Why So Many Automakers Struggle To Write Software - AAH 691
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- Опубликовано: 17 апр 2024
- TOPICS:
- The UAW’s fight to organize the transplants
- Will Tesla’s market cap sink below Toyota’s market cap?
- GM moving its HQ
- Will humanoid robots replace human line workers?
PANEL:
Scott Tobin, Envorso
Keith Naughton, Bloomberg
Gary Vasilash, shinymetalboxes.net
John McElroy, Autoline.tv
INSTAGRAM: / autolinenetwork
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FACEBOOK: / autolinenetwork
WEBSITE: www.autoline.tv 
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The problem with auto is they sold their R and D to parts manufacturers and have no control over the code that controls those parts.
That's an underrated issue. Jim Farley has spoken about this issue at length over the past year. A huge challenge.
@@BTC_Minarchist the less code the better
Legacy auto has been sabotaged by the "all knowing" MBAs they hired to run their companies and pump their stock.
at 48:00 Scott talks about chargers - but he doesn't distinguish between the losers and Tesla's. Hey Scott - why did Ford jump on the Tesla charger network? Because the competition sucks and legacy auto thought government would provide the infrastructure.
"Tesla are so far out in front" because they consistently attract the top engineers. Nothing matters more. One top software engineer is better than 50 mediocre ones. Legacy Auto can't get them, don't understand them and will never catch up.
I feel sincerely sorry for them.
Over time, Tesla and Rivian will shed top talent. Few work at one employer forever. OEMs will hire these people, and likely overpay them, but they will eventually hire enough of them to move the needle. They may not catch up, but they will make progress.
They may also license components to fill gaps.
@@BTC_Minarchist So... they hire the people who leave Tesla and then put them in their corporate system where nothing ever gets done, then they expect the same results as Elon got from them. It does not work like that. How much you pay them will not matter. Do you think GM will hire an engineer from Tesla and give them Mary Barra's job? Anything less will not work.
@@BTC_Minarchist Not sure how to put this. Tesla gets top picks right out of the uni when they work at new hire wages. When they move to legacy they are experienced engineers at a much higher price. As this show pointed out the good ones are gems. Less likely to be let go.
@@danharold3087 I think you put it very well
@@danharold3087
As someone who has been places where cutting things happen, a very large amount of progress is made by the 'recently arrived'. The people who are fewer years out of school and were exposed to the latest developments and ideas. As people spent time in their profession they tend to spend less time keeping up with new ideas and don't expose themselves to people in adjacent fields.
In academia there's a saying along the lines that what is taught only changes as the old, out of date guys die off.
Bloomberg guy:” ev only makers don’t have any other revenue if there is a slow down. How about energy storage, solar roofs SAS, FSD, robots, Ai, super charging, robotaxis etc etc
Tesla and "St Elon of the Musk" have seen that already and got into those areas (and began planning for them) years ago.
@@mikedx2706 Tesla is not a car company it is a company leading us into the future. Tesla made these things because they are what we need to move into the future. Not for the sake of diversification.
This channel has a strong legacy auto and chinese auto bias. Tesla (as very much a non fanboy) has a well built and engineered core business model that is impressive even if you are signing up as a beta tester if you buy a first year model of any of their launches.
@@myhandlewastakenandIgaveup
This channel peers out from the Detroit silo. A strong legacy bias. Little knowledge about Chinese EVs. It's only recently been dragged, kicking and screaming, into EV awareness. Gary is still trying to hold back the tide.
Only storage and charging are profitable.
Tesla have the best software
Tesla has far more software than just what is in their cars. Tesla has a complete digital model of each and every car they produce. Legacy has a model number.
Give you an example of a SDV. Tesla has a feature where you can have the car "dance" to music. Call it cool, Call it silly, whatever you want. But if you look closely,Tesla is showing the industry how tight the hardware-software integration is. They have control of the pixels in the headlights to the notes of the music! Doors opening, windows rolling up and down Mirrors moving with the rhythm of the song. Thats one of the things Tesla I think (in a fun, silly, or cool way) is showing what an ACTUAL software defined auto is.
Yes I agree, Tesla has total control of your car. Not sure if I should be scared or not.
@@ImLivinSD Thats fair. But i was pointing out where legacy has to be if they have a prayer technologically.
Your comment wins.
No one is catching Tesla any time soon. In some aspects, maybe never.
For instance, this expert was taking about how legacy automotive might use data (since they're in no way data oriented), and he was fishing for possible consumer applications. Ummm...autonomous driving. Duh.
KIA hired a software company and showed Tesla’s dancing and light show feature and said “we want this in our cars”. They managed to do the lights part and even showed it off in a holiday commercial years ago, but I’ve not heard of any production KIAs being able to do it. And if you’ve ever seen any Buick commercials in the last 3 years, you know many of the “that’s so you” features they brag about Tesla had since 2012. And how about the Hyundai Super Bowl commercial where the famous marvel celebrities acted all astounded when the “owner” was able to use the key fob to back his Hyundai car out of a tight parking space. That’s Tesla’s summon feature since 2014. I’m pointing those out since I’ve never seen those features on any other vehicle other than Teslas until just in the last several years.
I think everyone FORGOT that Elons roots was in computer programming , that was way back in S Africa when he came up with a game called "Blaster".thus when he got into Auto manufacturing Tesla cars had to be a computer on wheels.
His connection to PayPal was software, rebuilding Twitter into X is all software. If they forgot. They are clueless. It’s always interesting hearing people take about ridding bicycle that have not learned to ride bike. I like Autoline, though they did not start by talking about their programming experiences 🤔
@7:00 why how am I amazed at the screen? They know it’s better. But no idea how to know what ppl would know how to make things like what the experienced. It’s just “west coast guy” tech. TESLA is on another level. The equivalent would be people in Somalia, looking at US military avionics technology. Start by at least having a mastery of C++. I love the “cool” kids labeled them “nerds” in school. And now the nerds have taking the power away from the cool kids. AI progress is the real revenge of the nerds! It’s becoming quite exciting to watch. Though I feel for the static companies making steering gearboxes and piston rings. They’ll soon get a small apartment next to the horse harness manufacturers. They could start making hockey equipment like Canadian Coach and Motor (CCM).
Elon and his brother designed the sort of maps now used by Google Maps. Elon built most of the software that turned into PayPal. It was a hoot when people attacked Elon for buying Twitter claiming he knew nothing about websites.
Smart cars
Most haters, TSLA shorts, and legacy competitors forget or just ignore, or maybe even not know that Elon is actually a lot smarter than most of not all the CEOs of other well known companies and brands. Most of them just think of Musk as a dumb rich son of an emerald mine owner, which isn’t even true, that just spends his daddy’s money to fund startups and got very lucky with each one. I’ve read and seen hundreds of thousands of comments and hit piece media articles basically perpetuating this false myth narrative. Elon is human. He isn’t everyone’s perfect CEO or even average Joe. What he has accomplished all his life so far pretty much solidifies his peculiar intelligence that is unrivaled in the last 50-100 years.
Only people that never wrote any computer code are surprised that developing software for cars is hard and takes a long time.
23:08 The Tesla recall was done OTA. I have owned 4 Teslas over the past 6 years and never once have I had to take it anywhere for a recall.
Yet the media and haters alike will go nuts over the few and low number sample physical recalls they’ve made over the last two decades. Compared to every legacy brand, Tesla’s recalls are so few and trivial that they shouldn’t even be mentioned. But one OTA “recall” for even just a few Teslas will get international news and media coverage for weeks and will somehow be recirculated months or years later. And most of the public won’t even bother looking past the headlines and assume it’s another doom and gloom sign of bankruptcy for Tesla,…every…single…time.
The experts didn't know who Drew Baglino was? Find better experts.
Sorry, but paying for the Tesla engineers that are getting laid off and trying to find the capital is difficult. Stop paying executives bonuses to fund the software team.
It’s interesting how these sorts of discussions go on about problems with sales or service or charging or you name I but at then say at the end “but then of course there’s Tesla”.
at 27:00 "independent silos" - aka no vertical integration making legacy auto merely assemblers - shackled with union labor.
*Shackled with exorbitant executive pay.
Good comment about Buckee’s. Many Buckee’s in Texas have Tesla (ie RELIABLE) Superchargers - some with 24 individual chargers. Driving my Tesla from Houston to Dallas is Hakuna Matata.
Temple Buc'ees has 48 chargers. Its amazing
The quick answer is that the OEMs spun off their components groups in the ‘90s and with them all the electronics and software capabilities. GM>Delphi, Ford>Visteon, Toyota>Denso, etc. Also known in the industry as when the mechanical engineers fired the electrical engineers. This explains why legacy OEMs have many more chips than a Tesla. Each supplier brings their own chips and code. Think components will talk across suppliers? NO! Think they’ll ever be able to update these components OTA? NO!
Than Rick Wagoner meeting GMs RONA target.
Pre-2012 Tesla leaders spent time rethinking about how vehicles would best be designed and built. Legacy just keeps tweaking their outdated approach.
(China readily copies Tesla. That is likely to kill legacy.)
Bald guy: “model S was not a success until late 20 teens” ha! It was successful, Tesla built the company based off of the S. 2012 S is still better than most 2024 EVs. Nobody else is doing full over the air software updates yet.
The Model S was the "Car of the Century" in 2013, IIRC. Tesla, the company, took a few years to scale up to profitability.
This is what happens when you interview a guy to talk about Tesla, EVs, and software engineering when his knowledge is 90% based on legacy business models and projects. A lot of industry pros think only selling less than 1 million of one model over a decade is not a sign of product success when compared to other vehicle models that sell millions a year. I can think of a long list of legacy brand models that falls in that description that these same so called industry pros will consider huge successes.
at 41:30 "Hybrids are inefficent. You build in two powertrains". PHEV is being seized on for the government cash.
at 43:00 Scott admits legacy can get around to electric in 20 years.
Any company that does not have an affordable, desirable EV in the next couple of years is unlikely to survive. The exception might be a few companies that are supported by their national governments at the expense of taxpayers.
It's cute that John and Gary color coordinated their outfits 😂
Complaints about chargers are always about Elerctrify America. And Bukees have a rows of Tesla chargers
Tesla foresaw that they needed to build a reliable Tesla charging system in order to overcome the range anxiety syndrome. No other EV maker saw that (or wanted to see that). The Tesla charging system has made a ton of money for Tesla and will only make more because the other legacy OEMs have now cut a deal so their EVs can use the Tesla charging network. Too much of the "Not Invented Here" disease in Detroit and the foreign carmakers these days. Tesla has made its Tesla charging system the "gold standard" with the best reliability and the largest charging network in the USA.
A lot of Teslas capability comes from their early decisions on component design and specification. Especially the decision to wildly over-specify them. The current infotainment system is as powerful as PlayStation 5, but just controls maps and hvac and so forth. Bonkers overpowered. Also the separate FSD computer is today wildly more powerful than anything that isnt a waymo or cruise and yet it was released back in 2018. So they have a huge amount of headroom to improve the capabilities using software.
What happens if Tesla builds a million cars and does not sell them. Instead they put them on the road for $0.25/mile? How many people will just Tesla everywhere and not buy a car at all?
That would be me!
Interesting concept. The younger generation would sooner be driven around than get a driver's license and drive a car themselves.
getting arround for half the price without working on a wheel while probably getting paid for it sign me in
Let me rephrase your question.
What happens if Tesla gets $3565 annual revenue per car that costs at least $20k to manufacture?
On average, Americans drive 14,263 miles per year according to the Federal Highway Administration.
You are talking what Elon is dreaming about and where he wants Tesla / TSLA to be in a couple of years , that's also Cathie Woods dream and vision.
Finally, a knowledge guest!
Rare as hens teeth on this show!
++1000%
He’s seen a lot of PowerPoint slides, but he’s still under the legacy automaker mindset. Plenty of these guys out there running companies they probably shouldn’t.
@@FlipBoxStudio like Boeing?
@@FlipBoxStudio I worked in software development for many years. MBAs are just accountants with a fancy title who view programmers as clerical staff. “it’s only typing” as a I heard one say.
As a developer I should correct the title:
Why All Companies Struggle To Write Software
The OEMs didn't make compelling vehicles.
Nope. They made cars that would not compete with their ICE sales. If you build a bad car and put a large price tag on it... guess what? It will not sell. That proves EV demand crashing. If customers will not buy bad cars, then they don't want EVs. Right? lol
That is why Tesla is killing them.
Edit: missing word.
Traditional automakers should have gone to Suse or Red Hat many years ago.
They know firmware, kernel and modern development pipelines.
If Ford actually is establishing a product @34:54 development center in the Bay Area it would be a game-changer. By tapping into the wealth of talent and innovation in Silicon Valley, they could inject fresh perspectives and expertise into their operations. This move would signify Ford's commitment to embracing the future of automotive technology. I think the "piston boys" at Ford are so stuck in their nostalgic love affair with old-school mechanics that they can't even see the glaring flaws in their approach. Their emotional attachment to outdated components like exhausts and ignition systems blinds them to the realities of today's automotive landscape. It's no wonder they're struggling to keep up with the times.
Always, great conversations. Love your show!
Gary looked so lost and scared at times during this conversation. I kinda felt bad for him. Definitely outside of his comfort zone, but he muscles through.
Guys, what a fantastic episode. Have been following you for a while and have watched a number of full After Hours episodes - this one is one of the best of all time. What a great piece - relevant topic, insightful, balanced, professional and well-communicated and moderated. Much respect, keep up the good work!
As a software engineer for 30 years (currently at google but work on MES at HP / EDS in the past) Icould write a book on how much was inaccurate or just plane wrong. 1. Legacy doesnt understand what agile is. To them its a buzzword but they still do waterfall. 2. You have to write tests before the software. Anything else and it wont scale.
Give you an example. I worked with GM on a project to understand how adding a digit to vin number would affect systems. It took 3 months and in the end we were not 100% sure and just had to try it.
31 countries have now passed the 5% EV sale milestone. With other tech transitions 5% is roughly where the regular market starts to takeover from the early adopters. Close to 30 countries have passed the 10% milestone.
We tend to have a distorted view of what is happening here in the US because Detroit has been successful in keeping more affordable EVs off the market.
they hired all the engineers who worked on the failed apple car.🤣🤣🤣🤣🤣🤣🤣🤣🤣
Probably some of the best engineers in the industry - why would that be a "LOL"?
Apple burning $100b to bring a global car to the market is different than millions hiring strong developers
Big batteries are getting cheaper.
CATL says less than $60/kWh by the end of this year. That would be an absolute killer for the ICEV.
We have had gov. auto company bailouts. “Golden pillows for you, and for you” @39:56 let’s please recognize the enormous “state help” that has gone on between Detroit and Washington. So that the idea of why Chinese auto is succeeding it’s not distorted. The “footprint” rule for café standards was “state help” too. So was the enormous tariff applied on Germany that kept European trucks off of the American market after World War II until now. A profit gift to truck makers that’s gone on for over 1/3 of a century. Part of the culture demise that left them with less reason to innovate. The US tariff’ed away truck makers competition.
Will legacy solve software(OTA) before Tesla solves autonomy? That's the real question. 😂😂😂😂
The way you worded makes me think that is the real race.
😂 great question!
@@GG-si7fw
Not really. If legacy somehow gets to decent software three to five years before Tesla perfects FSD, legacy will die.
If people have the option of having a car show up at their door and drive them where they want to go for less that what it would cost for them to drive themselves then a large portion of the market will move to robotaxis.
Legacy will lose economy of scale and get buried by their financial obligations.
No
Biggest conflict for legacy brands is their dealership partner obligations. I’ve heard that direct from manufacturer OTA updates are prohibited by franchise dealerships laws which requires vehicles are brought to the dealerships for any official updates and modifications.
Guys another great podcast, really hope that big OEM grab some of the people that Tesla will fire and they improve their work.
Keep up with great work with podcasts
He mentions buccees and some have Tesla super chargers but Mercedes also plans to build their chargers at Buccees
Mercedes has a lot of plans. They also plan to charge 3x what Tesla does. How many people will chose to buy a car with $0.93/kWh when the Tesla supercharger right next to it is only $0.32/kWh? Is it just the privilege of driving a Mercedes?
I think anything Mercedes comes with the luxury and price tag associated with Mercedes. So while not for everyone, there is certainly a market that will pay for luxury even tho a Tesla supercharger will do the same thing at 30% the cost. You will find me at the supercharger but different strokes for different folks.
@@davidbeppler3032 Gotta pay a premium for the electrons, just like Mercedes pilots like to pay for that " Premium" fuel⛽
#1 selling car globally in 2023, the all-electric Tesla Model Y
Prove it
Last points of discussion: about Chinese Auto Manufacturing overproduction, there is a culling of the herd to come in China, simple fact that there are over 300 auto manufacturers.
About 5 years ago the CCP said they wanted their auto industry to eventually cull down to 8-10 internationally competitive companies.
I personality think the Chinese companies will be between 6 to 8 of the top ten auto manufacturers by 2035.
What had happened to demand for EV in price slots?
$30K-35K and
$35 K ~ $40K
$ 40k ~ 45 K and
$45K to $50k
EV sales HAVE NOT SLIWRD DOWN
EV sales are growing more slowly. Not decreasing sales totals
@101:42- If you go to Philippines and any Asian country the Chinese Auto brands are there slready, and have displaced many American brands.
Just started listening. Blackberry QNX a topic?
You guys should invite Joe Justice for one of these talks. He worked at tesla for a few years and explains very well what makes tesla special
at 34:00 "in 3 years we're going to have next generation" -- John, you're sounding an awful lot like Mary Barra.
If Detroit can successfully keep Asian EVs out of the US and brings a decent, affordable EV to market in three years they could stay in business as a minor vehicle producer.
But at some point the higher volume manufacturers will run them over.
@@bobwallace9753 - relying on capitalism? Funny, these manufacturers weren't so patriotic when they pushed to manufacture out of country for higher profits - Flint comes to mind...
They had profits, just not enough. But hey, the execs got great bonuses. Now these legacy companies rely on 3rd world tactics like paying politicians for protectionism.
I just want, real analogue gauges, so tactile to view (electronic control is fine), real buttons and knobs, bonnet & boot cables, simple mechanical door handles (key ignition, blinker & wiper stalks etc. I want shit I can look, see, feel & fix...no infotainment "distract you" screen (I admit digital maps are great). Vehicles have gone to far & when or if it fails you are so screwed without a mobile workshop in the boot.
As primitive as they are carbies, points, plugs & condensers...you can get home.
No one in this world needs to know where I have been or going to!!!
The immediate iterate approach was developed by Chrysler. There are books published 25 years ago that deal with that subject. I was taking a course in software development and the Chrysler was one of several.
The Chinese( BYD) already have BEVs that cost about an ICE in comparison, now if BYD is able to sell that in NA legacy auto is screwed, to me only Tesla is prepared to challenge that onslaught, albeit @ a higher price point with their " Unboxed" ( small Tesla)mod 2 @$25000.
In rural and remote regions people drive half an hour to get gas. With an EV they charge at home. In rural areas people do not on average drive 100 to 200 miles a day. Imagine living like that. Of course people do drive that much but not the majority.
I bought a Chevy Bolt and then found out that they want a lot money for basic functionality. I won't be buying a GM vehicle again!
? Turning front wheels ?
Love the Peugeot 908 HDiFAP on the shelf...who's is it?
Asks a Peugeot owner, who was at Sebring 12hrs when they won 2x
You guys need me on your show. I would compliment you with lots of answers. I’m a software guy and a long time follower of Tesla.
Fueling cars ( EV or ICE) use more “power” than the big box store where they are located.
Gasoline put into cars has more power than the oil burned to produce the electricity used by the Big Box store.
EV’s being charged by all the Big Box store use more electricity than the store. But less actual energy than the ICE vehicular. BECAUSE renewable electricity plus electric engines are WAY WAY WAY more efficient than pumped and refined and distributed gasoline then burned in very inefficient ICE motors.
Huge salaries for executives is the problem. No person is worth million dollar + salaries. They suck the money out of the startups and old OEM companies. Pathetic.
Why did it take legacy so long? Ego. Stupidity and ego.
Like every time Tesla gets rid of the lower 10%, when are you going to get tired of towing the FUD line?
at 10:50 don't try to upsell heated seats like BWM!
@19:48 The CEO should be the software STUD of the hole company. Instead of acknowledging the pivotal role of software in today's automotive industry, they are stuck in the past, clinging to outdated manufacturing ideals. It's baffling how they critique panel gaps without realizing that software is the backbone of modern vehicles. Their ignorance towards the software aspect of their product is glaring, and their legacy of decisions to outsource critical components reflects a lack of vision and commitment to innovation. It's no wonder they're struggling to keep up with the times.
The, "How does China make good cars cheaply?" Your software guy mentioned it. Legacy auto makers stovepipe everything. China is starting without the legacy approach. They watched Tesla make software defined vehicles and start with engineering first principals. China is starting from a more software defined approach and their plants are near Tesla with setup. Legacy needs to start over in a plant and work from engineering first principals as Tesla did. Volkswagen did a survey of what the Chinese were rejecting VW cars. They found the Chinese were more into Software Defined Vehicles. Smarter and more flexible that hardware constrained vehicles.
at 12:45 don't forget the security guys. Don't cut corners just to play catch up with Tesla.
The fact a store's charging station uses more energy than the store itself tells you demand for charging is out there. 1:15 charging to gas stations? No way. Maybe if you count each charger individually and include all the garbage useless non-Tesla/NACS chargers compared to gas station and not gas pumps, maybe.
QUESTION: The Japanese ( Toyota and its subsidiaries)are late into EVs, is it too late for them to stem the Chinese onslaught of BEVs? I do think that Japan auto are SOFTWARE CHALLENGED when it comes to SDV and it's development.
Let’s not forget capital efficiency. Look at Tesla’s lifetime capex and compare that to single investments by legacy auto.
Tesla and SpaeX vehicles are software designed. It is important to note that Falcon9 reusability is SOFTWARE . Falcon9 hardware ( mostly) is not the reason it can land. The reason is software controls the timing and direction of the “aiming” steps. Software controls the timing of reigniting. Software controls the tilting and direction of the “adjustable fins” to us current speed, and not new rocket burn, to steer.
That has been going on for, what, 10+ years.
No one else doing it yet with orbital craft.
Tesla Model 3 with a 3 year lease is only $299/mth!
WHOA
For my ZIP it’s $360 per month. Down payment is $4,852. So add $134 per month. Limited to 12,000 miles a year.
That’s $474 per month, or an addition 65% more than $300 per month.😮
I thought I was old! These dinosaurs don’t have a fucking clue. Agile development has been around 25 years but they just “heard” of it.
Why aren't people ordering their Starbucks with their car? Because you don't pull your car out of your pocket.
Look for a merging of car and phone. You're not going to pull out a phone. You're going to talk to your car which will then drive you to the coffee shop. When in your car your car is likely to serve the role your phone plays when you are out of your car. Just like when I add a Contact on my desktop it immediately shows up on my phone.
A 100 year plan is not about what is up or down. A 100 year plan could be something like stop dependency on exports of oil for their wealth to becoming a financial hub. A place where Middle East businessmen want to be. Or something like export of solar power. A tourist destination. The vagas of the middle east (not forgetting they have one of islam’s holiest pilgrimages)
at 55:00 how does legacy upgrade software for free? (paraphrase) BINGO which is why BMW wants to charge $18 to 'unlock' heated seats.
at 50:00 when will you old farts learn that charging is off peak? Utilities can sell more product using the same infrastructure - gee that sounds like efficiency. What would they do with all that extra profit? Maybe they should upgrade the infrastructure.
Ford shouldn't update and ice vehicle and put their money into EVs.
👍
He seems to have the buzz words but not really what he’s doing.
90% of new Tesla owners did not have one before. They are new converts for life. With their over 80% brand loyalty, ICE will not get them back.
Exxon drops 3% of employees every year. Everyone is aware that they need to provide visible benefit because they have a detailed annual review. Managers are also subject to detailed reviews. Exxon wants employees to aspire to be in the 90% not avoid the 3%.
Exxon and the other multi-national oil companies will fail because they don't see that they need to become "energy selling companies", instead of "gas & oil selling companies". I am surprised that no electric company has jumped into the EV charging market in a big way.
John:” nobody will buy apps for your car that you can get on your phone” my navigation is better in my car on a 15” screen. I also have Spotify, music streaming, games, movies etc.
The intention is to make the apps better than what your phone can do. For instance, Tesla navigation uses Google Maps and will tell you what will your state of charge be at the destination, where you should stop and charge, how long you will charge, how many spaces there are at the charger station, etc. It's just a small example but the idea is there. The purpose is not to take the app away from the customer, but to have it better integrated with the vehicle itself vs just being a glorified phone mirror.
A. Car companies know nothing about software development.
B. They hire the cheapest developers they can find (personal experience).
24:00 BUNK. What he's saying is that the most serious bugs need to be taken seriously, but on the rest we can "push the limits," which I take to be emphasizing features, and possibly performance (although I wonder if even performance will get its due under that philosophy). Do that, and you get software that meets its specs, but has lots of problems. And the smaller problems just get that much more numerous. I see this all the time, especially in consumer software (which I mostly what I use these days).
Saying there is no such thing as bug-free software is complete pedantry. Bug-free is a RELATIVE term. It should be assumed that asking for bug-free software MEANS that it is RELATIVELY bug-free. Sorry to shout, but maybe that's necessary, as otherwise the point seems lost in this video.
John john john. Know better than to repeat industry misinformation. EVs sales year over year are up. They are always up. Even when there are month to month variations year over year sales are up. Legacy discounts sales all the time but it is hidden behind the dealer price who themselves vary their negotiated price based on personal goals.
simple and secure solution: partner with BB.
It's so funny how this guy reckons he can teach legacy what Tesla have😂😂😂😂
@ 30:00 discussion of Tesla's layoffs - were you talking heads saying the same with Jack Welch? You need to continue to gain perspective and stop bashing Tesla. It makes you look foolish.
Model Y best selling Car globaly 2023. no demand because q1 is low? 😂
At 49:13 John said one charge station for every fifteen gas stations but how many gas stations only have one pump? To meaningfully integrate EVs into the U.S. will require extensive power grid investment not only in generation but long line transmission. I'm not convinced that the public is willing to pay rather large utility rate increases to the benefit of EV owners and will EV owners find the increased electric prices as a reason to rethink their ownership. I have yet to mention the timeline for bringing a power generation station online is quite long (especially in the U.S.). Given the situation, Toyota's hybrid plan makes good sense.
Again~ “ Whn we buy a care we are buying hardware”. Wrong. Wrong. WRONG. 😱😱😱😱
The hardware is necessary. The software adds most of the “Added Value” of a Tesla vs a Ford EV.
People by based on the added value; not the commodity value.
As someone who built his own business writing software. . . “It ain’t that hard”. Build a good interrupt driven OS, and assign priorities to the various components. Digital’ PDP 11 had it figured out. 50 years ago. And, use plain old “C”.
For every malloc() there must be a corresponding free(). Otherwise, your software WILL crash. . . and the vehicle along with it.
And, no. I’m NOT looking for a job.
It is not that hard to develop software for a system where the worst case scenario is system crash and/or loss of data.
Developing software that must react in real time and where a fault can lead to death of people is a whole different beast.
Ask guys that code for Boeing or Airbus.
@@rok1475 Very true. I lived in a magical world where I had some control over the inputs.
This guy doesn’t really know much
Demand went down because Legacy Auto delivered poor EVs. Tesla demand went up in that same time. Right now Tesla is unable to deliver the amount being requested. They still have over 80% repeat customers and lowest inventory unsold.
Those in Hybrids and ICE are not aware of Software Defined Vehicles (SDF). They are in for a pleasant surprise when they go SDF. Why Legacy prefers hybrids because an ICE owner does not expect SDF.
EV Winter:
We've always said the ways to sell EVs is to get butts in the seats. Well, now we have that, but the butts also have brains that are saying, for MY EV, I want...and those models aren't in the marketplace yet.
Tesla did not create the next market leading monster with the Cyber truck. It just won't sell like an F150.
Tesla basically sells two models.
Those two models are being updated and buyers know that and are some are waiting.
In North America, we're all waiting on NACS and the hugely significant benefits of that. Would you buy a $50,000 car today without NACS? Some for sure are not.
Most legacy auto manufacturers are making what I would call 2nd generation compliance cars.
EV Spring
USA made batteries galore are coming.
NACS is truly universal.
Ford finishes Blue Oval plant.
GM Ultium is on the KCK Fairfax line and elsewhere.
Kia group, Volvo, BMW keep ramping successfully.
Worst audio I’ve heard on this show. The guest sounded like he was whispering the entire time.
I still don't want a complex computer on wheels instead of a car. I don't trust the software engineers with human lives. We should keep cars as simple as possible, easy to DIY, fix on the fly. Black-boxes are generally against human liberty and responsibility. The heavy integration of software interfaces in a car is very distracting and dangerous on the roads. To many screens to look at, menus too deep with features no one uses or cares about, small fonts, cramped information, stupid touchpads that mostly miss the commands on bumpy roads, dry fingers, wet fingers, hot sun. The Auto Industry should STOP IT!
Lots of good questions, not many solid answers. That's ultimately why EVs aren't ready for the big time just yet. Im sure this'll get alot of hate from the Tesla lovers...lol ..🤷
Hahaha Tesla keeps screwing up, they're going down, down, down
Are you a “piston hugger”. What is the source of you FUD?