Elongated Muskrat doesn’t know engineering, according to those in the know. Teslas current
successful state*lead is because of the engineering R&D set in motion by the original founders. Those ran out of steam till the model 3. The cybertruck is the product of Musk’s reign, and it doesn’t hold a candle to the originals.Tesla doesn’t have a recent track record of investing in thr right technology that require insight. Moreover all the strategic decisions taken by Musk at the helm haven’t borne fruit: Gigafactories, camera based self driving, cybertruck’s steel body.
CATL’s Zeng agrees,
Zeng believes Tesla lacks the expertise to successfully develop and manufacture the 4680 cells at scale. Indeed, scaling up production of the 4680 cells has proven difficult. Tesla has faced issues with the cells collapsing in on themselves during use. Other battery manufacturers like Panasonic have also cautioned about technical problems hindering mass production.
Musk is a sales/marketing guys larping as an engineer.
I never understood how Tesla’s “Full Self Driving” marketing was legal.
I get the impression that false advertising laws are weakly enforced in the US, but this seems like an example where you can’t come up even with a veneer of plausible deniability. It literally does not offer full self driving and the marketing creates serious life-threatening risks for the public.
I think you’re right: it shouldn’t be legal. But there’s a clear underfunding/political unwillingness to prosecute big non-slam-dunk cases. Now with Trump in power that’s exceedingly unlikely on a federal level.
Zeng also touched on Musk’s leadership style in the Reuters interview, particularly his tendency to set ambitious timelines. Zeng noted that Musk often promises delivery times that are shorter than realistically achievable, a strategy Musk reportedly employs to “push people.” This approach has led to skepticism in the industry and among consumers, especially regarding promises about technologies like full self-driving.
Not just to push people, but also to keep investors hyped about the company. He’ll throw out all sorts of random crazy vaporware like robots, the full self-driving feature, and robotaxis to keep the stock price in the skies as investor imagine boundless potential. It’s perhaps the main reason why the company is valued at more than the next big dozen or so automotive companies COMBINED: https://companiesmarketcap.com/automakers/largest-automakers-by-market-cap/
