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TSLA showing cracks? TSLA showing cracks?

07-12-2016 , 03:35 PM
Quite a hill you are choosing to die on
TSLA showing cracks? Quote
07-13-2016 , 02:15 AM
Quote:
A Tesla Model X crashed while in Autopilot mode over the weekend in Montana, but the owner says he'd buy another Tesla.
The owner, who would only identify himself by his last name -- Pang -- said he's not yet sure whether the accident was the car's fault or his fault. He said he's eager to talk to Tesla and learn why the car swerved off a narrow Montana road.
The accident is the third serious crash apparently tied to the self-driving feature. That's calling the safety of such automatic driving features into question, just as they're being incorporated into more and more cars on the road.
At least two federal safety agencies are looking into the most serious Tesla Autopilot crash, a fatal accident in Florida that took place in May.
Pang was heading from Seattle to Yellowstone National Park when he crashed on a two-lane highway near Cardwell, at 12:30 a.m. Saturday, said Montana State Trooper Jade Shope. "It's a winding road going through a canyon, with no shoulder," Shope told CNNMoney.
Neither Pang nor his passenger were injured in the accident, but it was serious enough that the car lost its front passenger side wheel. Pang told Shope he was driving between 55 and 60 mph on a road with a 55 mph speed limit. He told CNNMoney he had just gotten off of I-90 and was driving for a couple of minutes on the narrow road right before the accident. The car veered to the right and hit a series of wooden stakes on the side of the road. Both Pang and Tesla confirmed that the car was in Autopilot mode, and that he did not have his hands on the wheel.
Related: Who's responsible when an autonomous car crashes?
Pang said he did not receive any warning from the car that he was in danger and needed to act, adding that the warnings from his car were in English, and that he speaks Mandarin.
http://money.cnn.com/2016/07/12/tech...ilot-accident/
TSLA showing cracks? Quote
07-13-2016 , 04:08 AM
There is a big disconnect between "This technology shouldn't been released because it has problems and is worse than the average driver" and "This technology is the best in the world". Both are obviously true, but many people ITT have trouble grasping both ideas at the same time.

I'm also unable to get fatality rates for divided highways in the US. I would assume these are significantly lower than undivided highways, but it is really tough to tell how much better/worse Tesla is than a human without comparable stats.
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07-13-2016 , 08:55 AM
Looks like the Model X are demand limited as well. Even with their tiny production levels, they're now cutting the entry level Model X price by $9K (with less range).

This is not what you do when you're "supply limited" and have lots of demand, folks.

Last edited by ToothSayer; 07-13-2016 at 09:02 AM.
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07-13-2016 , 12:48 PM
What's the big deal? Tesla customers have driven over 100 million miles with Autopilot active and reported crashes are single-digit, sounds like awesome numbers to me.
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07-13-2016 , 01:23 PM
One problem is the kind of crashes. No healthy, fully attentive, non-suicidal person would intentionally drive under the side of a truck. Or if you look at TS' video in post #1076, no carefully driving human would ignore that standing van.
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07-13-2016 , 01:46 PM
News flash : not all humans are careful drivers. I was driving next to a lady the other day who was texting in stop and go traffic on the highway. At one point she just accelerated right into the car in front of her, doubt the auto pilot would do that.



Nissan launching their own version called ProPilot in some of their mini vans to be used in highway driving conditions. Some scary(hilarious?) verbiage in this fortune article.

http://fortune.com/2016/07/13/nissan...mous-propilot/

"The big difference is that Nissan’s system requires more interaction by the driver. When the ProPilot system automatically applies the brakes, it brings the vehicle to a full stop. At that point, the vehicle will remain in place even if the driver’s foot is off the brake pedal."

Sounds great for highway driving scenarios

"When ready to resume driving, the driver activates the system by touching the switch again or by lightly pressing the accelerator. The system also requires the driver to keep a hand on the wheel, unlike Tesla Autopilot. Nissan’s system will actually deactivate if the drivers remove their hands for more than a few seconds."

Hopefully it doesn't deactivate until the driver regains control
TSLA showing cracks? Quote
07-13-2016 , 02:06 PM
Quote:
Originally Posted by BooLoo
One problem is the kind of crashes. No healthy, fully attentive, non-suicidal person would intentionally drive under the side of a truck. Or if you look at TS' video in post #1076, no carefully driving human would ignore that standing van.
Why does it matter? Yes it fails where humans doesn't, but overall it seems to outperform humans by far. And it's in beta!
TSLA showing cracks? Quote
07-13-2016 , 02:45 PM
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Originally Posted by NxtWrldChamp
News flash : not all humans are careful drivers. I was driving next to a lady the other day who was texting in stop and go traffic on the highway. At one point she just accelerated right into the car in front of her, doubt the auto pilot would do that.
Did you read what I wrote? That's why I said healthy and fully attentive. If the someone's texting and he's driving off a cliff it's fully their own fault. Most people are aware of the risks of careless driving and they decide to either live with them or drive more carefully.
But I guess people aren't really aware of the risks of Tesla's autopilot.

Quote:
Originally Posted by Codecci
Why does it matter? Yes it fails where humans doesn't, but overall it seems to outperform humans by far. And it's in beta!
I guess when you're the person fully relying on the autopilot of your car and getting beheaded by the chassis of a truck it kind of matters to you. Or at least to the people you leave behind.
It's just a new aspect of car crashes, when you give the choice between life and death over to a computer program. Normally you would say the driver's responsible for careless driving, dui or the car wasn't in a good shape or the street was wet, frozen whatever. It's just totally different from that.
I guess Tesla wasn't very good in communicating that their driving assistance called 'autopilot' wasn't that good for falling asleep at the wheel/being careless.
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07-13-2016 , 02:53 PM
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Originally Posted by ToothSayer
Looks like the Model X are demand limited as well.
From last meeting:
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"Tesla expects output to reach 2,200 vehicles per week in Q3 and 2,400 vehicles per week in Q4. Current order rate trends and backlog support production at those levels. In total, Tesla expects to produce and deliver about 50,000 vehicles during the second half of 2016, approximately equal to all of 2015."
From the unofficial tracker it still seems like demand is strong:
https://modelxtracker.com/
Quote:
Not sure why the shorts and the negative nellies seem to think that Tesla doing something that will increase demand should be seen as a negative thing.

Tesla just finished a quarter with their highest run-rate yet, (albeit only for the last part of the quarter) and they've said that by the end of 2016 they intend to be at a run rate of 2400 cars/week.

If they're going to produce an additional 400 cars/week by the end of the year, and additional 200/week by the end of Q3, they have to find an additional 7200 buyers that they didn't have to find if they just maintained 2000 cars/wk.

Of course you need to raise demand in order to do that. There is still a 10-12 week lead time to get your car. That indicates that demand isn't the problem.

As they continue to ramp the production capacity, they need to ramp the demand to fill it. Pretty basic to me.

Ignoring all of that though, I believe that X60 is purely a case of they already make 60kWh software limited 75kWh skateboards for the S60, so why not get a basically free extra product out of it.

In addition, I don't think they sell very many software limited S60's but it gets people in the door to buy a higher margin product. I believe the same will hold true for X60. I believe it is purely a product intended to take advantage of the decoy effect. By providing a third (or fourth) option which is somehow undesirable, you impact the decision people make, and you can drive them to buy higher margin things they wouldn't have otherwise.
Still at some point they should start being demand limited. I assume very few people expected them to sell 500k+ cars/year of MS/MX? 100k cars per year is plenty at the price.

Last edited by heltok; 07-13-2016 at 02:59 PM.
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07-13-2016 , 03:12 PM
See, this is what I don't understand (from your quote):

Quote:
"Tesla expects output to reach 2,200 vehicles per week in Q3 and 2,400 vehicles per week in Q4. Current order rate trends and backlog support production at those levels. In total, Tesla expects to produce and deliver about 50,000 vehicles during the second half of 2016, approximately equal to all of 2015."
In the above, they claim backlog + current order rates is sufficient to meet demand through the end of the year.

So why drop the price $9K on cars sold now? All you do, if the bolded is true, is to increase the wait times significantly and lose more money per car than you already are, in a business that already has an insane cash burn.

It's not like a $9K price drop won't move cars in six months time, should they run into actual surplus supply once the backlog is cleared. You could drop nearly any premium car $9K (BMW, Mercedes) and generate a flurry of orders in a matter of days.

What they're doing makes no sense at all unless supply > demand in the near future. I don't buy the "range as a service" idea. They're losing $9K a car they don't have to lose (if they're not demand limited), so they can introduce the option to buy a tiny bit more range as a service?

Anyway, discussion is boring. Perhaps Musk has some super secret plan I just can't comprehend.
TSLA showing cracks? Quote
07-13-2016 , 05:42 PM
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Originally Posted by ToothSayer
So why drop the price $9K on cars sold now?
We have had this discussion before. Neither you nor me are working for the marketing department at Tesla, just because we don't know the answer to this question does not imply that there is no rational explanation for it.

Quote:
Originally Posted by ToothSayer
All you do, if the bolded is true, is to increase the wait times significantly and lose more money per car than you already are, in a business that already has an insane cash burn.
They don't lose money on sold cars, the gross margin is ~23%.

Increasing wait times implies that they will be able to keep up that high rate of production for longer, which they might need if are gonna produce >2400cars/week.


Quote:
Originally Posted by ToothSayer
It's not like a $9K price drop won't move cars in six months time, should they run into actual surplus supply once the backlog is cleared.
It's not a price drop, it's a different car. The old car has the same price. Range and acceleration differs.

Quote:
Originally Posted by ToothSayer
What they're doing makes no sense at all unless supply > demand in the near future.
We don't know this. Maybe these people would buy a different car if the 60kWh option was not there, maybe Tesla will increase the number of sales over time by doing this. The world is not linear.

Quote:
Originally Posted by ToothSayer
Anyway, discussion is boring. Perhaps Musk has some super secret plan I just can't comprehend.
I agree, we have had it before. Just restating the previous arguments without answering the previous counter arguments will not convince us.
TSLA showing cracks? Quote
07-13-2016 , 07:10 PM
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Originally Posted by Codecci
What's the big deal? Tesla customers have driven over 100 million miles with Autopilot active and reported crashes are single-digit, sounds like awesome numbers to me.
Which means that A/P + driver watching the road (as instructed) is already safer than driver alone. Elon pointed out on twitter that there was a model S whose owner fell asleep the other week and veered off the road and killed a cyclist. Had A/P been turned on the cyclist would likely still be alive.
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07-14-2016 , 08:35 AM
Tesla gets deposits. More orders = more cash.

More orders = longer waiting lists

Longer waiting lists = more free moneyz in cancelled orders and interests
TSLA showing cracks? Quote
07-14-2016 , 09:04 AM
heltok,

Could you elaborate on what the rational explanation for cutting the price on something that is sold out. Because the rational explanation is that there isn't strong demand which is bolstered by their comical reporting. (We've covered this. You seem to pretend their lack of transparency and being literally the only car company to report in this absurd fashion is trivial.)


All,

Also, there is no evidence that AutoPilot is far superior to a human. Lets stop making things up and stick to facts.
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07-14-2016 , 12:30 PM
Mihkel,

they are running an experiment. They want to offer range as a service and thus offer the 60 kwh option with the possibility to upgrade.
TSLA showing cracks? Quote
07-14-2016 , 02:50 PM
Tesla Autopilot cleared in Europe:
http://www.spiegel.de/auto/aktuell/t...a-1103074.html

Source is German but whatever.
TSLA showing cracks? Quote
07-14-2016 , 04:55 PM
Quote:
Originally Posted by Mihkel05
heltok,

Could you elaborate on what the rational explanation for cutting the price on something that is sold out.
I cite myself:
Quote:
Maybe these people would buy a different car if the 60kWh option was not there, maybe Tesla will increase the number of sales over time by doing this.

Quote:
Originally Posted by Mihkel05
All,

Also, there is no evidence that AutoPilot is far superior to a human. Lets stop making things up and stick to facts.
There are plenty of evidence already depending on how you define superior. Lets stop making up claims and stick to facts. Here is one evidence:
TSLA showing cracks? Quote
07-14-2016 , 05:42 PM
I'm not sure how that is remotely relevant.
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07-14-2016 , 06:06 PM
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Originally Posted by Mihkel05
I'm not sure how that is remotely relevant.
Stays right in the middle of the lane. Safe as ****
TSLA showing cracks? Quote
07-14-2016 , 07:18 PM
Looks like AP wasn't engaged in Penn fatal crash.

Elon Musk ‏@elonmusk 2h2 hours ago
Onboard vehicle logs show Autopilot was turned off in Pennsylvania crash. Moreover, crash would not have occurred if it was on.

https://twitter.com/elonmusk/status/753699861636128768
TSLA showing cracks? Quote
07-15-2016 , 12:39 AM
Quote:
Originally Posted by Mihkel05
I'm not sure how that is remotely relevant.
It is superior to human at driving in the center of the road. You said there was no evidence of it being superior. I assume you meant to specify how you define superior, but since you didn't it is incorrect to generalize like you did.
TSLA showing cracks? Quote
07-15-2016 , 05:19 AM
https://twitter.com/elonmusk/status/753699861636128768
Quote:
Onboard vehicle logs show Autopilot was turned off in Pennsylvania crash. Moreover, crash would not have occurred if it was on.
Quote:
We got access to the logs. Data from the vehicle shows that Autosteer was not engaged at the time of this collision. Prior to the collision, Autosteer was in use periodically throughout the approximately 50-minute trip. The most recent such use ended when, approximately 40 seconds prior to the collision, the vehicle did not detect the driver’s hands on the wheel and began a rapidly escalating set of visual and audible alerts to ensure the driver took proper control. When the driver failed to respond to 15 seconds of visual warnings and audible tones, Autosteer began a graceful abort procedure in which the music is muted, the vehicle begins to slow and the driver is instructed both visually and audibly to place their hands on the wheel. Approximately 11 seconds prior to the collision, the driver responded and regained control by holding the steering wheel, applying leftward torque to turn it, and pressing the accelerator pedal to 42%. Over 10 seconds and approximately 300m later and while under manual steering control, the driver drifted out of the lane, collided with a barrier, overcorrected, crossed both lanes of the highway, struck a median barrier, and rolled the vehicle.
TSLA showing cracks? Quote
07-15-2016 , 10:13 AM
heltok,

After years of pedantic nitting, sometimes it is refreshing to have someone do the exact same thing to you.

I concede you are correct about an inane and pointless measure of "superiority" that is unrelated to safety.
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07-15-2016 , 10:29 AM
You really think veering within lanes is unrelated to safety? Does anyone in this thread know how to concede anything?

Veering in your lane is not a huge issue typically, but it has a bit of an effect on driving safely. It is certainly related to safety. You erode your own credibility when you take this hyper-defensive adolescent line.
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