ItIsMeHere

Tesla, SpaceX, and Tech

[ItIsMeHere @amMeButYouRu]

@FutureAZA @lucagrecoita Luca @lucagrecoita has done an incredible job tracking the industry, educating many of us, and showing how Tesla has used casting technology to their advantage.

I always look forward to his posts.

[ItIsMeHere @amMeButYouRu]

@Cyber_Trailer Agree. I know David doesn't mean any harm - he's highlighting how good Cybarcab is at avoiding pedestrians - but this isn't something we want to see happening with some of the kinds of people we've seen attacking Waymo vehicles.

[ItIsMeHere @amMeButYouRu]

It starts with the key problem: most PHEV owners just don't plug in.

When politicians set incentives for PHEV purchases they didn't require any charging method be required.

It would have been better to channel some or all of those incentives toward purchasing a home charger or a prepaid charging amount on popular EU charging networks.

[ItIsMeHere @amMeButYouRu]

Easy to guess some of the topics they'll hit him with. Relying on "sources" either anonymous or with an obvious axe to grind.

The press will really enjoy fresh content to attack Elon with. Even if most of it is rehashed from prior attacks.

Might as well just watch the crazies and shorts go nuts.

[ItIsMeHere @amMeButYouRu]

@SawyerMerritt Heated and ventilated seats for sure. Reclining maybe but that is likely to increase "activities" in the car.

Tray table I would say yes for convenience but only if they are indestructible and can be moved easily out of the way.

[ItIsMeHere @amMeButYouRu]

@Michael_L_Rauch I know David is showing how incredibly well the vehicle responds to pedestrians but we don't need to give ideas to idiots out there.

We've seen what people do to Waymos in some cities. Lets not encourage interference and attacks on Cybercab.

[David @dayonefoundry]

"Hi I'm a Cybercab"
"And I'm a Waymo"

[ItIsMeHere @amMeButYouRu]

@mikepat711 I've been doing mine at 12k.

Also started using Costco because it was $29 instead of $60-70.

[ItIsMeHere @amMeButYouRu]

Today we see the result of this thinking.

September 3 VW announces 50k more job cuts until top of the previous 50k. It is slashing its model range by 50%. It is reducing production. Four of its German plants have no future models to produce which will lead to closure unless "alternative uses" can be found.

Most of the established automakers made the same mistake. Instead of understanding how Tesla's approach was the path to future auto production, they all presented themselves as dominant due to their size.

[ItIsMeHere @amMeButYouRu]

@DirtyTesLa Crap. It caught Waymo disease.

[ItIsMeHere @amMeButYouRu]

@DaveMattson Brilliant

[ItIsMeHere @amMeButYouRu]

@CyberMikeOG Nice I guess but...

[ItIsMeHere @amMeButYouRu]

@itskyleconner @ElectrifiedMarn @Taiga_Motors You know while this looks like an amazing amount of components crammed under the hood, am I the only one who thinks maybe this looks like it could use some simplification?

Kinda looks like Raptor 2 level. Hopefully can get to Raptor 3 level.

[ItIsMeHere @amMeButYouRu]

@aelluswamy Funny thing is so many of us knew they were completely wrong. Yet so many "experts" took this chart as proof of what they wanted to believe.

[ItIsMeHere @amMeButYouRu]

@cybertruck Fantastic! Tesla continues vertical integration while reducing reliance on foreign materials and creating jobs and engineering advances.

[ItIsMeHere @amMeButYouRu]

Sometimes it pays to listen in class

[WhiteMonsterFuturist @MonsterFuturist]

My professor:
We have a NASA guy coming to present at the university next week if anyone is interested. He’s an administrator.

Me:
What’s his name?

Professor:
Checks notes: Jared Isaccman

[ItIsMeHere @amMeButYouRu]

Cybercab drive unit is smaller, lighter, and NO RARE EARTHS.

Incredible engineering by team @Tesla

[Sawyer Merritt @SawyerMerritt]

The Cybercab drive unit features a simplified bar-wound stator and lubrication system, plus an overall architecture that enables fully automated, sub-10-second cycle times.

It is 18% smaller, 25% lighter and more efficient than other top performing electric vehicle drive units.

[ItIsMeHere @amMeButYouRu]

I'm not saying that eventually Tesla shouldn't enter the niche market. But those markets are small, have very specific requirements, and pour capital, engineering, and manufacturing, and other precious resources into areas while taking away from other efforts.

There are/have been players in these niche spaces. I've invested in a few. Most have struggled and/or died.

Box trucks like Rivian produces may be a good follow up to Tesla Semi. Many of the customers will overlap and they would already have some charging infrastructure in place (it would need to be expanded).

[ItIsMeHere @amMeButYouRu]

There's a lot of segments to fill. Bikes, motorcycles, freight trucks, school busses, garbage trucks, trains, boats, airplanes. Tesla can't tackle them all. Even when sticking to automobiles it needs to invest in segments that can scale, profit, and take leadership.

Telsa's mission statement (before "abundance" addition) was to "accelerate the world’s transition to sustainable transport."

It does not need to be in every segment of transportation vehicle to do that. Semi truck is much more important to "sustainable transport" than S/X.

I agree that Tesla should at some point reenter the luxury/premium market. For now it doesn't really help.

Ask Lucid and Rivian how hard that market is. Tesla has learned hard lessons to become an actually profitable EV maker.

Believe me, I'd like to get another version of the S in the future. If I had to buy another car today that would be challenging -- I'd probably try to buy a final series S from someone. The other choices aren't great for various reasons especially software, FSD.

[ItIsMeHere @amMeButYouRu]

I don't view it as a "bust". That's just Gary being Gary.

But I think people were hoping for some surprise when in fact it was the event as advertised: Cybercab launch with ability to review the production vehicles.

That's it. They already have autonomous Robotaxi's running around so the new elements were just the car and how it integrates into the existing system and app.

It was a successful launch. It didn't have any hidden gems or "one more thing" elements.