Can you still dismiss Tesla's progress?

Truda Harvey
12-09

$Tesla Motors(TSLA)$ If you're still echoing outdated claims about Tesla's FSD without firsthand experience, you’re no different from academic parrots relying on headlines. Watch actual comparisons of "Tesla FSD v13 vs $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Waymo" on YouTube—countless tests show real results. Can you still dismiss Tesla's progress after seeing this? Evaluate companies based on real-world data, not assumptions.

Now, when choosing between a budget $BYD COMPANY(01211)$ $BYD Co., Ltd.(BYDDF)$ and a slightly pricier Tesla, which would you prefer? These are not cars in the same league. And have you heard of Tesla's affordable model launching next year? Ignoring this fact while forecasting sales raises questions about bias toward BYD's dominance.

Data Collection Scale: Tesla collects real-time driving data from millions of vehicles, securing an unmatched dataset compared to competitors.

Real-World Learning: Tesla vehicles learn through on-road driving, offering superior adaptability to diverse conditions compared to competitors using controlled test environments.

Hardware Integration: Tesla optimizes its autonomous driving system with custom-designed AI chips, achieving seamless integration of hardware and software for maximum efficiency.

Scalability: Existing Tesla vehicles can be converted into robotaxis, enabling rapid service expansion.

No Need for HD Maps: Tesla's FSD operates without HD maps, allowing for quick adaptation to changing road conditions, reduced maintenance costs, and easier market entry.

Computer Vision Technology: By using advanced cameras and computer vision instead of LIDAR, Tesla lowers costs while enhancing system efficiency.

OTA Updates: Over-the-air updates enable continuous improvement, bug fixes, and new feature additions, giving Tesla an edge in rapid technology advancement.

AI-Driven Operations: AI-based learning and adaptability support continuous growth and innovation.

Powerful Computing Capability: Tesla’s new microchip can process 72 trillion operations per second, enabling swift handling of complex autonomous driving tasks.

Imitation Learning: Tesla mimics real driver behavior, achieving more natural and human-like driving performance.

Affordable Model Launch: Tesla plans to launch a more affordable model in 2025, narrowing the price gap with Chinese brands.

Production Efficiency: Continuous improvements in manufacturing processes, supported by Gigafactory operations, reduce production costs.

Vertical Integration: Tesla’s vertically integrated production system, from batteries to finished cars, cuts intermediary costs, especially in battery manufacturing.

Economies of Scale: Large-scale production lowers per-unit costs, directly contributing to increased global sales.

Technological Innovation: Advancements like improved battery chemistry significantly reduce production costs.

Brand Value: Tesla's premium brand image adds consumer value, enhancing price competitiveness.

Optimized Global Supply Chain: Efficient global supply chain management reduces raw material costs, offering an advantage over low-cost Chinese suppliers.

Battery Technology Advancements: Tesla's leadership in battery technology directly supports cost reduction.

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