From the recent announcements, it does seem that Tesla has abandoned
their original goals. I'll guess musk wants to put his attention where
everyone else is failing: FSD. He could continue with producing cheap
cars and probably succeed. But it wouldn't be as exciting and
disrupting. And, well, you know what motivates musk.
I don't think anyone publicly knows how far advanced (or not) FSD is.
The payoff would be unimaginable. If he's going to bet the company on
it, maybe they're close ? But what do i know ?
Peri
------ Original Message ------
From "EV List Lackey via EV" <ev@lists.evdl.org>
To "Electric Vehicle Discussion List" <ev@lists.evdl.org>
Cc "EV List Lackey" <evp...@drmm.net>
Date 5/15/2024 2:22:13 AM
Subject Re: [EVDL] 46 Pure EVs for sale, Teslas competition.
On 14 May 2024 at 10:35, Rush via EV wrote:
I think that anybody having any knowledge of how a business is conducted
would say that 'yes, profit is a good thing'.
Let's restore the context:
AND still make a hefty profit on each car
As I understood it, and someone correct me if this is wrong, the original
Tesla "master plan" was to get to mass market EVs. They'd start with
building luxury EVs for rich people, and use the presumably *hefty* profits
from that venture to design and build EVs for the rest of us.
That plan was written a long time ago - maybe 2008? Again, someone please
help me out here.
The Model 3 was introduced 7 years ago, in 2017. That was real progress
toward affordable EVs, 9 years on from the master plan's inception. Not
bad.
Is that master plan still their guide? If so, what progress have they made
on it since?
Not the Model Y (2020). It's more expensive.
I'm pretty sure it's not the Cybertruck (2023), either.
It seems that since 2017, Tesla has gone into reverse on their original
master plan.
Their recent investor call suggested pretty strongly that they're going to
start using their EV profits less to develop EVs, and more to develop AI,
autonomy software, and robotaxis.
Their recent layoffs seem to confirm that direction.
What do you think of this?
Is it a good thing?
Is it likely to be permanent, or is it just another Elon Musk shot-from-the-
hip that he'll change next month or next year?
David Roden, EVDL moderator & general lackey
To reach me, don't reply to this message; I won't get it. Use my
offlist address here : http://evdl.org/help/index.html#supt
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