The final cut of the 9th episode of the Tesla Motors Club Podcast, featuring Chad Schwitters, the former president of Plug In America, is now available. You can watch it now on YouTube or listen to it on all major podcast networks.
We all know Musk has issues with timelines so I’m not going to consider his constant missed deadlines as a smoking gun on this. Model 3 missed deadlines, Semi has missed deadlines, Space X has missed deadlines, new battery cell, etc etc etc. He keeps the hype up which drives the industry. I don’t like how that works, but it does seem to light some pressure under everyone and he does seem to have his companies work their ass off to deliver.
I have problems with the video claiming the giant stock increases and the revenue turn around as being down to FSD sales pitches (hype). It was at the same time Model 3 was being released, that’s what drove sales. Sure he probably got an extra 10k, maybe even 50k people to spend $8000 (or less at the time) to buy FSD, but that would have added at most $400M (at 50k take rate) but likely more like $160M. Selling 100,000 Model 3’s would have added $4.8 billion, and likely more. My bet would be THAT drove stock surge and helped revenues.
I have been concerned about the wide field of view out of the forward cameras and haven’t see a good break down of that via YouTube. Would be nice if Green or another hacker could show us exactly what the forward cams can see and maybe stage some tests for what it can capture at stop signs on primary (narrow) streets and wide multi-lane intersections.
I still believe Tesla and Musk will deliver on some format of FSD. Probably a version that works well outside cities sometime this year, hopefully in the next couple months. City center driving I could easily see another year. Hands off wheel is likely years down the road, but I think that’s the same with everyone.
Musk has made good (for the most part) on hardware 3.0 upgrades for those who purchased FSD and didn’t have HW3. I hope he’ll make good on any hardware sensor retrofits if needed in the future... if not, I could see lawsuits aiming to force Tesla to retrofit the sensors. (Lidar sensor, more cameras, maybe two additional wide angle ones in the forward pod facing 45 degrees off center, etc)