Re:The stock market and economy have parted ways
by importantbrian on Monday July 13, 2020 @06:23PM
(#23826248)
This assumes that the other manufacturers don't also gather data from actual cars, on actual roads, driven by actual humans. Which is not the case. Toyota for example has it's TSS system. Toyota also makes around 10 million cars a year. Tesla makes around 370k. Even if they had a head start it's not going to take long for them to get lapped.
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Re:The stock market and economy have parted ways
by Infinitesimus on Monday July 13, 2020 @09:07PM
(#23827483)
I haven't explored Toyota's offering but Tesla's OTA updated will always give them an edge.
With all Toyota's data, you will have to buy a brand new car to get whatever improvements your data contributed to the system.
With Tesla, you get those improvements while you're asleep and maybe your car drives a bit better. For a tech-centric space where people are used to software improving overtime, Tesla will have an edge.
Re:The stock market and economy have parted ways
by webninja on Monday July 13, 2020 @10:58PM
(#23828003)
Toyota Motors North America (TMNA) doesn’t even use drivers data when making design decisions in their dashboard electronics so don’t worry about them. What use is all of this data if the important decision makers don’t have access to it? Contractors design most of their components but Toyota doesn’t/won’t provide their contractors (95%+ foreigners working locally on visas) with data to make decisions with or training to learn from past lessons. This leaves their contractors to just wing it for them and hopefully make the crucial decisions correctly. Many of TMNA’s insights come from frequent tear downs of competitor vehicles including the latest Model 3s.
Re:The stock market and economy have parted ways
by importantbrian on Tuesday July 14, 2020 @11:43AM
(#23833260)
Will it though? GM plans to add OTA to all models and Ford announced it for the new F-150. Even without OTA it is not true that you have to buy a new car to get software updates. You can take it into the dealer and get it done.
If amount of data collected and OTA are Tesla's big edge then there's even less chance they will dominate the market and put all their competitors out of business, because those advantages are going to go away over the next couple of years.