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Blaze876 Feb 29, 2024 01:30 PM


Originally Posted by AMIRZA786 (Post 11678185)
Elon Musk says stuff publicly that he probably shouldn't. That said, it garners excitement and free media attention. It doesn't really bother me the same as way when Chairman Akio Toyoda would talk about 700 mile range/10 minute charging SSB's, then in the next sentence say nobody really wants EV's. I wait for the product to come out in the real world before I get excited. Also, I'll never own a Roadster, nor a Semi, so I'm not really bothered by over promises

I remember Toyota was suppose to release a ssb vehicle that was suppose to demo at the 2020 Olympics I believe. It's now 2024 and we can't see that vehicle. Being off by months or a year sure, things happen. But being off by 3,4,5 years? Like either the CEO don't have a clue what's going on with that particular product or they are not the genius as people want others to believe or they are being intentionally deceptive.

LeX2K Feb 29, 2024 01:35 PM


Originally Posted by Blaze876 (Post 11678413)
Still unsure why you keep mentioning the Semi is a real product. I did not deny that fact. If I did please state where. I must be an idiot to think it isn't when it actually exist and a customer owns a bunch of them.

​​​​​​Again, Tesla semi was suppose to be taking over the industry 4 years ago. All other truck builders will be left behind. 50k suppose to be built this year. It was hyped for years by Elon and fans of Tesla. The genius could not give a realistic timeline and is off by years and counting.

You've chosen to take missed timelines as the unforgivable sin that overshadows all other accomplishments.

AMIRZA786 Feb 29, 2024 01:47 PM


Originally Posted by Blaze876 (Post 11678413)
​​​​​​Again, Tesla semi was suppose to be taking over the industry 4 years ago. All other truck builders will be left behind. 50k suppose to be built this year. It was hyped for years by Elon and fans of Tesla. The genius could not give a realistic timeline and is off by years and counting.

I'm not sure why being behind the announced timeline is such a big issue to you. Is it better in your estimation that he didn't give a timeline?

I worked for a medical device incubator where the CEO spun out medical device companies based on his ideas of solving a particular issue. When I first started in 2001, his big idea and company was a hand held ultrasound device. There was a picture in the lobby of the CEO holding this handheld device, it was supposed to come out the following year. Five years and three rounds of funding later, it was nothing like the original concept, and was laptop size. The first big customer was Kaiser Permanente, and I got my first glimpse of it in action when my wife was pregnant with our son. The company was acquired by a Chinese ultrasound company (Mindray), and I have no idea if Mindray still manufactures this ultrasound device.

I have a lot of criticisms of Elon Musk, and I don't agree with a lot of antics. A quick observation of him gives me the impression he's highly intelligent, but a pretty shallow human being. He's guilty of being an attention getter, unnecessarily saying and doing things that open him up to criticisms, and he probably stresses out his executive team. But as far as being off on timelines, not a big deal. I mean where is the 700 mile range Solid State Battery Akio has been promising since 2015? I don't see any outrage about that

AMIRZA786 Feb 29, 2024 02:15 PM


Originally Posted by Blaze876 (Post 11678416)
I remember Toyota was suppose to release a ssb vehicle that was suppose to demo at the 2020 Olympics I believe. It's now 2024 and we can't see that vehicle. Being off by months or a year sure, things happen. But being off by 3,4,5 years? Like either the CEO don't have a clue what's going on with that particular product or they are not the genius as people want others to believe or they are being intentionally deceptive.

The first article I saw on Toyota developing an SSB was 2017, it's now 2024 and the SSB has now been pushed to 2026. I'm not holding Toyota to that, it doesn't really bother me that this battery is not ready for Primetime. Nor am I holding it against Toyota's claims of 700 miles and 10 minute charging. It does irritate me a little when Toyota will then pivot and say most people don't want EV's, but I understand why they are saying that and don't hold it against them.

As I said previously, I have some issues with Elon Musk, particularly that he says things in earnings calls that don't help the stock, and I do question some of the design decisions Tesla makes. But as far as timelines, I prefer to get a good finished product over a rushed one. If the timeline goes over what was stated, I'm not going to hold anyone, wither it be Toyota, or Tesla

LeX2K Feb 29, 2024 02:20 PM

I don't remember anyone hyping Semi in fact most completely forgot about it. I was skeptical it would ever happen.

AMIRZA786 Feb 29, 2024 02:35 PM

Making a battery powered Semi that would replace a diesel powered Semi can't be easy. I personally would be willing to forgive Tesla if takes longer than announced to get them fully tested and production ready. Also the fact that they are still hiring a team dedicated to the Semi means it's alive and well

LeX2K Feb 29, 2024 02:55 PM

Apple with unlimited resources couldn't build a car of any kind, making EVs from scratch is really difficult.

Drive Tesla Canada reviews Highland, is it just me or are they always late with everything? They liked the:
Spoiler
 
https://cimg8.ibsrv.net/gimg/www.clu...2ce110b4a5.gif



Blaze876 Feb 29, 2024 02:58 PM


Originally Posted by AMIRZA786 (Post 11678429)
I'm not sure why being behind the announced timeline is such a big issue to you. Is it better in your estimation that he didn't give a timeline?

I worked for a medical device incubator where the CEO spun out medical device companies based on his ideas of solving a particular issue. When I first started in 2001, his big idea and company was a hand held ultrasound device. There was a picture in the lobby of the CEO holding this handheld device, it was supposed to come out the following year. Five years and three rounds of funding later, it was nothing like the original concept, and was laptop size. The first big customer was Kaiser Permanente, and I got my first glimpse of it in action when my wife was pregnant with our son. The company was acquired by a Chinese ultrasound company (Mindray), and I have no idea if Mindray still manufactures this ultrasound device.

I have a lot of criticisms of Elon Musk, and I don't agree with a lot of antics. A quick observation of him gives me the impression he's highly intelligent, but a pretty shallow human being. He's guilty of being an attention getter, unnecessarily saying and doing things that open him up to criticisms, and he probably stresses out his executive team. But as far as being off on timelines, not a big deal. I mean where is the 700 mile range Solid State Battery Akio has been promising since 2015? I don't see any outrage about that

This is a Tesla thread. Not going to derail it with Toyota discussion. You and others have shared your displeasure multiple times about Toyota empty promises as well....if you give musk a pass for his miss deadlines then I'm not sure why you have an issue with Toyota missing their deadlines.

I personally have just as much of an issue with Toyota doing it. Seems like they chose a random year and announced ssb will be in cars that year.

Blaze876 Feb 29, 2024 03:07 PM


Originally Posted by AMIRZA786 (Post 11678469)
Making a battery powered Semi that would replace a diesel powered Semi can't be easy. I personally would be willing to forgive Tesla if takes longer than announced to get them fully tested and production ready. Also the fact that they are still hiring a team dedicated to the Semi means it's alive and well

So forgive them because making a battery powered semi is hard but chastise Toyota for making SSB powered cars because it's easy?

swajames Feb 29, 2024 03:08 PM

I wouldn't read too much into Apple pulling the plug. They are very focused on return on capital, and will be less concerned about the sunk R&D cost than they would be about future return on capital. In other words, it's less about the (say) $10bn sunk into Titan to date and more about the possibly greater return they might drive from a different use of the investment of capital that would have been required to bring Titan to market. Also don't forget Apple is already pretty ubiquitous in the car through CarPlay, and remember that the generally accepted understanding for Titan was less about Apple building a car than Apple providing a software and hardware platform that would go in to a car an established EV manufacturer would build.

And for context, Apple's net income for the past three years was roughly $300bn, never mind their total net income over the life of the Titan project. So $10bn in R&D, which will generate R&D credits and tax deductions, doesn't really make a dent in that at all.

AMIRZA786 Feb 29, 2024 03:09 PM


Originally Posted by Blaze876 (Post 11678485)
This is a Tesla thread. Not going to derail it with Toyota discussion. You and others have shared your displeasure multiple times about Toyota empty promises as well....if you give musk a pass for his miss deadlines then I'm not sure why you have an issue with Toyota missing their deadlines.

I personally have just as much of an issue with Toyota doing it. Seems like they chose a random year and announced ssb will be in cars that year.

I already said, I give Toyota a pass, even though they have nothing to really show for it, including a non-existent SSB. Tesla actually has a Semi, which was driven and praised by Jay Leno, and my nephew was just hired to be part of

AMIRZA786 Feb 29, 2024 03:12 PM


Originally Posted by Blaze876 (Post 11678493)
So forgive them because making a battery powered semi is hard but chastise Toyota for making SSB powered cars because it's easy?

I forgive them for God sake 🤣🤣

LeX2K Feb 29, 2024 03:14 PM


Originally Posted by Blaze876 (Post 11678493)
So forgive them because making a battery powered semi is hard but chastise Toyota for making SSB powered cars because it's easy?

Toyota doesn't have any car with a solid state battery not sure what you're trying to compare here.

AMIRZA786 Feb 29, 2024 03:15 PM


Originally Posted by swajames (Post 11678494)
I wouldn't read too much into Apple pulling the plug. They are very focused on return on capital, and will be less concerned about the sunk R&D cost than they would be about future return on capital. In other words, it's less about the (say) $10bn sunk into Titan to date and more about the possibly greater return they might drive from a different use of the investment of capital that would have been required to bring Titan to market. Also don't forget Apple is already pretty ubiquitous in the car through CarPlay, and remember that the generally accepted understanding for Titan was less about Apple building a car than Apple providing a software and hardware platform that would go in to a car an established EV manufacturer would build.

And for context, Apple's net income for the past three years was roughly $300bn, never mind their total net income over the life of the Titan project. So $10bn in R&D, which will generate R&D credits and tax deductions, doesn't really make a dent in that at all.

I think that's where Apple would come in...building software and infotainment screens. I'm sure they would to do something similar to Android Automotive


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