...he said that “solving” FSD is “really the difference between Tesla being worth a lot of money and being worth basically zero."
Why? As a consumer, I would be thrilled with an affordable vehicle with a powerful and reliable electric drivetrain, top-of-class range, comfortable features and sensible UI, and flawless fit-and-finish.
That should be what the company strives for in the medium term. Stop the fixation on tech that's a decade+ out and magnet for lawsuits and penalties from regulators. Make the best made-for-human vehicles out there, and become the most successful auto manufacturer. Keep working on moonshots but treat them as such.
Yes. Nonsense line. EVs and self-driving are orthogonal concepts. The only reason to combine them is to make a cute story for gullible buyers of Tesla cars and Tesla stock. If you assume that he knows that we know that, then he is simply pumping confidence in their ability to do self-driving. "We are all definitely drinking the cool-aid here, folks!"
Because once you have a platform for making affordable EVs, making EVs alone is a race to the bottom. Same thing as smartphones. They need moats in other highly-valuable areas to keep that share price high.
> I would be thrilled with an affordable vehicle with a powerful and reliable electric drivetrain, top-of-class range, comfortable features and sensible UI, and flawless fit-and-finish.
But Tesla is not affordable, and doesn't have flawless fit-and-finish
Why? As a consumer, I would be thrilled with an affordable vehicle with a powerful and reliable electric drivetrain, top-of-class range, comfortable features and sensible UI, and flawless fit-and-finish.
That should be what the company strives for in the medium term. Stop the fixation on tech that's a decade+ out and magnet for lawsuits and penalties from regulators. Make the best made-for-human vehicles out there, and become the most successful auto manufacturer. Keep working on moonshots but treat them as such.