Value chains can be very robust and seemingly unbreakable – until they’re not. One we’ve taken for granted for many years is the chain for electronics systems in cars. The auto OEM, e.g. Toyota, gets electronics module from a Tier-1 supplier such as Denso. They, in turn, build their modules using chips from a semiconductor chip maker… Read More
It’s happened again. Yesterday, on a highway in Taiwan, a Tesla Model 3 plowed into the trailer of an overturned truck. Accounts of the event suggest the vehicle’s Autopilot system was engaged. The failure of the system to perceive the danger ahead and avoid the inevitable collision suggests an “edge case”… Read More
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
2019 will be remembered as the year the automotive industry decided to right-size its autonomous vehicle ambitions. Multiple auto makers tempered their vaunted claims for delivering fully autonomous cars within a few years and Daimler Chairman of the Board Ola Kälenius declared in December that the pursuit of autonomous “robotaxis”
Telsa Motors’ stock skyrockets and all observers are shocked and amazed. The shorts that took a multi-billion-dollar hit then double down with their concerns regarding the German gigafactory construction permits or coronavirus or the company’s ability to create demand or fulfill it.
All of these investors are ignoring something… Read More
Believe it or not, Tesla Motors is teaching us to be better drivers. One of the most remarkable lessons we are learning is that motor vehicles on public roadways ought to stay away from emergency and other service vehicles. In the U.S., we can all expect to hear more about “Move Over” laws – now enacted in all 50 states.
It sometimes … Read More
For years Tesla Motors’ CEO Elon Musk has been taunting the global insurance industry that he would offer insurance coverage directly from Tesla if he was dissatisfied with the industry’s own underwriting. That shoe dropped last week with a resounding thud as Tesla Insurance Services launched in California.
As part of the filing,… Read More
In its most recent shareholders’ meeting Tesla Motors CEO Elon Musk noted that the Tesla Model 3 is the highest revenue producing car in the U.S. and fourth best-selling by unit volume. He also noted Tesla’s vehicles’ industry-leading fuel efficiency and range.
Musk took the further step of emphasizing the lower cost of
After two years of wrestling with and at least partially resolving fraud charges over its “defeat device” to manipulate emissions testing results, Volkswagen emerged in 2018 as the flag-bearer for electrification in the U.S. The company also concluded 2018 as the largest producer of passenger cars in the world.
In spite of or … Read More
The latest reliability report from Consumer Reports which dumped on domestics and rained glory upon Asian imports highlighted a conundrum facing car makers. The more effort car makers put into innovation, the greater the risk of consumer confusion, system failure and lousy reliability scores.
The picture is even worse if one… Read More