Self-driving, Tesla and the influence of brand

kept by eddie may 28

Tesla's brand halo causes overestimation of its self-driving lead, but competitors offer comparable Level 2 systems and the brand declines due to Musk's politics and competition.

Robotaxis and Suburbia – Stratechery by Ben Thompson
Robotaxis and same-hour delivery will shrink the convenience gap between suburbs and cities, potentially ending the urbanist revival and challenging Uber's long-term model.
also on Ben Thompson, #autonomous-vehicles, Tesla, #business-strategy
Tim Cook's Impeccable Timing
Tim Cook's CEO tenure at Apple is debated as operationally genius but lacking Steve Jobs-level innovation, with China and AI passivity as core critiques.
also on Ben Thompson, #business-strategy
China’s BYD Surpasses Tesla as World Leader in Electric Car Sales - The New York Times
China's BYD overtook Tesla as the world's top electric vehicle seller, driven by its broader model range and lower prices.
also on BYD, Tesla, #automotive, #competition, #business-strategy
BYD Just Made EV Charging Basically As Quick As Getting Gas—Again
BYD's new 1,500 kW Flash chargers and Blade 2.0 battery charge EVs from 10-97% in about 9 minutes, making stops nearly as fast as refueling gas.
also on BYD, Tesla, #automotive
Tesla is committing automotive suicide
Tesla is abandoning its automotive business by killing Model S/X, skipping new models, and pivoting entirely to robotaxis and humanoid robots.
also on #autonomous-vehicles, Tesla, #automotive, #business-strategy