Micron and Memory – Slamming on brakes after going off the cliff without skidmarks

Micron and Memory – Slamming on brakes after going off the cliff without skidmarks
by Robert Maire on 10-03-2022 at 10:00 am

Wiley Coyote Semiconductor Crash 2022 1

-Micron slams on the brakes of capacity & capex-
-But memory market is already over the cliff without skid marks
-It will likely take at least a year to sop up excess capacity
-Collateral impact on Samsung & others even more important

Micron hitting the brakes after memory market already impacts

Micron capped off an otherwise… Read More


What’s Wrong with Robotaxis?

What’s Wrong with Robotaxis?
by Roger C. Lanctot on 08-08-2022 at 6:00 am

Whats Wrong with Robotaxis

For some reason the obsession with robotaxis persists throughout the world and throughout the transportation industry. The collective conventional wisdom appears to be that getting rid of the human drivers of taxis and letting these vehicles freely operate presumably around the clock will save money and the environment.… Read More


Musk: Colossus of Roads, with Achilles’​ Heel

Musk: Colossus of Roads, with Achilles’​ Heel
by Roger C. Lanctot on 01-23-2022 at 8:00 am

Elon Musk Achilles Heel 1

For Tesla, 2021 was an amazing year. A blindspot looms in 2022.

Critics cheered the National Highway Traffic Safety Administration for opening multiple investigations into fatal and near fatal Tesla crashes.  Legislators decried the de facto beta testing of Tesla’s Full Self-Driving beta on public roads. And in December,… Read More


LiDAR and the End of the Musk Marketing Masque

LiDAR and the End of the Musk Marketing Masque
by Roger C. Lanctot on 09-19-2021 at 6:00 am

LiDAR and the End of the Musk Marketing Masque

One of the key differentiating characteristics of companies working on autonomous vehicles is the willingness to explain or disclose the manner in which this technology works. Tesla and Mobileye have been standouts in the explainer category.  Companies like Waymo and Cruise have been less distinguished.

Tesla, though, … Read More


Tesla’s License to Kill

Tesla’s License to Kill
by Roger C. Lanctot on 04-04-2021 at 8:00 am

Tesla license to Kill

Even as Honda Motors puts a so-called Level 3 semi-autonomous vehicle on the road in Japan – 100 of them to be exact – the outrage grows over semi-autonomous vehicle tech requiring driver vigilance. Tesla Motors and General Motors have taken this plunge, creating a driving scenario where drivers – under certain circumstances … Read More


Elon Knows When You Crash

Elon Knows When You Crash
by Roger C. Lanctot on 02-21-2021 at 8:00 am

Elon Knows When You Crash

It’s true. Elon Musk, CEO of Tesla Motors, knows when you crash your Tesla. He just isn’t obliged, in the U.S., to do anything about it. And he’s not alone.

Here it is, 2021 and buyers of cars in the U.S. can’t count on getting automatic crash notification (ACN) included in their next new car.  Even those cars equipped with ACN require

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Tesla’s Musk Mocks Marketing

Tesla’s Musk Mocks Marketing
by Roger C. Lanctot on 12-27-2020 at 10:00 am

Teslas Musk Mocks Marketing

The Automotive News had a standout year in 2020 – thriving at a time when many publishers suffered. With factories and dealerships shuttered in the spring due to the pandemic, the outlook was bleak but the Automotive News dug in amplifying its reporting with multiple podcasts and video content documenting the ups and downs

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Tesla: The Eyes Have It

Tesla: The Eyes Have It
by Roger C. Lanctot on 12-13-2020 at 6:00 am

Tesla The Eyes Have It

David Zipper of Harvard’s Kennedy School writes in Slate that the incoming Biden Administration should “bring the hammer down” on Tesla Motors for its mis-labeled and therefore misleading Autopilot application and the recently updated Full Self-Driving software beta in the interest of the general public. Zipper’s plan,

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Elon Musk’s Aspirational Automation

Elon Musk’s Aspirational Automation
by Roger C. Lanctot on 11-01-2020 at 8:00 am

Elon Musk Aspirational Automation

Tesla Motors kicked off the release of its latest earnings with news of record results and the release of the company’s Full Self Driving beta. Leading up to the earnings, most attention was focused on whether Tesla will meet its original target of 500,000 vehicle shipments this year in spite of the negative impact of the pandemic.

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COVID-19: A Pandemic Made for Tesla

COVID-19: A Pandemic Made for Tesla
by Roger C. Lanctot on 05-17-2020 at 6:00 am

COVID 19 A Pandemic Made for Tesla

With Tesla Motors’ CEO Elon Musk spewing accusations of civil rights violations and fascism in the face of restrictions forcing him to keep his Fremont, California factory closed it is tempting to assume that Tesla is suffering through the shutdown with the rest of us. Don’t kid yourself. The COVID-19 pandemic is a crisis tailor-made

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