Yes. For the love of you know who. Please, just one Tesla permanent thread.

 

no, just as we don't have one gm or ford thread, etc.

 

LOL, let's get back on topic! To thread or not to thread is not the issue here. Tesla is not a horse we need to beat nor ignore. This article sends a tidal wave message of re-inventing the car and do vertical integration. No wonder so many wanted to see Tesla to fail.

Tesla did the tech integration so far ahead of the industry because it was forced to be self aware (to nearest charging stations, measuring power consumption within the vehicle, and safety awareness of surrounding vehicles). This endeavor alone is not enough. The vertical integration of the electronics is really becoming the "Terminator" moment in the car industry. Supercomputing imaging processing power resides in each vehicle and believe it or not - it runs on low power. How can anyone really compete with this without power hungry graphics cards? Over the air software updates to further refine the vehicle just like your smartphone updates it's OS. Get out of here.

No matter what, it is truly becoming a great global American success story we can be proud of. I am more impressed with Tesla in being able to do the tech innovation like no other. It was a matter of survival to pull this off and integrate the best of their learnings from the Model S and X to achieve the Model 3.... Obviously the finishing touches saves the best for last in Model Y, which will be very S3XY indeed.

The story is not over with Semi and CyberTruck due on the horizon -- all equipped with the advanced auto-pilot technologies as standard. Why would you trust any other autopilot or advanced safety system with a 6-8 year tech advantage and near real time data gathering about our roads. Yep, the Terminator moment has arrived. It lays out the blueprint for future tech cars and how to evolve to a smart car. Auto execs are going to be dealing with hard questions of what they are really in the business of, who to partner with for survival, and how to slash supply chains by 50% or more. This will be a house of pain for many years trying to copy or replicate a competitive answer to Tesla.

 

Its the same arguments in every thread.

 

It's not the same argument. This article is about the current supply chain being a hindrance to automakers vs an asset. If you don't like Tesla threads, simply don't read them.

 

How many Tesla is so great threads are we going to have to have on this site?

 

It's car chat. I thought the vertical integration strategy vs the current complex supply chain of the traditional OEMs was an interesting read.

 

Don't like the thread don't read it?

On topic Tesla making most of the computer tech/software themselves in theory should have been very risky but it's paid off in a big way. Has any other auto maker made their own custom CPU?

 

Thanks. That's exactly the point. To paraphrase the latest Oscar winning Best Picture -- the supply chain in itself is a "Parasite" on how the car is made.

The electronics cannot achieve full integration. Heating and cooling systems are distinct and separate. OEMS assemble it all together as a final product around their engine and body shape following a 'design language'. You're talking about years of planning of at least 3-8 years out. It is a long term dance with suppliers. Without them, there is no vehicle. There's simply too many 'stay in your lane bro' behaviors contributing to current car complexity. Someone needs to take a Thor's hammer to current way things are done and re-design it from the ground up with a 33% fewer parts. And do it again for the next generation with another 33% fewer parts. You're talking at least 8-12 years of evolutionary advances and telling certain supply chains that it is the end of the road for you bro. Not so easy to make Parasites go a way.

 

Nothing against tesla or their tech, but these tesla posts are straight lunacy.

 

Not to mention the valuation. Count me in at the $3xx handle.

 

The original post is usually from publications and are interesting. Then crazy things are said to start the argument.

 

It's weird how people are so attached to brands like they are board members with millions of dollars in Stock. People bash Tesla for no apparent reason, Toyota is not paying you to defend them.

 

as EZZ and Lexus2000 said, if you don't like Tesla news threads, don't read them. The thread title is usual click bait inflammatory, but the information is relevant.

it's not different than say apple which does its own software and cpu design but apple does of course OUTSOURCE almost all of its manufacturing so complete vertical integration isn't necessary at least in their case.

i have no idea what you're talking about. tesla does not make everything itself. the original model s air suspension was from mercedes i believe. of course they don't make tires, and MANY other components of the car. yes they do the integrated electronics and software because they had no choice. that simply wasn't available from anyone else.

i do agree with you that a (mostly) clean sheet of paper including not having to deal with emissions nonsense or the inefficiency of ICE engines allowed tesla to make a fundamentally simpler vehicle. the issue as we all know is range, range, and more range. the big screen, video games, and other fluff is just that, stuff to appeal to those interested in tech. but still, anyone living in an apartment off the ground is unlikely to be able to live with tesla unless the complex has charging parking spots (like almost none do).

i also agree that tesla is a great american success story but i don't believe by any stretch that they are invincible. while no other single car maker is likely create a giant battery factory, other battery makers (panasonic, lg, etc.) may well form HUGELY capitalized manufacturing of batteries on a vast scale to diminish tesla's current advantage.

 

Wasn't Ford the original vertical integration master? At one end of the enormous factory you had iron ore entering. Ford made their own iron and steel, made their own parts, assembled their cars, and out the other end of the factory rolled Model Ts. Or at least that's how I remembered the story. Then automakers discovered they could do things more cheaply and efficiently by outsourcing (the genius of capitalism and competition).