Everybody Still Hates Tesla, Part 2

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Looking back at the episodes published over the last few years, the messages of the episodes have stood the test of time well.  Two episodes with a variety of observations and prognostications about Tesla seem to have held up really well, especially given what, in retrospect, were the boldness of the assertions.  The episodes were called Everybody Hates Tesla, parts 1 & 2”.  I had a lot of fun adding current commentary and I want to reshare the episodes and my new commentary with you here.   

“Auto suppliers and their unions are keenly aware of the threat of EVs to employment." – Ali Tabibian 

 In the most recent negotiations between the auto companies and their unions, job protections, as the impact of electrification does eventually emerge, has been a big subject of discussion and a big point of emphasis for the unions. 

“The passenger-car autonomy landscape remains unchanged: incremental progress by most, still led by Mercedes, and bold, frequently over-their-skis pronouncements by Tesla.” – Ali Tabibian 

To paraphrase the excellent tech analyst Ben Thompson, probably the biggest long-term question in terms of how the self-driving market shakes out is if Waymo's more sensor and technology intensive approach is, in fact, the minimum that's required or if AI gets so good that just cameras and vision is enough.  That fork in the road will have enormous consequences for  the world of mobility and especially Tesla's valuation.