Skip Navigation
Elon Musk says Tesla is an AI company now. Here’s how plausible that is.
  • This is what I'm talking about, that was from the investor call, which you didn't read the transcript to, and have a cherry picked paraphrase.

    I can't do the fancy formatting, but here's the quote:

    I mean, I don't know what our competitors can do, except we've done relatively better than they have because if you look at the drop in our competitors in China sales versus our drop in sales, our drop was less than theirs. So, we're doing well. But I think Cathie Wood said it best. Like really, we should be thought of as an AI or robotics company.

    If you value Tesla as just like an auto company, you just have to -- fundamentally, it's just the wrong framework and if you ask the wrong question, then the right answer is impossible. So, I mean, if somebody doesn't believe Tesla is going to solve autonomy, I think they should not be an investor in the company. Like that is, but we will and we are and then you have a car that goes from 10 hours of use a week, like an hour and a half a day to probably 50%, but it costs the same.

    Here's the question he was answering:

    OK. My follow-up, Elon, on future products. If you had nailed execution, assuming that you nail execution on your next-gen cheaper vehicles, more aggressive giga castings, I don't want to say one piece, but getting closer to, say, one-piece structural pack, unboxed, 300-mile range, $25,000 price point, putting aside robotaxi, those features unique to you. How long would it take your best Chinese competitors to copy a cheaper and better vehicle that you could offer a couple of years from now? How long would it take your best Chinese competitors to copy that? Thanks.

    So for your nuance, I see something along the lines of "Our value isn't in simply the vehicles, it's in the FSD/robotaxi concept, so speculating on someone copying our car it won't eat into our business because autonomous driving will be the best of everything."

    Now, I don't agree with all of that, but get some nuance in your life.

  • Elon Musk says Tesla is an AI company now. Here’s how plausible that is.
  • Yeah, their powerwall, and the Mega pack. Also yes, they brand themselves as an energy company. They make really, really big batteries. They also operate superchargers, which if you have experience with electric vehicles are streets ahead of any other charging networks.

    https://www.tesla.com/support/energy/powerwall/virtual-power-plant

    And no, they don't sell FSD for other cars, but it's still an AI product they are selling to people for money, right now. Maybe in the future they'll license it out to other people, but that's pure speculation on my part.

    I'm not sure if you can buy their car batteries individually, haven't looked into it, although I have looked into buying a used one and using that as a power wall, as it would be cheaper for shitloads of storage.

    I don't like Musk either, but you're willfully ignoring quite a lot of what Tesla does and has accomplished because of their mouthpiece. Talking about it requires nuance because they have done a tremendous amount of good, while making some suboptimal changes.

  • Elon Musk says Tesla is an AI company now. Here’s how plausible that is.
  • Tesla sells a shitload of batteries outside of their cars, so yeah I'd say they're a battery company.

    They also sell the FSD software, which is "AI" so they do have an AI offering, for some definition of AI.

    Also, they sell solar panels, so they're a solar panel company.

  • Samsung’s 20-year-life EV battery runs 600 miles on 9-minute charge
  • I own a Tesla because my engine died at 95k miles in my 2016 VW, with regular maintenance, and it was $11k for just the engine, not counting labor to install it.

    I could change it myself, and I could have bought a used engine for roughly $5500, but the economics of that dont work out.

    I'm willing to take my chances with a battery pack installation.

    Also, 200 miles range is 6x the average daily miles driven, so for almost everyone, it should be plenty! Unless you're thinking we should mass produce solutions for the 1%?

  • Samsung’s 20-year-life EV battery runs 600 miles on 9-minute charge
  • The benefit is incredible and undeniable, as long as you can plug in to a wall somewhere regularly. If you have to rely on public fast charging they may not be for you.

    The only benefit of a gas powered engine is you can fill the gas tank up in about 5 minutes.

  • Samsung delivers 600-mile solid-state EV battery as it teases 9-minute charging and 20-year lifespan tech
  • The answer is always no. I just want to know who these people are that wake up, get in their truck, tow their boat 800 miles every single day are.

    They don't exist, they would just rather inconvenience themselves 364 days a year to shave an hour off a long trip one day a year.

    It's absurd.

  • Tesla’s 2Q profit falls 45% to $1.48 billion as sales drop despite price cuts and low-interest loans
  • They also don't have any affordable vehicles, and are also a shitty company.

    Tesla offers a lot of value for money in the EV space. Nobody else comes close. Unfortunately that means dealing with Musk, and I'll be waiting a few years to buy the wife an EV, maybe everyone else will catch up.

  • Why don't you...
  • There's like three leagues in my suburban area, so I imagine quite a lot.

    I believe there's zero difference between sports and sports other than audience size and length of time the leagues have been around.

    Now a single streamer playing a single player game and mostly engaging with the audience? That's a different matter, and probably more like drive time radio than anything.

  • Open Links in Private/Incognito Mode?

    Is there a way to open external links in private mode by default?

    I am on Android with Firefox, and there's no way to copy the links out of a post, so it opens in the "powered by Firefox" half browser thing, and id rather open every link in private mode, or have the option to long-press and copy.

    Thanks.

    5
    InitialsDiceBearhttps://github.com/dicebear/dicebearhttps://creativecommons.org/publicdomain/zero/1.0/„Initials” (https://github.com/dicebear/dicebear) by „DiceBear”, licensed under „CC0 1.0” (https://creativecommons.org/publicdomain/zero/1.0/)DA
    darganon @lemmy.world
    Posts 1
    Comments 276