I needed some comedy today, and boy did this do the trick
Musk doesn't materially address any of the meaningful manufacturing questions/issues and Munro quickly stops even hinting at them and lobs softballs, but apparently this comes across as a deep, substantive and focused talk about manufacturing to lots of folks🤷‍♂️
"The real obstacle to Full Self-Driving is state-to-state variations in road lane markings" sure is a take.
"Organizational and structural errors manifest themselves in the product" is as close to an actual insight as you'll find here. Of course, if you Google "Tesla galvanic corrosion" you'll realize the material mix lessons Musk hints at were learned on customers.
I know I've said this before, but the fact that Tesla has engineered two versions of the Model Y and that the second has LESS in common with the Model 3 (despite being almost indistinguishable from it) shows that basic automotive strategy is a lesson that lingers, unlearned.
All of this talk about wiring is about a concept that Tesla engineers have been working on in their abundant free time (ha ha), and which (based on the latest information I've heard) has never come close to working. Insiders tell me it's a "pipe dream." electrek.co/2019/07/22/tes…
Sandy Munro chooses to close out this farce by stating that short selling is "immoral" and asks for Musk's take, because who could guess what he thinks about the subject?

A fitting conclusion to this laugh fest.

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More from @Tweetermeyer

4 Feb
Here's a fun mental exercise: if you did want to run a self-driving car scam starting in 2016, how would you have made it different from Tesla's "Full Self-Driving"?

It's genuinely difficult to think of a better way to pull that off than exactly what Tesla has done.
Start with the most important consideration: the marks. Do you target VCs? Sure, they are hype-susceptible and fallible but they also have access to experts and lawyers. No, you would target the public, who know nothing.

Incidentally, only one AV developer takes consumer cash.
What's the pitch? Well, everyone else is pitching Level 4 robotaxis because the tech is pricy, so not that. Sell the dream: SAE Level 5 autonomy, but in a car that you can afford to own yourself. Better yet, it can be a robotaxi that works for you and pays for itself!
Read 10 tweets
3 Feb
This starts in five minutes, so you just have time to register and tune in. Really excited to learn more about the semifinalists in @USDOT's Inclusive Design Challenge!
Kathy Klinich of @UMTRI is explaining their work on a universal docking interface geometry for wheelchairs and an automated seatbelt system, aimed at allowing wheelchair users to use an autonomous vehicle without any human assistance. Such a cool and important project! 🦾🦾🦾
AV developer @May_Mobility's @tara_a_lanigan says accessibility is a core value for the company, which is why they teamed up with @UMTRI to pilot implementation of their wheelchair anchoring system in their autonomous shuttles as part of the USDOT Inclusive Design Challenge.
Read 8 tweets
2 Feb
Great job of spelling things out here by @Tim_Stevens. In my entirely personal opinion, showing this yoke publicly as a future vehicle option reeks of the sense of regulatory impunity Tesla has enjoyed in the US for years now.
Even where regulatory bodies are not particularly zealous or capable, most industries cultivate ~the appearance~ of deep respect for their regulator. That's certainly the norm in the auto industry. Breaking the rules is one thing, flouting the rules is very much another.
Musk likes to "pre-announce" things well before they're ready. New Tesla models. Self-Driving options. Funding rounds. LBOs. In 2009, he claimed DOE would soon disburse loans Tesla hadn't fully applied for. Here's a more recent and famous example 👇
Read 6 tweets
1 Feb
Wow, this is huge. AI and the cloud have more short-term transformative potential for automotive product development, manufacturing and supply chain than AVs. Interesting consumer-facing moves here too, with unique Android-based "digital experiences" and an app ecosystem.
In LUDICROUS I talk about the fact that an app ecosystem is more fundamental to the smartphone revolution than the hardware form factor or UI.

Here's Elon Musk telling Steve Jurvetson in 2009 that "we've got people like writing apps for the car". 🤷‍♂️

The first "smartphone on wheels" will not be the first car with a giant screen or a smartphone-inspired UI, but a car that has a robust and meaningful ecosystem of useful and popular third party apps. That opportunity is still out there!
Read 4 tweets
22 Jan
Well, that explains Musk's sudden interest in carbon capture! 😂
I'm so old, I remember when @montana_skeptic's oil/gas investments (part of a diversified family office portfolio he managed for his employer) was touted as proof positive that he was an utterly untrustworthy shill for planet-destroying fossil fuels. 🤔 electrek.co/2018/07/24/tes…
Like the Sandy Munro thing, the most galling part of this is not Musk's/Munro's behavior, but the shameless hypocrisy of his fanbase.

It just goes to show that, behind the facade of smarmy self-righteousness, the culture emanating from Tesla is utterly ruthless and unprincipled
Read 8 tweets
22 Jan
Waymo CEO @johnkrafcik says Tesla is "absolutely not a competitor" to his autonomous drive technology company.

I talk to a lot of AV developers on a regular basis, and I can't think of a single one who does think of Tesla as a competitor. manager-magazin.de/unternehmen/au…
The response that "Teslas can self-drive everywhere and Waymo can't" based on FSD beta footage is laughable. In case you haven't seen this, here is a playlist of Waymo driving 1,000 miles across California without interventions... in 2009! youtube.com/playlist?list=…
If some long drives without interventions meant a company was on the cusp of real driverless L5 autonomy, Waymo would have got there a long time ago. It's just not the case: the more "nines" of reliability you stack up, the harder it gets. That's why AVs are later than predicted.
Read 4 tweets

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