I can't say that I followed Tesla closely back when Eberhard was involved; I don't think many people did because there was no Tesla car yet. (I vaguely remember hearing from our field apps team, about people that were going to power a car with thousands of laptop batteries. It sounded kind of intriguing, and I remember thinking about a motor-per-wheel concept for primary motive and braking power.)
But I truly have to marvel at the ability of entrepreneurial engineers to turn into bitter old codgers and start spouting nonsense. Last week I
wrote about Dan O'Dowd who is definitely in this category, and who absurdly railed against Tesla because "everything being connected to the internet" is dangerous, despite the fact that his nemesis FSD is not connected to the internet in its basic operation. There are more than a few less-famous codgers here on TMC, who know oh so much better then Elon and his Autopilot team. At least once a week I see grumbling that Elon's or Tesla's time has passed, and it's time to let the adults (lawyers? accountants? PR experts? fund managers? oil sheiks?) take over the unterprise - just a mystifying conclusion to me.
I can't take anything away from Martin E. for his original inspirations, but he seems to be completely missing the point of Tesla's massive success, now and into the foreseeable future: Tesla (along with Elon's other ventures) is in an amazing period of growth and innovation because they are applying their energy, ideas and investment on a very broad front, not yielding ground or conceding technical or industrial primacy to anyone. They are running faster than anyone can keep up, and we're talking about real tangible products with real end customers, not financial market shenanigans, government consulting or one of many subsidized service Industries. The heavily software-driven platform of Tesla cars, including but not limited to the autonomy features, are an essential component of this dramatic success.
Eberhard seems to be inexplicably oblivious of this point, essentially taking the familiar position of "do one thing and do it very well". This is a nice principle and it can get you a nice niche company, but it doesn't get you a meaningful market position against an entrenched worldwide network of automotive giants, embedded in a powerful government/l-industry-labor complex. To me, it's staggering that he can't acknowledge the brilliance and success that's right in front of him. If Elon had pushed him out and went on to destroy the company, as nearly happened with Steve Jobs and Apple, then Eberhard might have a case.
I'm not sure what he thinks would be better if Tesla would drop the autonomy "crap". If he came back in as CEO and ordered that, would he make Tesla grow
more than 50% per year, maybe shore up that moribund stock valuation? [/s] Would he also eliminate the distraction of Tesla Energy, eliminate the Semi, eliminate future work on HVAC products? I'm sure poor Optimus would be marched into the crusher. Then he could get back to building a really, really nice car.
@2101Guy , I know you search hard for these negative articles and quotes, and it just makes your day to be able to post one, sit back, gather some approval and take in all the pushback. Well, congratuoations. We've got Munger, we've got Bill Gates, we've got O'Dowd, we've got Eberhard. Please go look for yet another aging billionaire or entrepreneur to tell us it's all a mistake. I'm sure it won't take long.