We are seeing a revolution in the auto industry, yes I know Tesla has been at this awhile
But, Lutz and all the Bears are forgetting to kick the tires
Lutz and Friends were absolutely correct the automotive highway is being remapped.
Unlike the movie “Mrs Robinson” referring to plastic; I want you to think of modules. For example, we have know for years that most automakers find one engine that works fantastic and then builds several models around it. Anyone can build seats, a windshield, wiper blades or what have you. The difference is not in the tires, fuel, or water/fluid used in the radiator.
Lutz talked about fleets of individualized cars or pods running ever which way ~ lose.
Technology is changing our fuel source, human vs AI driving, quality, and so much more.
Google is out there creating a driverless software program; if Apple is, they have been iQuiet on the topic. Other than Tesla, no big name auto manufacture is out there commanding the lead on a driverless/autonomous driving. If manufacturers take autonomous driving as a module, then it is perceived as a module. Just like tires, they pick a brand and include it with the end product. Yes, I know other manufacturers are trying, but have they got the on the road database that Tesla or Google has amassed?
Outside the garage, where can you charge your EV if it is not a Tesla? Traditional automakers based on fossil fuels are addicted to just producing modular cars of every make and model without regarded to a gas station. You bought the car, now find a gas station. In fact, when I first began buying cars, if there was a gallon in the tank you considered yourself lucky. I would talk about other alternative fuel sources, but then there are none making themselves readily available. Back in the late ‘60s I took a couple of college art classes. One piece I turned in was exploring drugs, which I knew nothing about, I was goodie two shoes, a square, out of it. . . anyway, I used a dark cork board background and attached a syringe, banana peel, and a spoon. I think I got a “D” and a lecture on my ignorance of the drug culture. Guess what, that is how I view the auto manufacturers today, the are making failed attempts to shift from fossil fuel to electric. They are clueless and highly resistant to making the shift in technology. If you buy an electric car from, oh pick an auto manufacturer, where are you going to charge your car from your garage in Olympia, WA to Sacramento, CA? Where?
Okay, you know most of that right? But Lutz said. . . Fine, pick an auto manufacturer of your choice and let’s build your car. Let’s say GM to make Lutz feel better. GM goes to China or Tesla to purchase their battery pack/chase. If they choose China, their system will need to conform with Tesla chargers. If they buy from Tesla, it probably costs a few bucks more ~ isn’t that how the business world works? If they do not conform to Tesla standards, they will have to install their own charging stations ~ oh dog poo. They had ample time to build them a Gigafactory. Now GM wants to add Autopilot ~ oops, I mean have autonomous/humanless driving. Where do they turn? Google, or maybe in desperation it is Tesla ~ better price than Google and brand name “autopilot.” Now, there is no longer tax incentives, because congress opted out of that back in 2017 ~ oops:-( What Joe Auto now gets to purchase is a fossil fuel hand-me-down or totally modular car that any manufacturer can toss together. Every existing auto manufacturer stands a very big chance of going the way of the evaluationary dodo bird.
Tesla has brand name in EVs ~ period. Tesla, the original, is associated with electricity for over one hundred years. Tesla is now associated with 1.9 sec ~ 0 to 60, Semi’s EV 600 mile range, Falcon Wings and total comfort. I will never buy another brand car, or I will never buy another car period.
Did Elon say to hell with the M3? I do not think so, it is not in his DNA. No, Elon said there would be a period of hell his people would go through to crank out those 5K a week numbers. I think, based on passed experience Tesla will prevail. I think if Bears want shorting profits, I would start shorting ICE manufactures. That is where the red meat is. Bears, maybe you can tell me why do you enjoy the dying salmon? Personally, I like fresh meat and salmon. Lutz and Friends are telling you already hashed over/already been chewed stuff and dreaming they might be the winners. If you really read their message;
it is like listening to island people stating water rise is due to erosion and denying the sea level is rising. Do you want a half baked modular car or a Tesla through and through technically advanced car? Kick the tires.
