Tesla without a driver will be too expensive for private clients

10 July 2019

Elon Musk wants to stop selling drones to Tesla owners

The next night the "Twitter-storm" the head of Tesla Inc. Elon musk confirmed that after the introduction of the so-called "full autopilot" product Tesla will no longer be de jure considered a car. Accordingly, the lineup preoriented on super-profitable business robotaxi, so the Tesla will be sold in several times more "civil" cars. Here the individual customers Tesla will die just as a class.
Musk answered "Yes" to the most exciting fans of the brand question: "is it True that consumers have only a limited time to buy an electric car brand Tesla c the growth rates several times after you debug FSD (autopilot – ed.)?".
This refers to the dream of Elon musk about a whole fleet of unmanned taxi in which the Tesla can turn into a time when not used directly for their owners, respectively, earning money for them.
Previously Elon promised to launch an unmanned taxi with a new "autopilot" processor FSD in 2020. Investors he promised that his car is more expensive then five times, and the whole company in order!
Specific assessments in the new grad was offered, however, the sides of the Mask reasonably decided that the expensive Tesla can maintain its value solely in the case of save its price. What Musk said quite affirmatively. But the translation in the drones makes them prestigious vehicles in the means of production.
It is clear that the drilling machine is more expensive drills, but the price for Tesla is much higher than "normal cars" would make it a pointless purchase for individual clients.
Elon also said how he sees a massive fleet such that robotaxi. In another dialogue Musk said that the new chip for the computer FSD closer to the end of the year will begin to install in the old machine with the hard Tesla from Nvidia (the so-called retrofitting). Approval Tesla, the processor FSD solves the problem of artificial intelligence for vehicles up to 20 times faster CPU HW2+ Nvidia. Therefore with proper "ripening" of software and controllers, this chip will allow you to go completely unmanned driving. In the program of retrofitting will be able to take about half a million Tesla, and the owners informed of oblative the option of Full Self-Driving processor FSD will set all free.
Thus, Tesla's going to create a full autopilot who does not need to be insuring the driver in the cabin, however, to sell such robocar even $200,000 is unreasonable. More profitable to put them in robotaxi and cash in on each many times more.
This business model Tesla has mentioned in the spring, promising to redeem the leased Model 3 after the expiry of their warranty period and implementation of the autopilot.
Yet Tesla was able to deliver to buyers 95.2 thousand electric vehicles in the second quarter of this year, including 77,55 thousand Model 3, which is almost 5 thousand more than in the last record quarter – IV quarter of 2018. Only in the US check Tesla has grown in 6 months by 62.5% to 83.9 thousand (1% of the total passenger market) directly in June in the American market it was 25 thousand Tesla (an increase of 2.26% to 1.7% of the market).

PS I Remember the story of the world, IBM, which abandoned the massive desktop Mac, invented by Paul Allen. As a result, the inventor together with his friend Steve jobs founded in the garage (it became a meme in Silicon valley) company Apple. On what poles are now stock market capitalization of IBM and Apple? Here's what it is. The idea of the Mask with the arbitrarily best pioneer (because undeveloped) market robotaxi threatens to take Tesla from the number of consumer brands specializing in. For example, heavy trucks group PACCAR (Kenworth brands and Peterbild) are very respected in the circle of American truckers for their quality and durability, hence, they are the most expensive in the North American market trucks. However, mass demand, unlike the cheaper truck Freigtliner Mack and they have not.

Reputation of brand of Kenworth trucks is so high that Toyota chose her tractor to test their fuel cells

  You may recall, even grandpa Ford, who made tens of millions of dollars (equivalent to the current billion) on the mass of its cheap product. It seems that Elon Musk is trying to change horses in midstream, resulting in an unfortunate fit between the two chairs, and even worse than. At the same time he risks to lose his army of fans ready to wait for years line to buy coveted so expensive electric-gadget, and not make up for their loss allegedly jumped sharply by income from expensive robotaxi. Moreover, this segment will definitely catch up with competitors (who now idly not sit), and robotaxi from Tesla can still survive the stage of childhood diseases, is fraught with scandals and the production and legal costs. In any case, again there is a feeling that Musk just run from the next problem ahead of the engine instead of the orderly and efficient development of existing business..