Sure seems to be working for them sadly. It makes no sense what Tesla's market cap is compared to other car companies. And even compared to other tech stocks, Tesla has not contributed much to the state of tech or consumer electronics.
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Mrbrock
Active Member
If pointing out things that are incorrect is bringing the mood down, that’s sad. Ignoring common sense and real world examples that disprove things you post is just being ignorant. It’s not being excited about something coming out. Sure it’s disappointing when something doesn’t arrive as expected but it’s not someone fault for pointing that out to you. If you can’t accept criticism, keep your comments to yourself.
If your reaction is to call me a pompous clown when you have no idea who I am or what I do for a living, then it casts doubt as to your level of knowledge. There is no need for name calling when someone is just pointing out facts to refute your claims. It isn’t personal. If you can’t take criticism of your comments, please keep them to yourself. If you would like to point out facts that disprove anything I have said, please post them out and I will own my mistakes as I have done elsewhere on here.If this was the first time I've heard such doubters I'd be concerned about such a pompous lecture from some clown in the internet. However, I've been through over a dozen years of this against Tesla, starting with a Roadster reservation, some of whom actually were experts on some things.
This sounds like the doubters (without reservations) who predicted that Tesla would never make it when they had to raise the price on the Roadster.
Or what about those at ULA who declared SpaceX was incompetent when they were blowing up and crashing rockets, reaching a crescendo when they crashed the first time they tried to land on a barge.
Does anyone remember that the Model 3 was delivered earlier than initial goals/predictions?
It will be interesting to hear how this thread ages starting next week and even more interesting in about 6 to 12 months.
It is, of course, possible that the CT will be a total flop. On the other hand, as the Model S did, it could become the benchmark for the future of the pickup truck.
I'm ok though. I've been investing in popcorn for the past 3 weeks
The model 3 was released early because Tesla would not exist today if they didn’t get money to start rolling in. Early model 3 owners were early alpha testers that paid $40k plus for the privilege. The cars had horrible panel gaps and noise and many other issues. They weren’t even close to being beta or release candidates. Pat on the back for being early but shame for saddling people with all the preproduction issues.
Glad you recognize the it could be a flop. Along with acknowledging that you shouldn’t personally attack people on here for having a different opinion than yours. See above you calling me a pompous clown if you don’t think that is a personal attack.
The design is polarizing. There’s times I like it and times I don’t. I am not a doubter. I wish it delivered on its promises. However, when it is 3 years late and no sign it will meet any expectations other than the design, it moves from doubting to being realistic with expectations as to what is coming.
The stainless panels are not a skeleton, the unibody is the skeleton. Instead of aluminum and sheet metal body panels they are using stainless. No different than the Delorean. There is no reason to have a unibody if the stainless body is an exoskeleton. Things with exoskeletons don’t have internal skeletons too. Pointless extra weight.
This, 100% this.
I also am anxious to get this over with Thursday. If it has 500 mile range, great. I will be genuinely surprised and excited even though right now I don’t see it as possible. Hopefully everyone who was off in their predictions will admit that (both the “fan boys” and the “Debbie downers” your words not mine).
electrifyme
Member
Would be a big disappointment if it has less that 300 miles of range. With tow and cargo, the range would be less that 200 miles. Would be a no go for me. Thank God I'm not first. I'm sure later, they will increase range in future models.
So what have they really contributed compared to say.. nVidia, Microsoft? Apple, Intel, amd, google, etc?
The company just constantly overhypes its capabilities and releases perpetually buggy software.
Cheburashka
Active Member
Tesla basically created the mass market electric vehicle.
So they made one contribution more than 10 years ago, and I would argue that was more a smart marketing move than inventing any new tech
Xenoilphobe
Well-Known Member
I'm not a design guy, but the cybertruck looks similar to this type of design, 4.4.01:_Structural_elements_and_functions_of_the_fuselage
The "payload" is the subframe that fits inside the fuselage, or in Tesla parlance, the stainless steel exoskeleton.
Optionally as others stated above, maybe the stainless steel is just the "skin" covering the fuselage. Guess we will find out at 2PM on Thursday. I am not sure a Giga Press, which creates an aluminum die cast passenger compartment and other structural elements can be compared to traditional stamped multi-segment unibody construction, but I am sure someone here has an opinion on that. Sandy Monroe uses the term dinosaur for part pressed unibody and the evolution to world class with die casting.
The "payload" is the subframe that fits inside the fuselage, or in Tesla parlance, the stainless steel exoskeleton.
Optionally as others stated above, maybe the stainless steel is just the "skin" covering the fuselage. Guess we will find out at 2PM on Thursday. I am not sure a Giga Press, which creates an aluminum die cast passenger compartment and other structural elements can be compared to traditional stamped multi-segment unibody construction, but I am sure someone here has an opinion on that. Sandy Monroe uses the term dinosaur for part pressed unibody and the evolution to world class with die casting.
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lowtek
Active Member
I'll comment on whatever I like, thanks. If you don't like my comments please seek your safe space or you can optionally block me in the forum, in which case I'll still comment [on your posts] for everyone else to see but you.
I don't mind facts being pointed out as fiction, rather feelings being portrayed as facts ... but you somewhat made my point for me ... it hasn't arrived yet so most of this dribble is just speculation.
I think I can speak for more than a few when I say that we're here precisely to "be excited about something coming out" and we're all grown out of our diapers and can make our own decisions, regardless of the futile attempts of the "Debbie Downer Crew".
lowtek
Active Member
I for one don't expect to find out anything regarding specific engineering practices other than marketing type responses from Tesla designed to sell the product. Real design and engineering analysis will come into specific focus when someone like Munro Associates does an actual teardown and provides a real third party analysis of the design and structure of the vehicle.
Tesla has created SDVs - or Software Defined Vehicles - which no other manufacturer has really completely figured out how to replicate to date. Most other EVs do not provide regular updates to their EVs in comparison - and a good many recalls require actual dealership visits to resolve for their EVs - because their supply chain model still utilizes parts from various third parties that own the code that controls their part - therefore the manufacturer cannot upgrade or update that code via any OTA/SDV model. Farley at Ford talked about this challenge in several videos not long ago. Not saying there aren't bugs - there certainly are, as you point out, but the entire design process that Tesla has pioneered is nextgen - and most other manufacturers are now scrambling to replicate what Tesla has figured out over the past 15 years - which is why Tesla is still the only player in the automotive space that can build EVs and actually make money. It's not just a matter of economies of scale - it's using a set of entirely new and much more efficient manufacturing processes that make building EVs profitably actually feasible. This is why GM, Ford, VW, Mercedes, BMW, etc., aren't making any money on their EVs in comparison - even at scale - they will still lose money. VW all but admitted this earlier this week when the CEO announced they are no longer competitive as he looks forward to the EV transition.
Your comparisons are off base at least to me. Why attempt to compare Tesla to other companies in different industry segments such as Microsoft, NVidia, Apple, Intel, AMD and Google? Tesla is primarily an energy company with a mission to accelerate the transition to renewable energies. Obviously transitioning the transportation fleet - which produces roughly 1/3 of all carbon pollution globally, is a good place to start, hence Tesla's focus on BEVs - both consumer and commercial grade. Tesla also is focusing on robotics (automation), AI, and space travel (via SpaceX). AI seems to be the only segment where your examples apply since the big software entities are increasingly focused on the AI race as well. We are still early in the transition game for BEVs (transition of the transportation fleet), but I'll give Tesla props for doing what no other player has been able to do to date in this space. Only time will tell how this all plays out, but Tesla has inserted itself as a major player in the green energy race overall. Their commercial energy division sold 1.5bb of megapacks in Q3 2023 alone - with almost a 30% gross margin, and is increasing markedly each quarter as traditional energy companies invest in megapacks to, at least initially, eliminate peak energy plants which sit idle for the most part and are not a good investment for that reason alone. Once peak energy has been addressed (which is nowhere near completion), the focus will shift more toward replacing older energy plants (coal, oil, gas, etc.).
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I'd modify that to say that Tesla created the SDV production model, which is very different than all traditional mass production models within the automotive space today.
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zoomer0056
Active Member
Exactly what I said. They’re always lauded as a tech company, but I just don’t see what major impact they’ve had compared to the real tech companies.
Some of their automotive engineering is legitimately impressive. But the tech is 3rd rate at best.
