That happens all of the time for various reasons.
The Amiga .vs. IBM PC
The 8086 .vs. 6800 CPU
Betamax .vs. VHS
Word Perfect .vs. MS Word
Borland C++ .vs. MS C++
GM .vs. anyone else...
The list goes on and on...
Then think of 110/120v normal household electricity supply vs 220v and;
The nearly endless supply of connector types;
and a nearly endless array of 'standards' and practices, including laws that were built for good and logical reasons at one time or another, somewhere of another.
My point is that those now illogical 'standards' are ubiquitous in law, regulation and practice.
From LHD to RHD and many others one is often not really 'better' or 'worse', just different while,
In other cases, such as CCS1, the basic solution is deeply flawed (in this case by a fragile retaining clip).
In still other cases, such as 12v ICE auto battery practice, the standard solution is obsolete for everyone.
For TSLA investors the real story is that the Tesla habitual 'first principles' thinking persistently challenges inefficient or obsolete common practice or standards.
- In NACS TSLA will benefit, although we do not have enough data to know the financial consequences;
- In 48V we now there will be significant weight, reliability and energy savings, and we know that Tesla is just the first OEM to completely switch, and essentially every OEM really wants to change. That really started with start-stop mild hybrid systems although none were brave enough to go all the way:
The 48-volt hybrid system has benefits across the board.
www.autoweek.com
-Integrated factory automation, GEICO paint shop etc: Nobody has approached Tesla factory expertise, yet, but several Chinese and new entrants are trying to do so. This will take longer, but successful OEM's will inevitably adopt Tesla-pioneered solutions. Those who do not will die!
-FSD is a very different issue, but if the Tesla solution can indeed reach beyond level 4 to level 5 there will be very serious rush to adopt by many OEM's even though they'll need redesign to vehicle systems to do that. It is entirely possible that other approaches may succeed as well, but the first level 5 success will immediately foment major adoption. Nobody really Knows but if it does Elon may well be correct about the trajectory, if not the details.
Almost no securities analyst can conceive of the value created by First Principles thinking, essentially because few people honestly can even understand a 'zero-based-budget' because they invariably begin with what is existing. Tesla has packaged its vehicles to appear to be the same while they change dramatically in fact. Every one of us who has owned multiple generations of Tesla products understands that, while the rest of the world sees static design.
What that all portends is continued volatility as huge gains happen when some distinct success appears, followed by huge drops when traditionalists see market saturation, early because they see only obsolescent cars and a few dregs in odd areas such as storage products. They see no advantage in batteries or anything else, even factory and distribution efficiency. They even do not value the Supercharger network at all.
When we invest we MUST keep all those points clearly in our minds. for if we do not we'll panic every time the share price falls.
All the facts are clearly documented here in various threads, replete with copies documentation of growing pains and evolutionary suffering in FSD and elsewhere. Darwin really understood evolution. For our sanity as investors we must keep clearly in focus that First Principles will safely help Tesla to weather the evolutionary pains.
Is that like āyou canāt have a business in China without a Chinese partnerā kind of stipulation?
www.teslarati.com
for the Amiga mention. I managed an Amiga (only) dealership, and we were also a Newtek dealer, so I attended the Amiga Expos and Video Toaster unveiling in Cali.
www.fool.com
www.autonews.com
