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by ggoo 1748 days ago
Tesla's claim to delivery ratio is abysmal. I'm not sure why anybody even bothers deconstructing these presentations anymore, they're just fluff.
2 comments

I would argue it’s always useful to see their tech deconstructed and explained. If nothing else, so we get an idea what the reality is to counter possible outlandish claims from overly-enthusiastic followers of the company (and its CEO)
Tesla's claim to delivery ratio is abysmal.

Can you substantiate this concretely? How about a list, with direct sources? (Not opinion pieces.)

> The full system is scheduled for some time in 2022. Knowing Tesla’s timing on Model 3, Model Y, Cyber Truck, Semi, Roadster, and Full Self Driving, we should automatically assume we can pad this timing here.

That's just from the article; off the top of my head:

* NYC to LA fully autonomous drive by 2017.

* 1M Robotaxis on the road by 2021.

* Hyperloop.

* Solar roof tiles.

* All superchargers will be solar-powered.

* Tesla Semi.

Sure, some of these things may be "just around the corner" or "ramping up now", but some of these are claims going back almost 5 - 10 years where Elon says "2 weeks", "next year", "2 years", really whatever it takes to be just believable enough to get enough people to buy into a future where Tesla is worth 10x what it is today.

So, to sum up, the criticisms are mostly about "Elon Time" and not about whether Tesla is actually trying to do things. Hyperloop is not something Tesla is trying to do, and Elon is only cheerleading that effort.

There's something highly off-kilter with the relative mildness of the above and the vitriol of the criticism directed at it. This actually makes me feel really good about Elon Musk and Tesla's prospects!