Elgarageo ep 18, Elon Musk's Tesla is over.
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- Опубліковано 24 вер 2024
- Take a look at episode 18 of our vlog series, Elgarageo. We're going to check in with you to show you what's new in King Motors, what new stock has arrived and share our thoughts on how to put the world to right every couple of day for a while.
Comment below or email us at kingmotorvideos@gmail.com
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at 3:40 you said tesla doesn't have "the r&d of the big manufacturers". what do you mean? quality control...because of the frunk "guillotine" problem? what about gigacastings, 48V, ethernet, octovalve, steer by wire, software in general, and whatever they do to make the absolute safest cars on the road. i'm asking sincerely if you think tesla is behind the other oems in r&d capability. thanks.
That’s tech, not the application of it.
No I don't, quite the contrary actually. I think their tech is fantastic and truely ground breaking but where I do believe they fall massively behind is in the application and future maintenance of it. The cyber truck was nowhere near ready for market delivery and yet they pushed it out because of the timelines and bombastic claims made by Musk. The R&d I'm referring to is in their ability to control quality generally and their apparent complete lack of after-sales care or availability to repair their older cars in a reasonably priced way, which gives the red-top rags some great headlines. I've honestly recieved hundreds of clips of cyber-truck with panells falling off on the highway etc and it isn't good enough frankly.
Let me dissassemble this:
"what about gigacastings"
Gigacasting is dead, it has been canceled, wont happen. (Tsla Press Release, May 1st 2024, can be found on CNBC, TheVerge, InsideEVs etc) Wont.happen.
"48V"
Audi, Porsche (and well the rest of VAG), Mercedes all use 48V systems in their upper class cars since 2018, particularly the mild hybrid ranges. The tech is even older in HGVs. 48V is the natural progression of board electronics in the car world, same as at some stage we moved on from 6V. All manufacturers do it. This is primarily down to supply change slowly transitioning from 12V systems to 48V systems. Frankly, Tesla is a bit behind here especially in their higher end models.
"ethernet"
Not sure what you mean here. Ethernet is a communication standard originally defined in IEEE 802.9 originally defined in 1973, Not really a Tesla invention. Tesla would implement Ethernet in accordance with the latest IEEE updates do the directive, like hundreds of thousands of other companies world wide.
"octovalve"
Well yes that seems to be a reliable valve design for a heat pump. Is it more reliable and more efficient than other manufacturer heat pump valves? Maybe, time will tell. If the distribution valve in the heat pump is a unique selling point for you for an electric vehicle, Teslas are for you. Doesn't really contribute to being a good EV though.
"steer by wire" If you want a car with steer by wire you can buy a Chevrolet Silverado or GMC HUmmer EV if it has to be electric. Alternatively you could buy a Rolls Royce Spectre (BMW) or a Lotus Eletre (Tata) if you want a car with steer by wire. Tesla hopes to release their first car with the technology in 2025, a bit later than some of their competitors
"software in general"
Chrysler had the better "Autopilot" (assistance system suite) since about 2016, their strongest competition being VAG by means of their A8 Traffice Jam Pilot. The First car ever to achieve Autonomous level 3 is Mercedes and so far they are the only ones. The hardware currently offered in Tesla vehicles is not capable of achieving A3. The infotainment suite in japanese and korean cars in general is miles ahead of Tesla in terms of connectivity, features and usability as well as user friendliness. Same goes for most of the Stelantis and PSA stuff. The Germans lack behind here, about on par with Tesla.
"and whatever they do to make the absolute safest cars on the road."
That depends on which Tesla you talk about ? The Model Y has a reasonably well crash test series. The Model 3 is a lot worse, Model S is appropriate for the time but dated and doesnt fair well in the updated NCAP. The Model X has always been bad. And the Cybertruck is veritable nightmare in a crash. And thats only in the crashes, it gets worse across the board once the "Autopilot" systems get involved with false positives etc. If you want safety, you should look for a car with an appropriate sensor suit, Radar, Lidar etc. Like a Kia, Hyundai, Mercedes... well any other EV than a Tesla really. Overall their range is between "pretty good" and "outdated by todays standards", not "safest in the world".
"i'm asking sincerely if you think tesla is behind the other oems in r&d capability."
They are. Most other manufacturers have budgets for R&D that exceed Teslas annual revenue, larger teams with more experience, more rigoros testing regiments.
For example the drive units of Pre 2022 Teslas are relatively outdated, basically tech from 2010/2012 that is still being sold. The refresh in 2022 made them more reliable (something that was badly needed, as the old units are not very durable), however they are essentially still the old tech with very little updates / efficiency improvements since 2012.
I hope that clarifies a few things for you. Yes Tesla has a very die-hard fan base that does their marketing for them and yes in 2012 they were the first-to-market EVs (which isn't entirely truie, Nissan Leaf exists) and there was very little other choice. If you are looking for a Tesla, the Model Y is probably the only sensible pick in 2024. You have to like the design inside and out of the car though. Consider before opting for FSD though, as no Tesla on the road today will ever be "Full Self Driving" before they are off the road for old age.
In 2024 there are better cars out there than Teslas. Personally I would recommend to look at Japanese and Korean cars, as they are the most efficient and best equipped EVs out there, if you need something that holds the value reasonably well go for a VW, Audi or Porsche.
And if you want my personal "secret tip" look at the Mercedes EQ range. Cracking cars, absolutely Mercedes and I think the EQS is hands down the best EV money can buy on the market today. Just dont buy the AMG version, it does nothing but reduce your range. Wish I could afford one.
@@kingmotorsdublinI think you're fundamentally misunderstanding their manufacturing process. They have a digital twin of every vehicle, not for bookkeeping reasons, but because they innovate *every day* *several times per day*. They can change their lines almost at the drop of a hat. The upshot is within say 6 months, they will have produced 50 different varieties of each model, because they are improving what's under the hood. All of the new, different parts are cataloged on the digital twin and so downstream they are tasked with fitting updated technology onto "old" models. They have no "standardized part" bins to pull from. They are converging to best practice designs, but they are never finished. This is fundamentally different from the OEMs who take 5 years to make a budget and finalize a design and....and....and....etc....
@@thomasidzikowski1520 Which is partially true. Most of the improvement Tesla makes is to the cost efficiency of their components, not to their quality or energy efficiency. They still live mostly of the development done by Eberhard and Tarpenning in the 2000s. Which is mostly outdated by todays standards, which became clear in 2014 when Mercedes sold their stake in Tesla and Tesla technology became stale. That is 10 years ago, for orientation.
The primary reason why Tesla changes components this often is, that they can play their OEM manufacturers this why, keep them as cheap as possible. This was one of the strategic initiatives to make Tesla profitable.
A downside of this is by the way obvious to any Tesla owner. Because a certain component can exist in a number of different versions from different OEMs that are not necessarily compatible with each other, spare part availability and sourcing is a nightmare. Even for Tesla Servicecenters. That is a major contributing factor for the extremely bad service quality at Tesla. That and their overall stance on customer service. But thats a different topic.
BYD and other Chinese car companies are coming which is the real issue. Tesla positioning itself to compete with them not the likes of Toyota/Honda or the Big Three.
I don’t quite understand your reasoning here, poor quality control, underdevelopment and not delivering on promises made doesn’t position them to compete with anyone!
@@anthonyking5414 your terribly wrong please please do some research check out Munro and associates research on all makers to start
sooner than later
@@BrasseriebyCC give me a synopsis as to why first
But BYD licenses tech from Tesla. So either way Tesla wins. BYD barely makes a profit on their cars. Once Tesla came to China BYD is struggling to survive in China as well. See what happened to NIO. BYD makes great cars but follows ancient manufacturing techniques like Big Auto. Where are the robots? Tesla is innovating. As Elon says - Tesla does not focus on cars, but on factories and automation. Where is BYD's Dojo platform? Tesla entered chipset design and beat even NVIDIA. Ask Huang (CEO of NVIDIA) he claims NVIDIA is next only to Tesla in AI hardware. Where is BYD or Ford when it come AI platform? FSD? Why is BYD going to license FSD from Tesla? BYD competing with Tesla is akin to saying Samsung is competing with Google. They complement each other.
Not with a %100 tariff on Chinese made cars