Even with what little I know, I think you are oversimplifying things. Turmoil wasn't just about transmission problems and delivery delays.
In an effort to try to "move on", I will hold back on what I think the other issues were.
I think you are also oversimplifying to say that the transmission problems were due to lack of R&D. As far as I was concerned, Tesla was one big R&D effort from the start. They were inventing and refining a lot of things as they went. The transmission just emerged as the most visible of the myriad hurdles they were struggling to get over.
Also, as far as many people are concerned, Tesla has been a big success so far (even considering said delays and major staff churn). They still seem to be the best thing going in the EV business at the moment.
Right from the start many said "what are they thinking?" Their effort was from left field, and had a very questionable path to success (given for example all the previous examples of automotive start-ups that failed).
In my mind one of the biggest hurdles was the fact that the venture was conceived almost like a software/internet start-up which investors traditionally expect to see gains/returns quickly. Auto manufacturers are stuck in a world of supplier limitations, regulatory delays, and other things that conspire to slow them down way more than a software or small consumer device company would have to face. Having a large group of investors anxiously watching over your shoulder puts undue pressure on people to make quick/rash decisions sometimes.
Also, from what I can tell Tesla is still able to attract talent easily.
As much as anyone, I long for the days when TM was giving us a very tantalizing blog view into their thoughts, plans and struggles, but shifting focus from bloggers to the mainstream press does make sense as they gain credibility and finally start to deliver on their promises.
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I agree with many points and statements you have made, but I have a harder time visualizing how everything will gel into something meaningful. Yes, academia, pure R&D and sales driven product development are all very different worlds. From the start I was always saying that EVs really only need direct drive gearboxes. Further research on CVTs and multi-speed gearboxes seems like a waste of time to me. As many have said time and time again the real R&D needs to happen in advanced energy storage. Many had hoped Eestor would have delivered by now. LiIon is too expensive and doesn't last long enough. Tesla has a business model that may work even with LiIon but the real tide change isn't going to happen until energy storage devices get better and cheaper.
I think Tesla has a huge uphill battle coming soon learning how to be a good customer support and post sales company. Dealing with problems and complaints of real customers is going to require the same sort of leaning curve they had to get through to figure out how to get into the auto business in the first place. Funders & early adopters are going to be more "supportive" customers, but at some point they are going to be dealing with a lot more people who have less willingness to just accept "teething pain" sorts of issues.
Martin and Marc ending up as EIRs at a VC is a healthy sign that they will be part of other interesting ventures in the not too distant future. Even if they don't show up as the visible face of a particular company they are there helping keep the big alternative energy push going. I look forward to hearing about the "next big thing".
In an effort to try to "move on", I will hold back on what I think the other issues were.
I think you are also oversimplifying to say that the transmission problems were due to lack of R&D. As far as I was concerned, Tesla was one big R&D effort from the start. They were inventing and refining a lot of things as they went. The transmission just emerged as the most visible of the myriad hurdles they were struggling to get over.
Also, as far as many people are concerned, Tesla has been a big success so far (even considering said delays and major staff churn). They still seem to be the best thing going in the EV business at the moment.
Right from the start many said "what are they thinking?" Their effort was from left field, and had a very questionable path to success (given for example all the previous examples of automotive start-ups that failed).
In my mind one of the biggest hurdles was the fact that the venture was conceived almost like a software/internet start-up which investors traditionally expect to see gains/returns quickly. Auto manufacturers are stuck in a world of supplier limitations, regulatory delays, and other things that conspire to slow them down way more than a software or small consumer device company would have to face. Having a large group of investors anxiously watching over your shoulder puts undue pressure on people to make quick/rash decisions sometimes.
Also, from what I can tell Tesla is still able to attract talent easily.
As much as anyone, I long for the days when TM was giving us a very tantalizing blog view into their thoughts, plans and struggles, but shifting focus from bloggers to the mainstream press does make sense as they gain credibility and finally start to deliver on their promises.
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I agree with many points and statements you have made, but I have a harder time visualizing how everything will gel into something meaningful. Yes, academia, pure R&D and sales driven product development are all very different worlds. From the start I was always saying that EVs really only need direct drive gearboxes. Further research on CVTs and multi-speed gearboxes seems like a waste of time to me. As many have said time and time again the real R&D needs to happen in advanced energy storage. Many had hoped Eestor would have delivered by now. LiIon is too expensive and doesn't last long enough. Tesla has a business model that may work even with LiIon but the real tide change isn't going to happen until energy storage devices get better and cheaper.
I think Tesla has a huge uphill battle coming soon learning how to be a good customer support and post sales company. Dealing with problems and complaints of real customers is going to require the same sort of leaning curve they had to get through to figure out how to get into the auto business in the first place. Funders & early adopters are going to be more "supportive" customers, but at some point they are going to be dealing with a lot more people who have less willingness to just accept "teething pain" sorts of issues.
Martin and Marc ending up as EIRs at a VC is a healthy sign that they will be part of other interesting ventures in the not too distant future. Even if they don't show up as the visible face of a particular company they are there helping keep the big alternative energy push going. I look forward to hearing about the "next big thing".