Comments by "Bo McGillacutty" (@Mrbfgray) on "A TESLA fanboys perspective, test driving the ID3 | Is competition coming ?" video.

@Gardillus I prefer subtle styling but I was talking about VALUE. Does that mean anything to you? It's crucial to most buyers. There are a few compelling options, Polstar 2 (recalled for software that doesn't work) and some other Chinese brands. Fortunately there are many upstarts to take the place of the old failures, creative destruction is healthy. I can't say about German names but GM and Ford have far more debt than they can survive. We used to depend on Sears which is all but forgotten and not missed, same with Zerox, Kodak, Nokia, and so on. You don't seem to have a clue about the hurdles facing old staid OEMs without any electronic or software experience or expertise. They are ALL fucked frankly. They don't even have the batts if they could sell their inferior oferings. And their innovations?? Name them! Never mind Porsche it's a 1%er option. How about for $40k? Anything you'd want to own?
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@Gardillus Porsche is your best example? At $150 to $200k and it can't even do 200 miles....it's better for sporty driving and those with 5 fine cars, money to burn, might consider it as a toy but that's it. The Tesla teething problems are real and they are also mostly HISTORY, more importantly-- the vast majority of T. owners love 'em regardless of flaws. Most old mfgs are heading to insolvency this decade with some escaping total oblivion via drastic downsizing and merging. They had their day, they got complacent, lazy, burdened with legacy costs and NOW they can go away, good riddance to the old guard.
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@saufai74 There is an understandable, predictable backlash against the Tesla Cult--not referring to us fanboys but those who can't tolerate the slightest hint of criticism for Elon or T., they do a lot of damage to the brand image, Tesla caries a nasty stigma for many shoppers due to obnoxious worshipers.
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@Gardillus The huge gap is VALUE, efficiency, software, motors, batts, etc. And it's going to be much bigger gap in a few yr.s. Is there anything you'd want to own for say $45k? Polstar 2 maybe but of course it also has software that doesn't work just as all the old OEMs are going to face. They have no expertise in anything that matters going forward, no electronics or software abilities at all. Innovation?? Really! Name a few examples? Maybe Merc can merge with BMW and they can downsize to stay alive, VW has a shot to survive but the US brands are completely fucked frankly with F and GM having 4 to 5X more debt then market cap. Good riddance. Who has this imaginary R&D budget? Toyota and Honda maybe? Your quality argument against Tesla is out of date and largely irrelevant for the reasons mentioned...you are entirely emotionally driven, if you invest like THAT you deserve to have your head handed to you.
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@Gardillus You are hilarious. Why do unaffiliated industry experts say the Tesla chip is 3 yr.s ahead of Nvdia which is otherwise best in class? Waymo, lol, yeah they operate a few dozen within a city or two. That might be a competitor except for $150k of extra gear protruding all over the car like a back yard hack job and the complete lack of flexibility, geo fenced, etc. A Model 3 is cheaper to own over 5 yrs of average use than a Toyota Camry, TODAY. In 3 yr.s the next Tesla will be the cheapest NEW car to own full stop. (given 15k miles per yr.) That's the end of ICE, if you can't see it now you will in 5 yrs. You go ahead and short Tesla or whatever. I've gained a modest fortune off you shrill dudes with blinders on who don't know what ran over them until it's out of sight down the road. Hahaha
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@Gardillus BTW--have you tuned into Tesla's new batt tech? The "competitors" can barely match a 2012 Model S and now they are going to be chasing a vastly superior technology that will be cheaper, lighter and higher performance by about HALF. Old OEMs better pull a rabbit out of the hat fast, maybe a couple will but Tesla is the choice for the best and brightest young engineers. And if someone comes up with a major batt break through say?... where are they most likely to see it realized?....YUP--Tesla. If the old guard isn't panicking they are delusional. Many CEOs don't give a damn if their Co. survives beyond 2030 anyway, it's safer for them to protect 'profits' today than lose money to invest in an attempt to salvage a future for the Co. That's the problem with shortsighted markets and executive compensation, yet another area ripe for disruption.
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@Gardillus Your link is 3 yr.s old, you realize things change a LOT in that span? Seems most of your info is equally quaint. So where is the Renault Symbioz now? I understand Renault is selling some models well, do they FSD? FSD is the biggest embarrassment to date for Elon/Tesla and it's been largely dropped from the bull case for TSLA due to being yr.s behind schd and doubts that it will ever be driverless. But 1/4 of Tesla buyers are willing to pay $8k for the system as unfinished and flawed as it is, it's getting better all the time. That's nearly $8k to Tesla's bottom line and it's not the only example of high margin software extras. Tesla seems to have learned from optimistic timing predictions and have gone from Over Promise Under Deliver to UPOD, in some cases recently. They have always over delivered on product specs just failed time frames, often badly. I believe they are sandbagging the spectacular battery advancements recently explained, they can't afford to admit how soon they actually expect to offer new platforms as it will cannibalize current offerings severely. I know I'd wait if I was car shopping. Regardless who is right or wrong these are the most exciting times in automotive history in over a century.
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@Gardillus I agree with investing in yourself and your own business, I started biz when I was 20, but I'm past that now in terms of it dominating my finances. I barely mentioned the stock as a tangent. Your info is as old as the link you sent.
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@Gardillus You are going to be even more surprised than bankrupt Big Auto. Tesla has consistently beat their product specs albeit usually late. They have been worknig on new cells for several yr.s by now. A Shell Oil CEO said some 25 yrs ago: "The stone age didn't end because we ran out of rocks and the oil age won't end by running out of petroleum." He was more correct than he could have imagined given 10X affordable oil available since fracking tech was developed. We are on the shallow bottom of the S-curve for EV adoption, soon to hit the steep part of the slope, most will be caught by surprise how fast it happens. Disruptions never come from the old guard, they always come from outside. We won't miss F and GM and the rest anymore than we miss Sears, Kodak, etc. You probably don't care enough to bother but Sandy Munro could set you straight.
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@Gardillus Tesla didn't claim their chip was 3 yr.s ahead, independent experts said it. Tesla was always busy with the next version anyway. Huge number of startups for all sorts of things as always, most won't make it far but competition is good and necessary. You can call me an idiot, that's fine, we don't know eachother it doesn't mean anything. However--by extension you are also calling the likes of Chamath Palihapitiya an idiot which should give you pause, it might not seem to matter if you aren't involved in stocks anyway but the implications are so massive you should want to know for general purposes. Your life and business WILL BE effected in profound ways, I can't say precisely how of course, not knowing what biz you are in, but major shifts are just beginning. How we move around, power and invest in our homes and businesses, utilities...auto mechanic shops will briefly thrive then die. (body shops will still be needed but auto mechanics and parts stores will become obsolete in time) Surface transport liquid fuels will begin to disappear along with all fossil fuels, coal was 1st to get hit hard but that's only the start. The implications are sweeping. Ultimately we will all live in a cleaner, significantly more prosperous environment.
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@Gardillus So I take it you either don't believe Tesla about the new cells or, like Wall Street, you don't understand the incredible significance of what they presented? No need for 2nd tier vids just look at the original presentation it's ALL there....plus some context required. Can they mass produce them in a yr. or so is a big question which is nearly as much a risk as learning how to mass produce their first cars in 2018 which they barely survived. I think so, next 18 months will be very interesting.
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@poeutpoch9496 That'll be a big step but for Tesla the 3 was the big thing, to learn how to mass produce. That's why I was convinced in 2018 to go all in on TSLA.
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@Gardillus Maybe you should actually tune into Munro, you obviously don't know anything about him, but HEY you already know everything better than anyone else on the planet so you are done learning. Right? Did you even notice that he started off panning the Model 3?? Yes they had serious production issues in the beginning, much of it due to hubris, but they quickly learned and changed. That's ancient history. T. just posted 28% profit margins across all their vehicles even while clearly offering by FAR the best values with exception of cheap "golf cart" like minimalist segment that they don't yet participate in. Anyone else making such profits at scale? Have you bothered to notice the critical vids on T. auto pilot/FSD? As I said before it's the ONE area T. should be embarrassed concerning time frames currently. (yes they were very late in past yr.s but over delivered on specs) As flawed as it is it's continuously incrementally advancing and those who have it usually, some exceptions, love it. Customers almost universally love the cars and FSD at $8k, those who opt for it, think it's easily worth it--most of your ascertions are simply proven false. When a car be autonomous without geo limits is hard to say but I'm sure Elon is a hell of a lot smarter than you, no offense, and he has reason to believe it's going to work with the hardware they have. (some of the older cars did need upgraded computers which Tesla did for free BTW). Our roads are entirely set up for VISUAL cues, that implies a mostly passive visual system should not only be one viable approach but essential. Lidar can't see lines, signs, etc. But there will be multiple autonomous solutions from multiple players and that's a good thing.
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@Gardillus Tangent--I welcome your push back BTW, obviously I could be wrong about much of this just as I think you are. I do suspect some of your obstinance is emotionally motivated however, just my impression. NO DOUBT there exists a toxic segment of the Elon cult that creates a backlash and a stigma against Tesla products. I get it, and frankly many of the Tesla owners I've crossed are, for lack of better terms...weirdos. I don't even want an EV or a new car I love driving my old analog manual BMW sports coupes for now and the foreseeable future. I'm all but certain they will be my last ICE cars tho. Soon Tesla cars will be ubiquitous and both the prestige and stigmas will fade away, it's just another car already in California for example.
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@Gardillus This is fascinating, just released to a few Tesla owners. None of this requires any previous experience on these roads nor even GPS or internet, it's entirely self contained. Does that matter? I think so but it doesn't eliminate the value of those clumsy geo-fenced options with the crude protruding equipment all over them, until there is road work or something not included in GPS data. Does it have potential to be the best option?...You tell me...just 4 minutes of this vid::::::::: https://youtu.be/7nhBTSg4zWQ?t=37
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@Gardillus Tesla made over 23% margins on the cars without carbon credits and 28% with them. No other mass produced cars are anywhere near that. Meanwhile legacy auto are losing market share and losing money. F and GM have debt equal to 4 to 5X their respective market cap. Why aren't they taking advantage of the credits? It's the same landscape for them...bc they are dying businesses that can't get their shit together, can't produce a competitive EV. GOOD RIDDANCE. We once relied on Sears now it's all but forgotten, same for most old auto in the near future.
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@Gardillus The entire road system is set up for our eyes, passive visual. Even with lidar you still need visual to read signs, stoplights, road markings, etc. Clearly lidar is insufficient and not essential so why have it at all? It needs to get more than cheaper it needs to blend in with an aerodynamic body or it's no damn good at highway speeds.
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@Gardillus It could be outside your interests but you are obviously not familiar with Sandy Munro. He doesn't get any more info from Tesla than any of us do. He get's it from tearing down the products. He's not easy to listen to, not a great orator, but he has a long history in the biz, many useful insights and ideas.
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@Gardillus Profits are good. How much of that was from EVs?
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@Gardillus Tesla made an average of 24% without credits, 28% with them...on the cars they delivered last quarter. VW is losing money on EVs I can almost guarantee you, they have no expertise in software or batts. Did they "fix" their software issues yet? Old Auto is in a real fix, most of their profits are from servicing which will disappear with EVs, they don't know how to make money on EVs, the dealer model is obsolete and they are burdened with legacy overhead like pensions and short term profit focus which will destroy them. VW will probably survive in some form.
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@Gardillus How old are you? It doesn't take much to trigger a fucking rant complete with mindless insults-- hmmm? Maybe by 2030 when most legacy OEMs are bankrupt you will grow up enough to have a conversation. Your extreme emotionalism discredits everything you say. GOT THAT???
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Common theme unbroken--no one else offers similar VALUE to Tesla.
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