Tesla should have had a new car model by now. Something comparable to BYD's midrange cars.
Or a useful delivery van. Or a new roadster. Or something.
For some reason, most of the Cybertrucks seem to have disappeared. A year ago, they were common on Silicon Valley roads. Now I see more driverless Waymos mid-peninsula than Cybertrucks.
It's been raining lately; maybe people don't want to take them out.
As for the value being in self-driving, there's no moat there. Ford and Mercedes have SAE level 3 systems about as good as Tesla's. Several Chinese auto companies have systems. Toyota is partnering with Waymo. Level 3 is just another car option.
It's 2026. Where are the Musk-promised Robotaxis? Do they have anything, anywhere, in revenue service with no driver in it? In this area, there is a moat, and Waymo is behind it.
There are at least eighteen companies with demo humanoid robots good enough to have Youtube videos.
Again, Tesla has no moat. As far as I know, there are zero autonomous humanoid robots generating revenue. Autonomous human robots are going to be a thing, but probably about 5-10 years out.
And the door problem. There was no US regulation prohibiting a car door that can't be opened in an emergency because nobody was ever dumb enough to make one. Regulations are written in blood.
Consumer Reports: "On a newer Tesla Model Y, remove the mat from the bottom of the rear door pocket, press the red tab to remove an access door that reveals a mechanical release cable, and pull the cable."
Musk's politics and the fact that Cybertrucks didn't live up to any of its hype and turned into a heap of recalls didn't turn out to be the flex people thought it would be.
People who claim Ford and Mercedes have systems as good as Tesla haven't personally taken a currently shipping v14 FSD trip and then personally used Ford and Mercedes systems.
I see Cybertrucks many times a day in San Francisco and on the 101. I took a Robotaxi ride in SF last week. It was cheaper than Uber and Waymo but I am hoping they bring back the 2014 price wars of Uber/Lyft.
I think Musk's pay is $1/yr.
Tesla should have had a new car model by now. Something comparable to BYD's midrange cars. Or a useful delivery van. Or a new roadster. Or something.
For some reason, most of the Cybertrucks seem to have disappeared. A year ago, they were common on Silicon Valley roads. Now I see more driverless Waymos mid-peninsula than Cybertrucks. It's been raining lately; maybe people don't want to take them out.
As for the value being in self-driving, there's no moat there. Ford and Mercedes have SAE level 3 systems about as good as Tesla's. Several Chinese auto companies have systems. Toyota is partnering with Waymo. Level 3 is just another car option.
It's 2026. Where are the Musk-promised Robotaxis? Do they have anything, anywhere, in revenue service with no driver in it? In this area, there is a moat, and Waymo is behind it.
There are at least eighteen companies with demo humanoid robots good enough to have Youtube videos. Again, Tesla has no moat. As far as I know, there are zero autonomous humanoid robots generating revenue. Autonomous human robots are going to be a thing, but probably about 5-10 years out.
And the door problem. There was no US regulation prohibiting a car door that can't be opened in an emergency because nobody was ever dumb enough to make one. Regulations are written in blood.
Consumer Reports: "On a newer Tesla Model Y, remove the mat from the bottom of the rear door pocket, press the red tab to remove an access door that reveals a mechanical release cable, and pull the cable."
Musk is getting paid how much for this?