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About padjo

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  • Location Munich
  • Nationality Irish
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  1. Tesla Gigafactories, News and Conversation

    out of my depth to give a good answer but vw and others like bmw and Daimler know how to push out premium products at premium prices and have a loyal and somewhat sticky customer base. Time will tell if they can keep a lot of the customer base as the migration to ecars begins. I think the industry will shrink a lot but they will end up shaken but profitable . competition will be fierce . Tesla Berlin will be a big test for vw/bmw/daimler and customer loyalty . As you said the pie is huge right now but it's a land grab. Tesla have first mover advantage but maybe it's biggest advantage is it's speed of innovation/execution . I'm enjoying the show 
  2. Tesla Gigafactories, News and Conversation

    agree with all you say except that i think Mobileye will be good enough for drivers and offer decent engough full self driving , not sure what level. Without mobileye the german car industry would be in a lot worse shape going forward . just my take right now 
  3. Tesla Gigafactories, News and Conversation
  4. Tesla Gigafactories, News and Conversation
  5. Tesla Gigafactories, News and Conversation

    Thanks for all that opinion and info @MikeMelga . I have seen demos of the id 4 heads up display and it looked really impressive. I didn't know mobil eye was behind it and many other of the big auto companies,  . You are very bullish on Tesla and Mobileys achievement on FSD . Exact timelines don't really matter anyway.I agree with you on where we stand and who's in the race (tesla and mobileye) .  I don't know enough about Waymo but will defer to you here . Apple acquired PA semi in 2008 , long time ago but i get the point your making . But that's besides the topic here. Mainly about tesla , it's execution and competition. Here's to a rapid rollout of Berlin and i think VW are maybe others are in a better position that we thought. They have the driving systems, battery agreements with catl and others and production plants. they're not as efficient as telsa but they will improve. A couple of years ago or less it wasn't looking great for them. They will likely shrink but for now there seems to be a path for them. thats my take 
  6. Tesla Gigafactories, News and Conversation

    I think apple would like to have autonomous cars in cities all over the world . Profits would be huge per car so they wouldn't need to have as many cars produced as tesla is doing and planning to do at their factories. Will they get there is the question ? They have the chips and the people to create a dojo (tesla cloud driving AI) like setup . They're working on a battery  . They have deep pockets and they're years into this project with the project leader having previous worked in Google AI and reporting directly to apple CEO Tim Cook.  We know teslas fsd beta is very impressive and and the rate of improvement of that system, maybe apple can match or outdo them .   Definately one to watch and competiton is good for the consumer. Those M1 macs are a big leap in performance/watt. Some nice things coming out of apple again. If Jobs were around i'd be a lot more bullish. Instead it's Musk on the other side. What he's done in the last while is at least as good and arguably already a bigger impact.