Will other EVs ever catch up with Tesla?

[1969Mach1Mike]

Those side view mirror image bubbles the Hyudai pop up on the dash screen when you turn on a turn indicator are absolutely perfect. I wish Ford would adopt that. Tesla should as well.

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[Mach1E]

Those side view mirror image bubbles the Hyudai pop up on the dash screen when you turn on a turn indicator are absolutely perfect. I wish Ford would adopt that. Tesla should as well.

I dunno, reminds me of the old tale:

NASA spent millions developing a pen that could write in extreme temperatures, upside down and in the vacuum of space.

The Russians used a pencil.

 

[dmasteR]

Tesla will also need to heed their bottom line once Ford & GM no longer have to pay them for emission credits.

How much has GM / Ford paid Tesla in Q4 of 2021?

 

[Bryan_GTPE]

All these comments are great! Of course other companies, Ford included will eventually surpass Tesla, yes I’m biased since I love my MachE, but they are very close now, give them a few more years. Every few years one or two manufacturers leap the others and then a few years pass and the rest catch up, and a few more and that innovator is stuck in the past. It’s a cycle that will continue to the end of days.

 

[bp99]

Those side view mirror image bubbles the Hyudai pop up on the dash screen when you turn on a turn indicator are absolutely perfect. I wish Ford would adopt that. Tesla should as well.

Tesla implemented blind spot camera view on the screen triggered by turn signals in late December.

 

[Mach1E]

How much has GM / Ford paid Tesla in Q4 of 2021?

“In fiscal Q4 2021, Tesla’s regulatory credits sales clocked at $314 million on a quarterly basis.”

https://stockdividendscreener.com/auto-manufacturers/teslas-regulatory-credits-revenue/

 

[Maquis]

How much has GM / Ford paid Tesla in Q4 of 2021?

The last number I remember is $518 million in Q1. I can’t find a breakdown on payers, but I believe most, if not all, is from traditional automakers.

Edit: I found that the largest payer is Stellantis (Chrysler).

 

[voxel]

I don’t know why folks are obsessed with software aspect of Tesla.

The two things Tesla does better than all carmakers is battery pack design(includes cooling) and charging network. At least 3-5 years ahead.

Government subsidies will alleviate the differences in public charging (European grants and tax credits for EV chargers are pure gravy so I can see why they have the network they have).

And second and third gen EVs will have more reliable/robust/performant battery packs that don’t suffer from coolant pump failures, heat/cold-gating during charging, and five second throttling to prevent overheating.

 

[dmasteR]

“In fiscal Q4 2021, Tesla’s regulatory credits sales clocked at $314 million on a quarterly basis.”

https://stockdividendscreener.com/auto-manufacturers/teslas-regulatory-credits-revenue/

The last number I remember is $518 million in Q1. I can’t find a breakdown on payers, but I believe most, if not all, is from traditional automakers.

Edit: I found that the largest payer is Stellantis (Chrysler).

Ah found the numbers. It's a drop in the bucket though in the grand scheme of things. Tesla's automotive revenue is 50x that number.

 

[timbop]

i am specifically talking about the Tesla software.

i didn't buy a Tesla because i didn't like the shape, they are too ubiquitious and all that, but i would love it if MachEs came with the similar software (blind spot camera on pad, sentry mode, pedestrian alert, etc) ... and in addition have the same software release frequency.

with Tesla having a good twenty year headstart and being increasingly seen as a tech company, i wonder if other EVs will ever catch up with it on the tech side.

Absolutely.

The thing with software is how malleable it is, and Ford can (and has) learned a lot from Tesla's current product - Ford doesn't need to follow every stop on the R&D path they can skip ahead.

 

[ARK]

This whole years behind catch up thing is basically a Tesla talking point to gin up interest in the company. Industries don’t work like that, each product cycle is sort of like a new round. Lots of companies that were dominant with a current generation of product no longer are with a future generation.

Like say Intel and AMD, 10-15 years ago, Intel chips wiped the floor with AMD chips. That didn’t do them much good in staying ahead when designing future iterations of chips. Being great with the current product only goes so far when designing the next generation product.

Or BlackBerry and Apple, that BlackBerry had a head start with smartphones, didn’t save them when it was a new year with a new phone to design, year after year.

Even look at the Rivian truck, put the powertrain aside and just look at it’s ability to function as a pick-up truck. No one is saying Rivian’s truck bed is decades behind the F150, Silverado, or Ram. It frankly doesn’t matter a whole lot that these companies have been building trucks for decades and Rivian is just starting out. Rivian has made a fine truck, a good vehicle from the get go, and I’m not even talking about the powertrain.

 

[Mach1E]

Ah found the numbers. It's a drop in the bucket though in the grand scheme of things. Tesla's automotive revenue is 50x that number.

Revenue maybe, but those credits are pure profit.

I’ll take profit over revenue any day.

Their entire net income in 2020 was only 270 million.

The credits matter.

 

[dmasteR]

Revenue maybe, but those credits are pure profit.

I’ll take profit over revenue any day.

Their entire net income in 2020 was only 270 million.

The credits matter.

Not really sure why you're bringing up 2020, when it's 2022 now. Their overall profit on just vehicles is still 15x the credit. No doubt it's pure profit but it's still a drop in the bucket.

 

[Mach1E]

Not really sure why you're bringing up 2020, when it's 2022 now. Their overall profit on just vehicles is still 15x the credit. No doubt it's pure profit but it's still a drop in the bucket.

Because it’s not that long ago. They’ve only had a single year of profit (2021) that would have still been profitable if it weren’t for the credits.

Thus why he said they need to figure out how to be profitable without them. It’s not that complicated of a concept.

 

[coolshades]

This whole years behind catch up thing is basically a Tesla talking point to gin up interest in the company. Industries don’t work like that, each product cycle is sort of like a new round. Lots of companies that were dominant with a current generation of product no longer are with a future generation.

this is a great point.

Apple invented the touchscreen phone and changed the industry. it essentially put Nokia out of business and Samsung was way way behind.

today, Samsung and Apple phones ... it largely comes down to philosophical preferences.

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