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Originally Posted by GGG
I don’t think that is the argument being made here. It’s the opposite, when is it too late for the big automakers to enter the market to avoid being left behind.
The Pro-Tesla crowd appears to be arguing that Tesla has an insurmountable lead which I would argue is not well founded.
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Nobody said insurmountable. I said 5-10 year lead.
The other issue here is that GM invested $2 billion into the hopes and dreams of Nikola, and the founder and CEO just resigned and quit after his company got investigated.
If anyone has been paying attention, Nikola was seen as a big Tesla competitor.
Then you have this.
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TOKYO -- Toyota Motor and Volkswagen each sell 10 million cars, give or take, every year. Tesla delivered about 367,500 in 2019. But when it comes to electronics technology, Elon Musk's scrappy company is far ahead of the industry giants.
This is the takeaway from Nikkei Business Publications' teardown of the Model 3, the most affordable car in the U.S. automaker's all-electric lineup, starting at about $33,000.
What stands out most is Tesla's integrated central control unit, or "full self-driving computer." Also known as Hardware 3, this little piece of tech is the company's biggest weapon in the burgeoning EV market. It could end the auto industry supply chain as we know it.
One stunned engineer from a major Japanese automaker examined the computer and declared, "We cannot do it."
The module -- released last spring and found in all new Model 3, Model S and Model X vehicles -- includes two custom, 260-sq.-millimeter AI chips. Tesla developed the chips on its own, along with special software designed to complement the hardware. The computer powers the cars' self-driving capabilities as well as their advanced in-car "infotainment" system.
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https://asia.nikkei.com/Business/Aut...Toyota-and-VW2
And this.
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Volkswagen CEO Hebert Diess has admitted that Tesla has a significant lead when it comes to software and its use in its self-driving program, according to leaked internal communications.
Tesla pioneered over-the-air software updates in the auto industry.
At first, it was touted more as a smartphone-like feature that enables your car to have a better user experience over time.
However, Tesla’s use of over-the-air software updates has evolved, and it is also now at the center of the automaker’s effort to achieve a fully self-driving system.
Volkswagen is recognizing that, and its CEO, Hebert Diess, is apparently “worried” about it.
The German magazine Automobilwoche obtained internal communications at Volkswagen from the CEO talking about Tesla’s software, which he admits is ahead of its own and “any other automobile manufacturer.”
In the internal communications, Diess says that Tesla’s lead gives him “headaches.”
He conceded that customers appear to love Tesla’s deep software integration with features like using your phone to control the vehicle and building the user experience around a center screen inside the car.
But what is of greater concern for VW’s CEO is Tesla’s use of software in its Autopilot program:
What worries me the most is the capabilities in the assistance systems. 500,000 Teslas function as a neural network that continuously collects data and provides the customer a new driving experience every 14 days with improved properties. No other automobile manufacturer can do that today.
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https://electrek.co/2020/04/27/vw-ad...leak-internal/
and this.
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In a recent review of the Tesla Model 3 by German newspaper Die Welt, auto industry expert Prof. Ferdinand Dudenhöffer is quoted as saying that Tesla has a huge lead over the competition. “The technical lead is easily four to five years. Range and driving pleasure are unmatched.”
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https://cleantechnica.com/2019/06/19...dustry-expert/
And on and on.
Just a strange thing to ask, wondering what Tesla is doing that anyone else can't do.