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by dhg72 870 days ago
A few legitimate but common complaints marred by a bunch of issues that aren’t common (my phone key works fine, Bluetooth is fine, etc) and completely unsubstantiated prediction that the runaway top seller of EVs, indeed the best selling cars several years running, will somehow “fail to compete” in the EV space
2 comments

They are already losing the lead on the EV market to BYD: https://www.wsj.com/business/autos/tesla-delivered-1-81-mill...

I personally think this prediction is grounded. It has been over-promising and under-delivering for a while, and Musk has gone from a money printing machine to someone perceived as toxic/erratic. They will face difficulties in a scenario where competitors can make better, cheaper cars, and their stock market value is not inflated to compensate for that.

I'm really having trouble understanding how a company with the best selling car on the entire planet (more Model Ys sold than Toyota Corollas or RAV4s in 2023) can be accused of "under-delivering".
Under-delivering is always compared to your promises. And they significantly over-promise, and, thus, consistently under-deliver. Especially at the company level - look at the Cybertruck and electric trucks - way over schedule, under powered, and under-delivering on every single metric they claimed originally. FSD is the other major example - which has been "fully autonomous safer than a human driver by the end of this year" for 5+ years already, and is none of those things in practice.

Also, while the sales are nothing to scoff at for such an expensive car, Tesla is still a small player in the world car market. Toyota sells more cars in the USA alone than Tesla sells worldwide (but much cheaper).

No other manufacturer comes close to Tesla's autonomy so it's not like people are gonna go and choose a competitor over that. Cybertruck, likewise, is amazing, so it really doesn't matter what the promise was as long as the product remains the best on the market, and sells. And their cars sell. Really well.
There are some apparently legitimate issues, followed by political grievances against Musk personally, written by a guy who describes himself as "law professor, activist". This kind of partisanship taints the whole article, and lessens its credibility.
Lawrence Lessig is a pretty famous guy: Creative Commons, "code is law", net neutrality, etc.

https://en.wikipedia.org/wiki/Lawrence_Lessig

I'm not sure any of this makes him terribly qualified to comment on Tesla's economic prospects though.

If you think the kind of partisanship Lessig have taint anything negatively, you either do not know about him or hang in the wrong place imho. I happen to think he's mostly wrong and disagree with a lot of what he write (sorry, it's true), but I have to respect the thinker and his ideology.