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this post was submitted on 28 Nov 2023
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I'm hoping shareholders do push him out. They're still in a great position to compete if they focus on the right things (build quality, designing cars people actually want, etc). The charging network is still the best around and they're still ahead in battery tech, but they need to stop chasing FSD and give up on this cybertruck thing.
Charging network doesn’t matter anymore for them since basically every manufacturer (save for VW as of this writing) has signed on for the NACS. You should be seeing fords charging at Tesla chargers by either late December or early January.
Battery tech they’re mid on. They haven’t seemed to improve the pack much compared to rivals. Some Chinese manufacturers are even producing better packs.
FSD is something they should continue to pursue, but Elon needs to pull his head out of his ass and accept that things like LiDar and Radar are important additions to the car so that it can continue to “see” even when the cameras aren’t seeing perfectly or at all.
Build quality is their biggest uphill. It could be systemic, but I also suspect there is a bit of “move it along” coming from upper management and Elon. So that’ll never get fixed.
Shouts out to NIO. My stock could use it.