https://www.theverge.com/platform/amp/2021/10/21/22738834/te...
The FUD is _insane_ with Tesla.
583 karma · joined January 15, 2012
https://www.theverge.com/platform/amp/2021/10/21/22738834/te...
The FUD is _insane_ with Tesla.
“No, you should do some basic research first.”
The FSD beta is no additional cost over the (currently) $10,000 package that adds additional AP capabilities and hardware upgrades. My computer was already upgraded for example.
Domestically we need to really increase the punishments for these and other computer crimes and step up enforcement significantly.
As such their next gen pack is a single structural member of the car and likely will not be replaceable at all.
The hard part is scaling battery cell production. The shell of the vehicle is easy to change out if people are not buying it.
So your comment is actually moot since all EV truck companies will sell as many as they can produce, the styling does not matter at all.
* An efficient EV will do less than 12kWh/100km these days.
* Utility scale solar pv cost declines have been dramatic. It is now the cheapest form of new energy to deploy.
* Developments in deep water off-shore wind have led to much larger turbines which are capturing more wind energy for longer periods of time.
* Large scale batteries are now viable as a storage mechanism for renewables and are going to rapidly replace things like peaker plants.
* Lots of new research is happening with Nuclear like thorium/molten-salt reactors which will still be important for baseload generation.
Once you know those truths, Tesla isn’t a bad choice as their computers are at least partially upgradeable and the interface changes have been decent from my perspective (although this is hugely subjective).
The stuff about twitter I am not sure. You certainly do not need kernel expertise or to use the JVM at all to build a similar product these days. It seems they could be just held back by legacy technology choices that don’t really benefit the product and which competitors probably won’t need the cost of supporting.
Companies should always be evaluating how critical their in house technology is to thier business and/or future product roadmap.
A lot of EV startups like NKLA are going to come and go but very few if any will be able to replicate Teslas success in the long term. Retail investors are not always stupid, many of the same Tesla investors have been shorting NKLA since it came on via a spac offering.
Personally I don’t always love everything Elon does but I view him in many ways as a modern day Edison. It’s always funny to me to go back and read stuff said about Edison while he was alive. I very much color my view of Musk by historical perspective and try not to get lost in present day minutia.