Apple Abandoning EVs is a HUGE Sign For Tesla.
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- Опубликовано: 28 фев 2024
- Full Podcast on Amit's channel: ruclips.net/user/livewkEke6sE...
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I worked at Tesla starting in July of 2017 as an Operations Analyst out of the Bethlehem, PA distribution center facility and left as a Program Manager based out of Austin, TX as of September 2021. I spent most of my time in the distribution and supply chain organizations.
Before Tesla, I was a Director of Business Intelligence and Pricing at the largest Pet Food & Supply distributor in the US, Phillips Pet Food & Supplies based out of Easton, PA. My wife and I also owned a small business in Bethlehem, PA between 2016 and 2019.
I have been a shareholder of Tesla since 2012 and currently own Tesla stock. Nothing I say constitutes as investment or financial advice.
My thoughts are my own and are not representative of everyone who currently works, or has worked at Tesla.
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Farzad nailed it... way mo sensors, way mo mapping, way mo costs... Google was prescient in choosing the name.
Way mo dar-cars
I've seen a stat a while ago that said average person spends around 40% of all the money they earned throughout their life on funding cars and their maintenance, so if this stat is true robotaxis would save a huge amount of money for everyone and even environment since they would be used much more than an average car and there would have to be much less of them than today.
EV is not the innovation. It’s the battery that will innovate. Lighter longer safer.
Exactly. If you appreciate LiFePO4 batteries, thank a Canadian!
It's not a coincidence Apple leaves the EV car industry not long after Tesla's Version 12 (End-to-End AI) comes out.
Not really, no. I rather guess someone @ Apple, for the first time, calculated the losses Apple has to go through before maybe becoming profitable in 10 years from now. Lucid and Mercdes, even BMW demonstrate that you can not become profitable with such high priced products. Porsche is the only one i give a real chance to become profitable with their EVs in 2030.
Actually I happen to know Apple engineers that drive Tesla v12. I think they know the jig is up. They don't have the data.
@@nickmcconnell1291 And they would not get it.
@@nickmcconnell1291you don’t need data. You don’t know apple engineers or managers. You just know Tesla propaganda which pretends more data is a 1 to 1 correlation to progress. Apple got out because they concluded as other companies have - automated cost effective driving is not close enough.
@@singed8853I am a software engineer on AI projects. AI scales with more compute and more data. More data is absolutely an advantage, but only if you have more compute.
Waymo: Self driving cars that cost waymo.
6:45 Missed pun opportunity, shoulda said: "Waymo has WAYMO..."
Look more like a sign for the entire EV industry that a major company thinks EVs are going no where.
Apple "EVs are going nowhere." 🛑
🤣
Luc Julia scientific director of Renault tought level 5 is impossible for FSD. Poor Renault, he didn't like Elon 😡 . As french i think its the start of the end of Renault and Stellantis. I'm sad but i 'm now a Tesla stock holder 😀
Well, my revivifier won't drive anything but a Renault car. Since Renault cars aren't good enough to meet North America standards, Doc don't drive...
I'm actually not so sure there's that much opportunity for Apple to enter via the OS route. If anything, having proprietary software systems on top of proprietary software systems is something legacy auto is right now, painfully, finding out is a very bad thing. Whereas Tesla and BYD are showing how fluid and efficient the entire package can be, if it's all vertically integrated. A general software system for non-Tesla vehicles, that slaps on top of the software system for the EV's actual function, would always be less efficient than it all being designed from the ground up for the hardware it's on. Which is only possible if you control the hardware inside every EV you put your software on.
This is a good point, but I do wonder if there’s something to be said about legacy automakers being SO BAD at software, that bringing in Apple will be better regardless.
@@farzynessLegacy automakers outsource everything so bringing software in house means bringing more equipment in house. At least have the OEM to not include proprietary software so they can just write their own firmware code.
Totally agree. Now if Apple wants to design 48v & standardised ethernet system of distributed controllers, all the minor & major components, all sharing software system, we can talk.
Otherwise it’s entertainment, karaoke & Disney.
@@farzyness I think a single car company fully bought in, could benefit from it. But to try and create a general OS for non-Tesla EV's would be a development nightmare, if not outright impossible. Just use Ford, as an example and extrapolate out onto the other major car companies. Farley said they had 150 components in the front end (I think it was specifically front end, right?) of the F-150 Lightning, all with their own proprietary code, with a whole process they have to go through to have the code changed.
That's going to be a hurdle for anyone coming in to deal with the software problem. And that's before you even get to the variety of resources available (or not) in Legacy auto electronics hardware (cpu, ram, etc...)
I think there will still be a ton of people who want to own a car. That said, many urban dwellers will opt out of car ownership once the robo taxis become so efficient that there is little or no inconvenience. You also nailed it Farzad mentioning the adoption rate among poor people. No more struggling to keep a car on the road just so you can get to work every day.
Economics of robotaxis. 8 minute point.
I know it’s old hat, but that’s friction point.
It’s mostly vs individual ownership, driving skill, maintenance, insurance, cash-down investment.
Then there’s benefits way beyond the individual, to social equity, to town planning.
This is civilisational.
The analogy of Boeing / Airbus is so obvious yet I’ve never thought of it, really resonated with me, thanks 👍
I've been hoping for this transition to low rate of car ownership for 10 years. We might finally be near, if v12 can do it.
I just want a robo taxi that takes me to my destination w out telling me he knows a faster route 🤦♂️
A million driverless Tesla Robotaxis to be on the road by 2020.
in Jamaican patois!
Are you an investor in Tesla?
@@Oliviacole03 yes I breath Tesla at this point… 😂
Lowering prices on EV’s is a factory and how you make the car. Apple doesn’t have that expertise!! 😂😂😂Lol 😂😂Lol
People do not know how much a car costs per mile. They only know what the monthly payment is. GM could offer a free car that gets free gas and free insurance for the life of the vehicle, 10 year contract, at $2/mile and people would line up to get one! Nobody would pay attention to the fact the car costs $104k over the 10 year contract. That GM would let you buy out of for 75% of the remaining years. Imagine the profit margin on the poor people who would accept this horribly expensive offer!
If you only drive 20 miles a week that is only $160/mth! No gas! No insurance! No problems!
Very enlightening conclusion, thank you!
Spot-on - the "wallet" drives this discussion, period! Tesla wins big!
Exactly. Once people find out it costs
Better business in downtown areas if people robotaxi and don't have to fight for a parking space.
The benefits of a 100-place, a 1,000-place car park without the land or multi-story building dedicated to cars. It’s huge for business.
@@iandavies4853 yes, a designated drop off and pickup area for car rides, would save a lot of expensive land and vertical space for parking.
i take my savings and i step em up and rellop em with extrem low amps to lower volts to create a cycle of my own savings? that are equal to the source pulsing.
There are so many hurdles to overcome: The core technology: the long tale of edge cases that the system needs to be able to respond to is not fully known in terms of the raw technology. I don’t think we as close as you’re leading on. People wanting it: the bottom line is transportation just isn’t a big cost in peoples lives. The biggest cost is housing. And these Robo taxis will most likely be needing to be shared in order to get the price down so imagine sitting with a stranger by yourself imagine all of the women and people being attacked even if there’s a camera watching what can you do if you’re locked in a car with another person, andyou don’t know that person and something bad happens. The fear of this will really put people off. I think it’ll take major generational change in the US before this actually happens.
Apple will eventually end up being the next Kodak, Ironically. No risk no reward. Smartphones may get disrupted and Apple will not survive that.
Apple not getting into the EV market?!! That makes such a big difference in competition to tesla! Wow!!!
Owning your own car and having a car pick you up whenever you need is not even nearly the same thing. Owning your own car is one of the greatest freedoms you can ever have.
They have maybe seen Tesla get to v12 and seen even with that, and all the data, it seems there is still no realistic prospect of being able to ditch the driver controls for a while.
V12 can't read. It recognizes signs in the training data, but it can't read unique or novel signs.
Hey! 1970's called, they want their glasses back!
Probably wouldve cost 340,000, but you can open multiple screens.
What if Apple partners with BYD to supply the software....From what I've seen, that's where BYD falls short compared to Tesla, imo.
Why u think apple will go hand in hand with byd?
@@paulpaul7777 I don't think they'll go hand in hand with BYD, or exclusive, but given BYD overtook Tesla in EV sales and they're not great at UI/software, Apple might be more interested in working with them first rather than a smaller manufacturer.
Thanks Farzad I always love your intelligent well balanced arguments. But in this particular instance, we must also celebrate Apple defeat, probably the most daunting and feared "Tesla Killer" probably the last, for the next few decades at least, as Tesla consolidate its absolute high tech dominance of the EV world. Apple 10 years great investment commitment has all the positive arguments for Tesla Stock to immediately shoot upward, but it hasn't. But an intelligent analysis certainly must have added at least a 10% unrealized value to Tesla fundamentals, which are waiting a well deserved world financial recognition, which cannot be avoided or suppressed by unfriendly media and defeated enemies. Please keep the bubbles bottles under ice for a little longer, the volcano has too much pressure in the deep to hold, so let us be ready for the multi explosion to happen.
Shame, was hoping for an Apple-Juice network... :)
Great video today, you scored 1293 on the Seer scale of 1300. I'm curious what is the meme saying on your shirt? (I can't see it)
May be Apple & Tesla & Apple should collaborate... that too with vision pro...
Apple miss the chance in 2018😂😂, too arrogant 😊
It had more to do with what happens when subsidy ends, than the non working FSD, version whatever.
Think seatbelts. Think FSD. What ultimately saves a government more money. Our systems are overburdened with costs. If the numbers tell thee bean counters that this cuts costs it will be implemented over time. Darwin: Survival of the most adaptable.
Makes no sense, insurance costs are going up not down
The price difference you talk about is fare to optimistic...Probably only 25% lower cost...
25% is huge, enough to drive economic decisions.
Taxi fleet model saves money so many ways not available to individual.
Still option of sharing trip with strangers - but with privacy.
That’ll surpass experience of trains, lifts, escalators, coffee shops.
We can do it.
Tesla is the best car company ever no gas stations no oil changes no smog check no corrupt dealerships no catalytic converter no dealer mark up above MSRP
Tesla Plaid is 1050 horsepower at $90k
Regulatory approval for FSD happens when Tesla has mass Semi production, FSD working in the Semi, and big corporations who bought Semi get on the phone to their politicians about the money to be saved by not needing truck drivers.
I hadn’t thought about corporate being necessary to make approval happen. Now that you say it, I agree with you. Thanks for this thought and comment TP.
Agreed. That’s huge push in Australia. Gonna be hard to deny when FSD handles B-double.
No one is going to approve FSD on a semi when there is any chance at all of it requiring and intervention, and that looks many years away.
Very hard to predict how personal transport will go over the next fifty years. If a technology transforms it like other disruptive technologies then it could be fatal to move into that space. Maybe should have snapped up Rivian or Lucid as it would have provided a good start. Definitely think Apple should get into robotics.
This generation under driving age will not want to have a car.
They are already adopting Uber as a better alternative.
They can go wherever they want, drink, party and come back home with no worries. They don’t want to maintain a car. It’s cheaper, easier and more sustainable.
If it comes in electric and half the price, it’s cherry 🍒 on top!
BYD announced they will focus on hybrids instead of BEVs. So Apple and BYD retreated.
i just googled it and cant find anything where they say that.. all i found was older news saying they were cancelling ICE and focusing on BEV's and Hybrids. Can you provide link please?
I still think BYD has a path forward with pure EVs. Don’t sleep on the Chinese.
@@farzyness Im a TSLA stock holder... I wish BYD was "focusing on hybrids instead of EV's" not sure where the OP saw BYD said that.. I cant find it anywhere.
@@user-xj5xp6qz5g It is a bit more nuanced maybe. This year they are restricting the manufacture of pure BEV and growing PHEV. But I guess they just really look at the numbers year to year, if BEV is stalling on dealer lots then make a few less for a year.
@@jamie-ck6js that makes more sense.. thank you :)
For the big cities it will be better for people to not own a car and use Tesla taxis thats for sure. If you live far from big city then its better to own car.
Apple have a long history of taking something already invented and then making a fantastic product around the technology that people want (or making them think they do with great marketing!). Look at the Mac, iPod, iPhone, iPad - all using tech like the Mouse, GUI, touch etc. that alrerady existed, but no one had implemented them in a killer product.
I think Apple have realised that Tesla and others are already so far along the curve with their products that Apple can’t jump over them and leap frog into the lead, which they always want to do. I’m not sure it’s one specific product, it’s a combination of cars, FSD, Bots, Battery tech etc. that they can’t innovate substantially to crush the competition.
Steve Jobs was great at doing that....what has been their big hitter since the iphone?
@charrin9086 Tim Cook has been little more than an accountant ensuring Steve Jobs' product innovations continue to cash flow. He's pioneered nothing new since Jobs' death.
@@veralto3411You are absolutely correct- all he has done is to mind the store.
they walked away because they generate 70% margins in services and 30% margins in hardware. $TSLA's margins are eroding lower and lower. u don't need an MBA to see that.
Any chance Apple buys Rivian?
Anything is possible. But I would think that they would have done that, before announcing that they are out of the EV business.
A goos sign that Apple Engineers are not capable in doing their own fsd, but how could they with no data unless they got their data from Wamo.
Apple tossing the towel after v12 release is a coincidence.... I think not 😊
Apple has never been successful in a market with declining prices.
Apple has never been on my radar.
Great show as always. My theory was Tim pulled out of the EV race when he heard Elon is about to launch a 300k flying car!! lol! Which I’m assuming is at least 10 years+ away (or March-25 according to Elon’s release schedule!! 😂😂).
NGL, 3x the top of the line CyberTruck sounds a bit too good to be true. But Im sure there’s an aquatic CyberTruck plane mars rover on someone’s whiteboard!! 🙏 -Mike
They see blood in the streets coming where Chinese automakers will eventually consolidate this will be a perfect time for them to swoop in and buy up a failing company collaborate with the Saudis and purchase lucid or pulstar and just shove their amazing software in there
Apple has been suffering from a lack of innovative product development for the past decade. Perhaps they are pushing their efforts more to Apple TV and entertainment. The phones are great, but there is no clear difference between the iPhone 13 and 15. Really? Why should I buy a new $1000 iPhone every year? Vision Pro? We'll see.
"lack of innovative product development?" Sure. "suffering?" Not with $162Billion in cash!
not suffering but not on forefront
@@FrunkensteinVonZipperneck
BEV and Autonomy/AI are highly coupled. Why, because you need to feed the right AI model with high quality data and a hugh amount of this data.
You can not build or design an optimal AI model, sounless you build EVs at scale and go through the pains of building the infrastructure to auto lable, to build the occupance network, etc etc, etc. You are stuffed.
Each learning stage was a step back but a step forward for Tesla. Yes, external research and developments in NN such as Transformers and Defusion networks were key in helping but Tesla needed to be in the space looking for solutuons and new avenues in the first place to find them and use them in driving. For Example LLMs were never meant to solve conplex routing problems for FSD to navigate complex road junctions. LLMs were designed to predict the next word in a given input text sentence. 😊
How amazing is that.
That's why I never see tesla as the apple of cars. Tesla isn't afraid to take risks and bring true innovation. Apple is the opposite of that even with pikeloads of cash on hand
Farzad. Think more about sensor / perception vs decision parts of FSD.
Whatever the perception package - it’d be nice if screen on car showed model of everything relevant to limit of what impacts decisions - even threats travelling at 80 mph.
Whole Mars video in particular, I’m in the dark about what FSD sees. (Model S?)
Then for decisions & immediate route planning, we only see next half second, nothing about lane selection for next intersection, about obvious route alternatives.
Even with NN, it’s possible the "mapping" might be given more prominence in decisions. Kinda a local area knowledge of extreme familiarity, a milk run. Verses a stranger to town, making decisions on the fly.
This might affect your claim "V12 MUST work by Dec 2024".
There’s still development opportunities to pursue, part of the AGI.
That Apple could "manufacture" a car was always an inside joke. Apple's 'core' business is not making stuff: Apple doesn't manufacture iPhones, iPads, iMacs, MacBooks, McDonalds...
I am not sad at all that they cancelled.
So you put a bunch of people out of work with technology. Where does their income come from now? You can't predict any of this stuff without incorporating the changes to labor and incomes that follow.
Apple realizes it’s impossible to compete with Tesla.
Apple it is! 😅
Tesla's competition is coming All over them self 😂
Stop listening to that juvenile SMR.
I love Apple products for the dependability and style and practicality but really Has Apple EVER actually INVENTED anything from scratch???? It’s basically a marketing/branding company on steroids.
As usual.... bang on the money!
AI geeks think Apple made a huge mistake.
Apple looked at the declining EV market and decided there wasn't enough of the pie to make it worth it.
Apple trying to compete in this space is akin to a sports team attempting to buy a trophy.
Why should they? It was never a real effort on their part, and every lame cloner just copies whatever they do anyway. For example, Microsoft and Google. The Apple “car” seems mostly the kind of idiotic thing that other people THINK they should do. They don’t do that. They put out truly innovative stuff that then gets first lambasted by idiots like Steve Balmer and then relentlessly copied.
Farzamit...? Amarzad...?
Apple just couldn't find a way to make an EV without using Windows....who didn't see this coming?
Something is worrying me. 90% of the time I drive on a known route, I have no consciousness of doing it, my unconscious does the work. FSD has maps and route planning so it knows ALL routes. With the way V12 is said to work, it sounds like they might have nailed the unconscious part. Problem is the other 10%. Something unexpected happens my unconscious flags it up to my conscious mind to deal with. FSD can do that so long as there is a supervisory driver in the car. Possibly it can be done by a remote driver employed in a service center somewhere on a one driver per ten cars basis (good employment for redundant uber drivers). I also worry that without conscious supervision AIs may display psychotic behavior, and people will not be tolerant of AI that is much safer by the numbers but occasionally does something which in a human would be judged evil. More new employment for AI psychiatrists? One interpretation of Apple giving up is that they are not interested in being second to Tesla. Another is they've concluded there is no first place to compete for because the problem is impossible.
You’re right about the judgement of AI. Le’t say they reduce accidents to 1 in 10,000 trips and says that it was 1 in 1,000 for humans. That’s massively better. However, what if that 1 accident with AI meant it ran over and killed a child rather than crashed the car - as it’s not a human there would be massively more outrage (and lawsuits) as like it or not , AI will be held to an impossible standard.
I view it opposite, FSD fantastic at complex situations of pedestrians, traffic, roadworks, but doesn’t have routine trips down to "autopilot" level of predictably.
I’ve only two eyes, wonky mirrors, blind spots galore, distractions, glare, forgetfulness. Information processor easily overloaded.
But I know the school run down to potholes, to particular drivers and crossing guards. I predict driver behaviour based on location, on some intersections. Known black spots.
FSD drives fully conscious & alert all the time. But alien.
It actually needs to accumulate & process huge database for familiar routes.
@@iandavies4853 Yea, I worked on one of the early FSD attempts twenty years ago. We had the same argument as Tesla: humans do it with wonky cameras so it is possible, lets do cameras only. I tried to argue that stereoscopic vision was essential until someone introduced me to a one-eyed racing driver! Human beings are amazing. How did we ever evolve the ability to process a control loop fast enough to fly a fast jet in close formation?
@@john_hind thanks John. Humans are amazing, evolution, brains, way beyond just picking our nose. ;-)
I don’t see perception as the issue now - excellent example of one-eyed racer.
It’s the planning / reaction side. Tesla has hardly started on Dojo (& Nvidia H100) rollout. There’ll be orders of magnitude more video processed by end of year. It’ll be step change in driving ability - I hope. V12 just getting started. Super computer buildout is the issue. Only Tesla has the data source.
@@iandavies4853 Yes, I guess I'm just not convinced the remaining piece of the problem is entirely quantitative. AI keeps reaching ceilings and waiting for some new conceptual approach that enables it to break through and go higher. I'm wondering if we are finally facing the consciousness limit, AI can do the part humans can do unconsciously (with the added benefit of collective learning and more information retrieval), but not the part we can only do consciously.
Hmmm, it is a brilliant business move. Let Tesla continue to take the hits, the R&D, the legal costs, the court fees, and the inevitable lawsuits that will come. When the Feds or if the Feds bless Full Self Driving, we'll license it when it's a real product. In the meantime, watches, cell phones, and computers are working out well for Apple. Does Tesla have any options, even if Telsa knows the inspiration and the tech are divergent? expect to continue with "beta" releases. The ramifications of pulling the plug on FSD, pull the pin on Tesla as a company. Robooteslas may happen, but not in this decade.
Apple is done. NEXT!
NEXT! was Steve Jobs computer company he created while building Pixar...
Apple under Cook is just not innovative. The car and Apple Television debacles proved that IMHO.
Cook gets photography and pretty layout, but Apple software is mediocre at best. The software has a great core but each application that Apple makes is full of bugs and mediocre user interfaces.
I doubt Apple will get anywhere with AI. SIRI is as bad today as five years ago. Their software teams do not have the right people to make any inroads with AI and I doubt that Cook will ever figure that out.
Bitcoin now past 60,000, tripling from months ago. Mag-6 at all-time highs, DOw at all-time highs... and Tesla stock still in the shitter.... wtf So disheartening
Apple can't make EVs. Tesla is already the Apple of EVs.
LMAO Apple actually cancelled because they are a fashion brand. What has Apple actually INVENTED? IBM and Microsoft had tried their hands at iPhone like personal assistants & tablets. Even their recent AR headset has fundamental technical issues about accuracy. Automotive first and foremost is about manufacturing. who manufactures Apple products? well its not Apple...
Apple abandons EV research to join others on humanoids robots, just that. Much more profitable and Elon told them that.
Manufacturing evs is like calculus very difficult and not for everyone alot of these starups will fail very soon
Apple is great at putting combinations of existing technologies together to come up with something novel. Tesla is pioneering innovative technologies and that is a whole different ball game. Apple realised that they are years behind and the downside risks are much greater than the rewards and so will move on to lower hanging fruit.
Farzaddy is yo daddy 🧔🏽♂️
Apple is butt hurt because Elon came out with his phone to compete with Apple so they distance themselves from the EV’S
Apple was never going to market an EV without Jobs.
Buy Tesla stocks! Tesla will have a monopoly on the EV market for a long time. Apple is very rich and could have muscled into the EV space and threatened Tesla's dominance.
I can't stand this dude lol
Thanks for watching!
@@farzyness the guest not you
Need to remember Apple is also prone to cancel projects they don't think will be big enough. Apple could have very well solved autonomous driving. They just decided autonomus driving will not be profitable. That to many people will not pay extra autonomus driving.
WTF is Farzad talking about?? How have Tesla removed 80% of the cost of the car i.e. the driver? EITHER you buy an ICE car and you drive it OR you buy a Tesla and it drives itself with you in it.
~ Or does Farzi see a future where you don't own a car at all, you just dial up a robotaxi whenever you want to go somewhere> That might work fine if you live in a city -- but I don't, I live in a village, and I have always driven at least half an hour to get to work. Nobody in the village is going to own a robotaxi and I can't see Bill Gates or Blackrock or whoever it is that owns all the robotaxis stationing a few hundred of them in our village so that all the people who commute to work can get a ride at short notice.
~ I guess this all needs more thinking about (which Elon has probably done already :o) but some aspects of it remind me uncannily of "YOU VILL OWN NOTHING UND YOU VILL BE HAPPY"
Thinking tesla is leading in "self driving" is just ignorant. BMW has better self driving then tesla. Has better auto Parking. Do ur research.
Bro this is a pumper channel you understand this right lol
@OrganicStuff1 :: Sure, Farzi is a big Tesla fanboi, but his comments re. FSD would be valid for whichever outfit produces an FSD system. I doubt you actually listened to what he was saying; it's easier to just post a snarky comment and move on, no?
@user-my4xu4gf1z :: I'd be interested to know on what basis you say BMW has a more advanced self-driving system than Tesla does. Parking is not the same as self driving, and if there's really a big problem with Tesla self parking it will be fixed with an OTA update, which BMW can't do reliably if at all. Re. proper FSD, so far Tesla have only claimed Level 2 in order to easily comply with the current regulations, although functionally the Tesla driver assist system is around Level 3. But FSD12 will put it up to Level 4, which is equal to or better than an average human driver. And AFAIK BMW's system isn't AI-based, so it will have the same problems that Waymo etc have, which is that they need maps that have to be kept very up to date and so they are only suitable for deployment in towns and cities. Not of interest to me, as I live in a village 35km from the nearest town, and that town is only 10,000 people so nobody is going to make the effort to keep the map up to date. Apart from that, BMW make crappy, expensive EVs (ask Sandy Munro).
He means the driver of a taxi service is the main cost of a taxi trip, not the car itself. You’re paying the drivers wages.
Initially just solve for one market, not every trivial use case imaginable.
So yeah, start in Shanghai, in New York, San Francisco.
I wager you see villagers driving same route as you for work or shopping.
We aren’t Lewis & Clarke, Columbus, forging a new path.
Back in the day, it was hard to justify buying a car, learning the skills, paying maintenance, the risk was huge.
This is happening because EV's are a race to the bottom. The consumer doesn't want them, and once the government incentives are pulled they definitely won't want them. Tesla is the one painted into corner here, and the reason why they were forced into a price war with themselves. Whenever Tesla cuts prices on new vehicles, a corresponding drop in used Tesla's also occurs. This in turn gives the few consumers that actually want a Tesla a cheaper alternative to buying a new Tesla. So Tesla has to cut prices on new Tesla's again, and on and on it goes. BYD, BMW, and so forth, have a lot better and a lot more experienced leadership at the helm, and that is why they did not fully commit to EV's and kept making PHEV's, Hybrids, and ICE. It's all fun and games during the blow off top, but when the air comes out consumers are not going to pay premium for inferior technology. BTW, Tesla does not have a "war chest" of cash once you subtract out the debt and other liabilities. Tesla's cash position is actually not that strong, and certainly not vs an Apple for example.
On the contrary - people do want EVs, and the figures prove it, as gas cars continue to decline. Tesla's original aim was to continually lower the price of EVs, and this they have done. EVs have all the advantages, and don't spew out cancer-fumes.
It costs ~$10 to "fillup" a Tesla. It costs between $50 and $100 to gas up an ICE vehicle. Battery costs will come down ANOTHER 80% by 2030 making EVs cheaper and cheaper over the years. Oh, yeah, and putting Exxon/Mobil and the Saudis and the Russians out of the Incinerating the Planet Business, Firing Missiles into Maternity Wards Business and the Publicly Bludgeoning Women to Death Business. Every point you make is wrong.
@@alexmckenna1171exactly. OP spreading FUD.
Tesla innovates, grows exponentially, only one making stupendous profit. It’s Tesla mantra / motivation to lower cost, to electrify industry, address AGW.
Legacy ICE motivated by money, by scamming consumers, dodging regulators.
I think it’s pretty clear people want EVs… model y is the best selling car in the world. The weird problem with EV adoption is that everyone else sucks at it. Consumers may try a Mach E but then be disappointed on their first road trip, and think all EVs are like that. It’s very unusual to have one company miles ahead of the entire industry. Without Tesla I agree, no one would want an EV long term
@@alexmckenna1171 On the contrary, the "figures" say people don't want EV's. They want them even less when there are no government incentives.
Pick a "DAR" and they probably have it in the car!!!