car in 1950s? And so the German car companies focused on domestic sales, which meant they had to appeal to humiliated (former) Nazis for sales for which any rebranding would have been a negative. German car companies absolutely were boycotted after WW2 in much of Europe (and rightly so) and boycotting Tesla for Musk's antics is consistent with that.
  - lompad 1y ago
    [flagged]
    - graemep 1y ago
      > Because tesla as a brand is uniquely tied to musk. Which is because he is in the media a lot. I can understand the impact on your brand as things are, but it would be interesting to see how well other manufacturers would stand up to scrutiny. > musk wasn't tesla's face and main profiteer of any purchase. The face bit of it makes sense. As for "main profiteer", he is the single largest shareholder, but its about 13% shareholding - 87% of the profits belong to other people.
      - sidibe 1y ago
        Even ignoring his initial shares from funding Tesla, he has been compensated more than Tesla has ever made in profits
        lotsofpulp 1y ago
Alive-in-2025 1y ago
Tesla was eating their lunch in terms of software, integration, capabilities, apps. Then rivian came along and a few other companies doing a much better job than the awful legacy companies. Now of course tesla/musk are destroying themselves through various idiotic actions. Sales are dropping through the roof. But the technical quality of the software ecosystem (car, web, app) is still better than all the incumbents. Think about Rivian getting a billion dollars from VW for their much better ECU and and software integration, for example. I feel like Rivian is almost as good as tesla. Tesla still has all that, even as the company is in awful shape sales wise. Lucid seems to be better than the legacy auto, but I haven't looked into it as closely.
- lotsofpulp 1y ago
  Rivians and Lucids cost tens of thousands of dollars more than 95% (not an exaggeration) of Teslas. Completely different markets (and size of market).
pjc50 1y ago
BYD would eat their lunch even more if they were allowed to.

cusaitech 1y ago

Was it the one with Verge?

metadat 1y ago

[flagged]

brightball 1y ago
It’s led to some great deals
lotsofpulp 1y ago
https://ir.tesla.com/press-release/tesla-first-quarter-2025-production-deliveries-and-deployments https://ir.tesla.com/press-release/tesla-first-quarter-2025-... Apparently, 300k+ people in 2025 Q1, and that is with a refresh in the most popular model happening in March (presumably people who would have bought held off until the new one came out and will buy in Q2 or beyond). For comparison, this is 2024 Q1: https://ir.tesla.com/press-release/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-first-quarter-2024 https://ir.tesla.com/press-release/tesla-vehicle-production-...
- deleted 1y ago
  [deleted]
LeonM 1y ago
I don't understand this sentiment. Should all VW drivers have a "I hate Hitler" sticker on their car too? Because in case you aren't aware: VW was started by the German Labour Front (part of the Nazi party). Adolf Hitler himself oversaw early development of the first models. Why the need to apologize for the CEO of the company that you buy products from? Should we also have an "I hate Foxconn" sticker on every Apple device?
- __m 1y ago
  [flagged]
- gizmo 1y ago
  After WW2 Volkswagen didn't change their name or Nazi branding (if you haven't seen the uncropped version of the VW logo you're in for a surprise) exactly because people in Allied countries refused to buy German cars after the war. Even if VW or BMW or Mercedes had rebranded and apologized it would have made no difference. Their ties with Nazi leadership was too strong for any apology to be credible. What Frenchman would buy a Nazi car over a French car in 1950s? And so the German car companies focused on domestic sales, which meant they had to appeal to humiliated (former) Nazis for sales for which any rebranding would have been a negative. German car companies absolutely were boycotted after WW2 in much of Europe (and rightly so) and boycotting Tesla for Musk's antics is consistent with that.
- lompad 1y ago
  [flagged]
  - graemep 1y ago
    > Because tesla as a brand is uniquely tied to musk. Which is because he is in the media a lot. I can understand the impact on your brand as things are, but it would be interesting to see how well other manufacturers would stand up to scrutiny. > musk wasn't tesla's face and main profiteer of any purchase. The face bit of it makes sense. As for "main profiteer", he is the single largest shareholder, but its about 13% shareholding - 87% of the profits belong to other people.
    - sidibe 1y ago
      Even ignoring his initial shares from funding Tesla, he has been compensated more than Tesla has ever made in profits
      - lotsofpulp 1y ago

Alive-in-2025 1y ago

Tesla was eating their lunch in terms of software, integration, capabilities, apps. Then rivian came along and a few other companies doing a much better job than the awful legacy companies. Now of course tesla/musk are destroying themselves through various idiotic actions. Sales are dropping through the roof. But the technical quality of the software ecosystem (car, web, app) is still better than all the incumbents. Think about Rivian getting a billion dollars from VW for their much better ECU and and software integration, for example. I feel like Rivian is almost as good as tesla. Tesla still has all that, even as the company is in awful shape sales wise. Lucid seems to be better than the legacy auto, but I haven't looked into it as closely.

lotsofpulp 1y ago
Rivians and Lucids cost tens of thousands of dollars more than 95% (not an exaggeration) of Teslas. Completely different markets (and size of market).

pjc50 1y ago

BYD would eat their lunch even more if they were allowed to.