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Re:How China Built BYD, Its Tesla Killer by JoshTko on Sunday February 18, 2024 @01:35PM (#39421683)
A couple of main issues. In the US. Company EVs are currently not possible because they would be too expensive. The 7.5k IRA discount only applies if car and battery are manufactured in the USA. Tesla/panasonic is the only large scale battery manufacturer in the US and capacity is tapped out for existing models. Tesla would need to 4x this capacity to sell compact in the US with sufficient volume/margin. Tesla’s Mexico plant will achieve volume production at start of 2026. Second issue Elon messed up. Elon assumed that he would be able to either scale 4680 battery production a lot faster OR FSD would have achieved L4 autonomy by now which would unlock 3x utility of existing fleet via owners lending their car to rideshare when not in personal use. If this happened the need for a compact vehicle would be in theory greatly lessened. Neither happened and Elon has no backup plan. Hence why he is 2-3 years behind BYD in developing a compact EV.
Re:How China Built BYD, Its Tesla Killer by rootusrootus on Sunday February 18, 2024 @04:50PM (#39423781)
> which would unlock 3x utility of existing fleet via owners lending their car to rideshare

I still don't understand why anyone ever thought that was going to happen. Even if the autonomy were there, who was really going to use their car for rideshare when they didn't need it themselves? I know some people thought it would bring them a lot of value, because that's what Elon promised. But the reality would have been a classic race-to-the-bottom, and they'd have been lucky to break even after accounting for wear and tear.

Re:How China Built BYD, Its Tesla Killer by pests on Sunday February 18, 2024 @05:15PM (#39424031)
It will be awesome when your own car pulls up at 8am to take you to work and there's vomit and trash everywhere, spilled drinks, dirty shoes, stale vape smoke lingering in the air.

Sure there might be rules and fines but people already do all this when there is real human driving the taxi!

Plus, do you really expect everyone to treat your items with the same respect and care you do? Even little things like slamming the doors or scratching up the seats with metal belts or jean studs.

Yeah maybe Tesla will make it right. But at how much effort? How correct will it be fixed?

Re:How China Built BYD, Its Tesla Killer by coffeebeqn on Sunday February 18, 2024 @08:11PM (#39425211)
And used condoms lol. Maybe a company like Uber would do that and then hose the insides after each day
Re:How China Built BYD, Its Tesla Killer by pests on Sunday February 18, 2024 @08:32PM (#39425322)
Hose the insides? Lmao.

I wonder at what price point you would have to offer the average Tesla owner to let someone puke in their car.

Re:How China Built BYD, Its Tesla Killer by throwup238 on Sunday February 18, 2024 @08:42PM (#39425387)
That's the Musk new car smell you're thinking of.
Re:How China Built BYD, Its Tesla Killer by pests on Sunday February 18, 2024 @08:47PM (#39425421)
Ha. What a fitting username also!
Re:How China Built BYD, Its Tesla Killer by electrondood on Monday February 19, 2024 @02:35AM (#39427078)
Does this currently happen with Airbnb? No.
Re:How China Built BYD, Its Tesla Killer by Staple_Diet on Monday February 19, 2024 @04:18AM (#39427638)
You mean this Airbnb; https://news.airbnb.com/airbnb-using-ai-to-help-clampdown-on...

Or this Airbnb; https://edmonton.ctvnews.ca/alberta-family-home-emptied-tras...

Or maybe it's one of these; https://duckduckgo.com/?q=airbnb+trashed+house&t=fpas&ia=web

I acknowledge the above comment re vomit in car is an edge case, and so are the links I attached. But to suggest this doesn't occur in Airbnb, and wouldn't occur with a car share service is naive.

Re:How China Built BYD, Its Tesla Killer by JoshTko on Sunday February 18, 2024 @04:55PM (#39423850)
It's not so much most regular people would do rideshare that much. It's more that every new Tesla sold after L4 was achieved would be bought by small biz folks, Uber, etc. specifically to use for rideshare and would pay a premium for both the car and for FSD software.
Re:How China Built BYD, Its Tesla Killer by tw04 on Sunday February 18, 2024 @04:32PM (#39423588)
You also forgot stomping on all of his engineers and designers and demanding an untenable design for the cyber truck. All of that wasted time and effort could’ve been spent on a smaller EV vs a truck that’s going to struggle to gain any market share outside of Tesla loyalists.
Re:How China Built BYD, Its Tesla Killer by mavhc on Sunday February 18, 2024 @04:44PM (#39423717)
Can't make a cheap EV until you can make enough cheap batteries
Re:How China Built BYD, Its Tesla Killer by SR2Z on Sunday February 18, 2024 @05:17PM (#39424051)
No, that's not it. I refuse to buy a new Tesla because of some of the less user friendly (and IMO should be illegal) cost cutting measures:

- Horrible QA (https://www.equinoxevforum.com/threads/cracks-developing-in-...) - Extremely customer-hostile support strategies (https://arstechnica.com/tech-policy/2023/08/angry-tesla-cust...) - Absurd cost-cutting measures/temporary bouts of insanity that cripple the UX of their cars: - Why does the Model 3/Y not have steering wheel stalks!? - Why did they try to offer the Model S with only a (bad) yoke!? - Why is there no HUD/gauge cluster on the Model 3/Y!?

I won't even get into just how ugly I (and anecdotally, many of my friends) find the Cybertruck; have you SEEN videos of people trying to actually use it as a truck and it completely failing to function offroad?

All of this stuff is directly attributable to Elon Musk. He's demanding a 25% stake in the company from his board - the same board that was found to be so absurdly stacked in his favor that his last pay package was thrown out.

Shareholders, at this point, should kick this guy out of Tesla and leave him to his true passions: shitposting on Twitter and SpaceX.

Re:How China Built BYD, Its Tesla Killer by IshKebab on Sunday February 18, 2024 @05:26PM (#39424118)
I agree, not only have they stopped making new sane cars, but they're actively making their existing cars worse!

* no indicator stalks

* no forward/reverse control

* apparently the automatic rain sensor doesn't work/exist (I think that's always been true; I just learned about it)

It very much reminds me of Apple's backwards steps with magsafe, touchbar and the keyboard. Maybe they'll come to their senses but I dunno...

Re:How China Built BYD, Its Tesla Killer by linsomniac on Sunday February 18, 2024 @09:25PM (#39425630)
>* apparently the automatic rain sensor doesn't work/exist (I think that's always been true; I just learned about it)

My Dec 2016 Model S has a "working" automatic rain sensor, it's just not as good as others I've seen. My '04 Audi A8 had a sensor so good that the first time it turned on I didn't know why, but then as I drove under some street lights I realized it had detected some really fine mist.

On the other hand, part of the reason I switched from the Audi to the Tesla was that I had $10k in broken "toys" on the Audi (1 of 2 bluetooth radios, 2 doorhandle auto unlockers, leak in the air suspension, steering wheel adjustment motor, etc), and part of what I wanted in the Tesla was something less expensive maintenance wise. So making more do less (using the cameras for auto wipers) makes sense.

Re:How China Built BYD, Its Tesla Killer by nikau on Sunday February 18, 2024 @11:07PM (#39426153)
Likelihood of air suspension failure approaches 100% regardless of brand.

I'd suspect the number of traditional rain sensor failures can probably be counted on one hand.

Tesla replace robust almost zero failure rate parts for cost only.

Re:How China Built BYD, Its Tesla Killer by linsomniac on Monday February 19, 2024 @08:04AM (#39429317)
Sure, the rain sensor might have near zero failures. I would think the rain sensor probably has failure rates on the order of bluetooth radio failure rates, but I had one of those fail. But what has truly 0 failures is to eliminate the rain sensor entirely. More importantly though, the rain sensor is just one of many, many toys the Audi had. Failure rates are multiplicative, so if you can remove 50% of your parts, you eliminate a lot of points of failure, plus a ton of extra wiring and electrical problems, plus the whole problem of integration.
Re:How China Built BYD, Its Tesla Killer by IshKebab on Monday February 19, 2024 @08:41AM (#39429607)
> But what has truly 0 failures is to eliminate the rain sensor entirely.

Only if you define "failure" as stops working. If you define it as not working, then it gives you a 100% failure rate.

Re:How China Built BYD, Its Tesla Killer by throwaway23305 on Tuesday February 20, 2024 @08:33AM (#39440997)
My '13 Audi has significant problems with the rain sensor. It turns on when it shouldn't, doesn't turn off when it should, and when I first start the car and it's already raining I have to turn the wipers off and on.

The best rain sensor I had was in my old Ford Mondeo '04.

Re:How China Built BYD, Its Tesla Killer by mavhc on Monday February 19, 2024 @04:34AM (#39427731)
Pretty sure it has forward/reverse control

It's all about cost cutting to make EVs cheaper to buy

Re:How China Built BYD, Its Tesla Killer by IshKebab on Monday February 19, 2024 @05:04PM (#39435379)
It doesn't. You have to use the touch screen. Yeah, really.
Re:How China Built BYD, Its Tesla Killer by mavhc on Tuesday February 20, 2024 @10:29AM (#39442440)
So it has a method to control forward and reverse? And a second method using AI, and a third using the capacitive buttons?
Re:How China Built BYD, Its Tesla Killer by thaumasiotes on Sunday February 18, 2024 @05:39PM (#39424234)
> the same board that was found to be so absurdly stacked in his favor that his last pay package was thrown out.

It was thrown out purely on the grounds that the judge didn't like it. The pay package was approved by Tesla's non-Musk general shareholders.

Re:How China Built BYD, Its Tesla Killer by JumpCrisscross on Sunday February 18, 2024 @06:45PM (#39424740)
> was thrown out purely on the grounds that the judge didn't like it

It was thrown out for technical but super legal reasons stemming from the Board’s lack of independence. Delaware judges don’t get to review pay packages approved by competently-run Boards.

Re:How China Built BYD, Its Tesla Killer by thaumasiotes on Sunday February 18, 2024 @10:05PM (#39425868)
The pay package wasn't determined by the Board. It was approved by them, sure. But they didn't set it. Why would it matter whether they had any independence?

If lack of independence is grounds for annulling the pay package, it's also grounds for annulling every other decision the Board ever approved. (It's the same Board!) That wasn't suggested; the grounds for annulling the pay package are different.

Re:How China Built BYD, Its Tesla Killer by nikau on Sunday February 18, 2024 @11:08PM (#39426157)
They set the upper limit, same thing
Re:How China Built BYD, Its Tesla Killer by paulryanrogers on Sunday February 18, 2024 @05:50PM (#39424328)
Thrown out by a judge in the most corpo state on the country. It was so embarrassingly badly handled they couldn't even rubber stamp it.
Re:How China Built BYD, Its Tesla Killer by thaumasiotes on Sunday February 18, 2024 @05:58PM (#39424390)
It was handled fine. If it had been badly handled, it would have been thrown out on those grounds. Instead, the grounds were "there is no reason for Elon Musk to be paid this much".
Re:How China Built BYD, Its Tesla Killer by kasey_junk on Sunday February 18, 2024 @08:17PM (#39425238)
No it really wasn’t. Delaware goes out of its way to trust corporate boards to make business decisions, especially around compensation.

In this case Tesla screwed up at least 3 different standards that are generally biased towards the company against shareholders. Only the last of those 3 standards has anything to do with relative compensation.

https://www.bloomberg.com/opinion/articles/2024-01-31/elon-m...

Re:How China Built BYD, Its Tesla Killer by doctorpangloss on Sunday February 18, 2024 @05:36PM (#39424202)
The batteries could be imported from China.

Or maybe the whole car could be imported.

You could have a cheap EV in America with a stroke of a pen. Thats kind of the point of the article. I mean maybe not on purpose.

Re:How China Built BYD, Its Tesla Killer by zie on Sunday February 18, 2024 @10:01PM (#39425847)
It would have to be significantly cheaper than the credit. That might be very hard to come by.

You also have to accept that many people will go out of their way for tax credits, even if they are literally losing money to get it.

Re:How China Built BYD, Its Tesla Killer by dangus on Sunday February 18, 2024 @04:45PM (#39423731)
I’m not one to be bullish on Tesla under Elon Musk but I don’t see how the Cybertruck was a waste considering that it’s squarely placed in the most popular and profitable segment of the automobile market in North America.

It’s almost dimensionally identical to the F-150 and the masculine “look at me” cyberpunk appearance is 100% in line with basically everything about the big three automakers’ trucks’ demographics.

The only thing BYD can do differently is eat up unprofitable markets like the $20,000 econobox EV.

Re:How China Built BYD, Its Tesla Killer by Draiken on Sunday February 18, 2024 @05:37PM (#39424212)
BYD will have dominated the world before Tesla does anything at this rate.

Here in Brazil, EVs basically didn't exist. Only very few Prius were seen around, and I mean very few.

Now, BYD showed up and everywhere you go you see one. Had Tesla been there, the same would have happened. But they chose to not even try (or weren't competent enough to do it).

BYD is doing the same in many other countries. Pretty soon I can see BYD being the main provider of EVs in multiple countries. Tesla had years of advantage and totally missed the opportunity to expand into those markets craving EVs.

Re:How China Built BYD, Its Tesla Killer by themgt on Sunday February 18, 2024 @07:59PM (#39425158)
I agree with most of this, but it's worth noting BYD is only 35% of China's auto market. Tesla is #2 at 8%. All the rest are other Chinese companies.

People in this thread are focusing a lot of ire at Tesla, but why do none of the other US, European, Japanese or South Korean auto makers make a showing? Why are they all behind not just BYD and Tesla but a bunch of other Chinese companies most people have never heard of? It's easy to blame Elon and his dumb tweets, but China is eating everyone's lunch in EVs, Tesla is notable solely for being in the game and losing while effectively no other auto makers are even in the game.

Literally most of the top 10 EV companies in China are doing more EV sales solely in China than the global EV sales of basically any other company on earth except Tesla (VW gets a big asterisk). A truly incredible failure across "the west".

Re:How China Built BYD, Its Tesla Killer by JoshTko on Sunday February 18, 2024 @10:06PM (#39425869)
It's because Tesla had the lead, had many opportunities to keep the lead, but lost it.
Re:How China Built BYD, Its Tesla Killer by Draiken on Tuesday February 20, 2024 @05:47AM (#39439769)
Definitely agree that it's not just Tesla that failed, but I think the focus on them is because they kind of kick-started most of it. When you're 10 laps ahead and you still manage to lose the lead, you're gonna be the main story.

The other auto makers don't want to switch to EVs (despite the typical PR showing around it). They were not ready for it and are many years behind. They are doing this mostly out of panic because after Tesla, it's clear that there is a market and people actually want them. Now governments are also starting to force transitions (although force is doing a lot of work here given the time frames).

What surprised me the most is BYD being sold here in Brazil, and other developing countries, when there is basically no charging network. Goes to show how the profile of consumers is different. People in the US still complain about range like they will actually travel from NY to LA, meanwhile people here are buying BYD for the luxury/status/aesthetic of it without even giving a second though about range.

My previous prediction was that it would be similar to the US where we'd only have adoption after there was progress in the charging front, but I was thoroughly wrong. People in these countries are more than happy to "sacrifice" in that front for a very expensive good looking car. It's more about the status than anything else since we don't have EV subsidies or anything similar to make it advantageous financially (at least to my knowledge).

Re:How China Built BYD, Its Tesla Killer by dangus on Tuesday February 20, 2024 @07:49AM (#39440586)
I was going to reply by saying something similar: BYD sells 90% of their cars in China.

I don’t think their success in China is a guarantee anywhere else, even if they are doing well in Brazil (which is not a very important automotive market, representing 1/10th the sales volume of the USA while having less than half of its population).

It’s also important to remember that BYD sells hybrid vehicles. Granted, they ship more pure EVs than Tesla.

I think it’s easy to see why EVs suit China well. There’s no range anxiety when you have more high speed rail than the rest of the world combined. There’s also no long-existing petrol car culture or infrastructure, China is starting from scratch. Many of their EV buyers could be first-time car buyers. Probably close to 100% of car buyers in the West have owned other cars.

From a policy level, oil is an import product for China, and components for EVs are domestic products, so they have an obvious incentive to electrify.

This goes back to my feelings on why the CyberTruck wasn’t a waste of effort: again, it’s competing with the most popular vehicle in the USA in the most profitable vehicle segment on the planet that is entirely protected by the US government from imports (the chicken tax). Financially think the CyberTruck is almost guaranteed success.

Re:How China Built BYD, Its Tesla Killer by foobiekr on Sunday February 18, 2024 @06:38PM (#39424701)
There is nothing masculine about the cybertruck look. It looks like a nerd idiot thing from California.
Re:How China Built BYD, Its Tesla Killer by m463 on Sunday February 18, 2024 @08:01PM (#39425170)
After having seen them on the road, I don't think the look is amazing or terrible. It's just something new that is somewhere between truck-ish and car-ish.

There are innovative things to admire about it - interesting steering, non-trucklike-ride, squat to load, covered bed, AC power taps, self-driv^H^H^H^Hsteering/cruise.

There are awful things to endure - lack of dedicated controls for critical stuff, everything on touchscreen in center of car.

I think it's just going to exist and at some point lose its novelty.

Re:How China Built BYD, Its Tesla Killer by bloopernova on Sunday February 18, 2024 @08:03PM (#39425179)
I'm about 50% convinced the cyber truck was a billionaire joke to see who would buy it. musk got bored with making cars and decided to amuse himself with a prank.

The other 50 is that the CEO has surrounded themselves with yes-men to the point of liability. Nobody dared point out the emperor's lack of clothes.

Re:How China Built BYD, Its Tesla Killer by nullwarp on Sunday February 18, 2024 @06:15PM (#39424525)
> It’s almost dimensionally identical to the F-150 and the masculine “look at me” cyberpunk appearance is 100% in line with basically everything about the big three automakers’ trucks’ demographics.

You clearly are not around any of the big three automakers trucks demos if you really believe this shit was ever going to succeed in it.

Re:How China Built BYD, Its Tesla Killer by tw04 on Sunday February 18, 2024 @06:24PM (#39424601)
>I’m not one to be bullish on Tesla under Elon Musk but I don’t see how the Cybertruck was a waste considering that it’s squarely placed in the most popular and profitable segment of the automobile market in North America.

If you think any current truck owner is at all interested in a cybertruck's design, you are definitely one being bullish on Tesla.

I've owned trucks nearly my entire life and wouldn't touch the thing with a 30-foot pole. Across the various auto enthusiast forums I participate in, it's universally mocked. Among the folks I know that own pickups, everyone else feels the same about its design as I do.

The only people I have heard say that it's not outright ugly are people that are Tesla fanboys and even among those it's generally "it's not that bad".

It is not a "masculine look" - it looks like something someone who can't form sheet metal put together in their garage.

Re:How China Built BYD, Its Tesla Killer by ToucanLoucan on Sunday February 18, 2024 @06:21PM (#39424583)
The Cybertruck is a waste because it's an awful truck. The extreme aesthetics are a hard "you must have it" -or- "you wouldn't buy it a million years," with very little middle ground. The carrying capacity is shit. It's off-road and even trail capabilities are also pretty limited. Like I get that it's a trope at this point that most Americans do not buy a truck to use for truck things, but that's quite a different ball game to selling a truck to them that is functionally useless as a truck even in the rare instances you might want one. It's frankly so limited in terms of what Tesla generously calls it's "bed" that it'd be better characterized as an SUV with an open-air cargo area.

As bad a truck as a 2024 F-150 is in terms of truck-ness, it is still a truck and will perform a baseline number of truck things more or less competently, even if it would get roundhouse kicked by an 2004 F-150 in terms of doing actual work. Or hell, get yourself a Rivian truck if you want. It has a striking design which doesn't utterly ruin it as a truck and is similarly priced to boot.

And, it's worth noting, in the extremely long ramp up for the Cybertruck we're already seeing things like the F-150 Lightning, which incorporates all the benefits of an electric truck, and is sold by an OEM that actually does QA and sells via standard dealerships, and just looks like a normal ass truck while inheriting all the pluses of that fact (the ability to hold a bicycle, for example). Like, unless you are just 100% irrevocably sold on the looks of the Cybertruck, I cannot fathom why you would spend ballpark 30% more on a less-capable vehicle.

And if you just want a status symbol, the electric Hummer IMO absolutely demolishes the Cybertruck in terms of aesthetics while also being a vastly superior vehicle and is ALSO coming from a reputable, well established brand.

TL;DR: The Cybertruck took so goddamn long to actually become available that it's disappointing launch version is already getting lapped by competitors who are selling comparative machines for lower prices that are more capable and look better, and don't come with the baggage, political and otherwise, that the Tesla brand increasingly brings.

Re:How China Built BYD, Its Tesla Killer by dangus on Sunday February 18, 2024 @09:28PM (#39425647)
Your opinions are totally valid here and I even agree with many of them but some facts that need highlighting:

The Cybertruck bed is a full 6 foot bed. It’s got a liner, it’s got tie-downs, it is a real truck bed. It is practically an F-150 clone in packaging and sizing.

The Cybertruck took almost exactly 4 years between concept reveal and shipping which is totally reasonable for the auto industry. Just ignore the Peter Molyneux-like promises of Elon Musk and it’s a totally normal car launch timeline.

Off-road deficiencies are all over the place with EVs because they’re heavy. No other brand is going to defy physics.

Cybertruck competitors in the same price range you can order are the F-150 and the Rivian R1T. The Rivian base model is $10k more and the F-150 base model is stripped down, you get things like manual adjusted seats. But hey, it is cheaper at the same range.

The mid-tier Rivian is basically the same price as the Cybertruck mid range. The one deficiency with is at the high end where Rivian offers more range, but that’s also a getting to be a very expensive truck.

The Hummer is not even in the same class of vehicle. It’s a 5 foot bed truck. If you’re going to point fingers at electric trucks that aren’t usable work trucks, that’s the one. It’s also starting at $100k. Not in the same price class at all.

Putting the feelings about Elon aside I’m just calling it like I see it here: Tesla is competing in a market which is highly lucrative, is very high volume, and they have some legitimate advantages like charging network and software that competitors can’t match. Heck, they’ve even got a reliability advantage over Rivian (Consumer Reports).

Re:How China Built BYD, Its Tesla Killer by tw04 on Monday February 19, 2024 @07:46AM (#39429159)
> they have some legitimate advantages like charging network and software that competitors can’t match.

Ford and GM gaining access to their charging network this year. I always hear how their software is an advantage, but how? At point I feel like people just say Tesla software is “better” without having actually compared it to anything else because I’ve yet to run into a situation where it seems better to me.

Re:How China Built BYD, Its Tesla Killer by ToucanLoucan on Monday February 19, 2024 @11:58AM (#39431991)
> The Cybertruck bed is a full 6 foot bed. It’s got a liner, it’s got tie-downs, it is a real truck bed. It is practically an F-150 clone in packaging and sizing.

The length and width aren't the only concern: the tapered-off roof bit that goes to either side of the bed means you can't put anything in the bed that's wider than the bed on either side, and if you've used a truck before for, for example, landscaping: a common way to use it is to park it near your work area where you're, I dunno, tearing some brush down or something, and chuck shit into the bed as you work. With my F-150, I raise my bed cover up which keeps my rear-cab glass safe, and I can now load this easily from all three directions to the rear: this can't be done with a Cybertruck, without risking damage to the bodywork that's (stupidly) over the edge of the bed.

It's basically the same issue the 04 Silverado had with those stupid plastic bits they put behind the cab, except on the Cybertruck, it isn't shitty plastic you can break off and be done with it: it's part of the paneling.

> The Cybertruck took almost exactly 4 years between concept reveal and shipping which is totally reasonable for the auto industry. Just ignore the Peter Molyneux-like promises of Elon Musk and it’s a totally normal car launch timeline.

Yes, and quite smartly, GM shut up about the Hummer until it was ready.

> Off-road deficiencies are all over the place with EVs because they’re heavy. No other brand is going to defy physics.

The electric F-150 is a much, much more capable off road vehicle. I think the trick is designing a vehicle to do a thing and then make it look nice, versus designing it to look neat and then trying to figure out how to make it do things.

> The mid-tier Rivian is basically the same price as the Cybertruck mid range. The one deficiency with is at the high end where Rivian offers more range, but that’s also a getting to be a very expensive truck.

Yes, and again, the F-150 and Rivian are suitable for use as a truck where the Cybertruck isn't. That's my point. And again, if you don't actually want a truck, just an expensive SUV, that's where I think the Hummer is actually superior to the Cybertruck. Haven't heard about a Hummer rusting 5 days after delivery yet.

> The Hummer is not even in the same class of vehicle. It’s a 5 foot bed truck. If you’re going to point fingers at electric trucks that aren’t usable work trucks, that’s the one. It’s also starting at $100k. Not in the same price class at all.

Which is why I brought it up as an option, because I genuinely cannot fathom someone who wants a work truck buying one of these stupid cybertrucks. They're even worse than modern trucks are on every axis and are also expensive as shit.

> Tesla is competing in a market which is highly lucrative, is very high volume, and they have some legitimate advantages like charging network and software that competitors can’t match.

Worth noting that a ton of the market for trucks is in fleet vehicles, which Tesla just... cannot do. They can't move the volume enough for, for example, a telecom company that needs a fleet of trucks for servicing their network. And no sane teleco is dropping $65k per truck for service fleet business.

And again, they're shit trucks.

I think Tesla is playing up moving into the truck space but what it really is, if we're being honest, is a luxury SUV. A weekend toy for wealthier families, that's just what it is, not judging. My F-150 is largely a toy itself, I use it for light yard work but it also has 22" rims and SUV tires because I don't do anything harder than grass with it. I'm just honest with myself when I say mine is a toy, and that's fine.

And that's what the Cybertruck is, and it's not going to do volume for that exact reason, and I think it's also going to struggle as a luxury SUV too because, frankly, it's hideous and the Tesla brand doesn't swing like it used to in the minds of consumers.

Re:How China Built BYD, Its Tesla Killer by ZeroGravitas on Monday February 19, 2024 @04:54AM (#39427858)
BYD now has a traditional pickup truck they've been working on for a year or so ready to launch (they were recently test driving it in Australia) so I guess we'll see whether the standard pickup truck shape with low price due to better batteries will win over crazy cyberpunk looks.
Re:How China Built BYD, Its Tesla Killer by hbarka on Sunday February 18, 2024 @02:56PM (#39422499)
I remember the time when the Nevada Gigafactory was really hyped up. It was supposed to dwarf even the largest Amazon Distribution Center and the plans were expand it to where you could see its octagonal shape from outer space. It was to be in the size of hundreds of football fields. Planes and drones flown by fanboys hovered over the site and posted weekly updates on how magnificent the progress was, like we were watching a modern-day pyramid endeavor. Of course, it was just another Musk distortion field. Today it’s only at 30% of the fantastical plans. The stock went up though.
Re:How China Built BYD, Its Tesla Killer by letmevoteplease on Sunday February 18, 2024 @03:22PM (#39422765)
According to this list, even its current state, the Nevada Gigafactory has the most floorspace of any warehouse in the world (5.3 million ft², followed by Boeing with 4.3 million ft²). Not entirely unimpressive.

https://www.avantauk.com/top-14-largest-warehouses-in-the-wo...

Re:How China Built BYD, Its Tesla Killer by hbarka on Sunday February 18, 2024 @04:44PM (#39423719)
Tesla does impressive things but are the very definition of hype:

Full Self Driving but really lane keeping assist L2

Mother of all factories but really 30% of mother

Vacuum-sealed underground tubes capable of moving people en mass at high speed but really a 15mph underground paved road for Tesla cars

Linear growth of battery density but stuck on same chemistry

Used to have radar but now disabled on cars that have it because vision is like the human eye don’t need anything else

Re:How China Built BYD, Its Tesla Killer by pests on Sunday February 18, 2024 @05:35PM (#39424199)
aka we don't want to maintain the vision and radar code bases / theyve drifted apart so lets just work on the one everyone has
Re:How China Built BYD, Its Tesla Killer by hbarka on Sunday February 18, 2024 @05:41PM (#39424250)
There is no drifting apart. If so then there will be full regression to the minimum viable product, the low end Tesla. It was a conscious choice in order to save margin during the chip shortage post-Covid but under the pretext of vision is best. Radar-equipped cars used to be able to see through fog and heavy rain now nerfed.
Re:How China Built BYD, Its Tesla Killer by pests on Sunday February 18, 2024 @05:59PM (#39424399)
I meant they would have had two maintain the logic for vision and radar and new features could be developed for one over the other. Calling it the same thing and trying to support the same settings with both was increasing workload so they decided to just implement the lowest common denominator.
Re:How China Built BYD, Its Tesla Killer by mastazi on Sunday February 18, 2024 @05:01PM (#39423905)
The IRA discount only applies to the US market, where AFAIK BYD is not even present, right? So it doesn't really explain why Tesla is trailing behind BYD globally.

Or maybe your point is "Tesla is not helped by its government as much as BYD is"? Which could be a fair point.

Re:How China Built BYD, Its Tesla Killer by JoshTko on Sunday February 18, 2024 @10:11PM (#39425891)
BYD's volume comes from selling tons of the lower end. My explanation above is why Tesla (Elon) didn't think he needed a compact car. So BYD is killing with compact cars because Tesla does not have one and won't for at least two years.
Re:How China Built BYD, Its Tesla Killer by mastazi on Monday February 19, 2024 @12:25AM (#39426484)
Makes sense, thanks for explaining.
Re:How China Built BYD, Its Tesla Killer by seanmcdirmid on Monday February 19, 2024 @12:31AM (#39426505)
Model 3 is a compact car by American standards. What Tesla lacks is a sub-compact (think Accord vs Civic).
Re:How China Built BYD, Its Tesla Killer by slaw on Monday February 19, 2024 @02:32AM (#39427061)
Model 3 is size of Civic.
Re:How China Built BYD, Its Tesla Killer by seanmcdirmid on Monday February 19, 2024 @10:19AM (#39430682)
Between;

Model 3: 186″ L x 73″ W x 57″ H

Accord: 196″ L x 73″ W x 57″ H

Civic: 179-184″ L x 71″ W x 56″ H

BMW 4 series: 188-189″ L x 73″ W x 55-57″ H

BMW 3 series: 186” 72” 57”

I have a garage where that extra inch or two of width is really important.

Re:How China Built BYD, Its Tesla Killer by fomine3 on Monday February 19, 2024 @02:45AM (#39427116)
It looks like the same as how older American car brands played in worldwide market
Re:How China Built BYD, Its Tesla Killer by pests on Sunday February 18, 2024 @05:09PM (#39423971)
Level 4 needs a driver outside of the small existing tests involving geofencing. I don't see how anyone would be loaning out their Tesla's for rideshare anytime soon.
Re:How China Built BYD, Its Tesla Killer by sgerenser on Sunday February 18, 2024 @07:34PM (#39425028)
I’m not actually convinced Elon ever thought they’d achieve L4/L5 autonomy in the timelines he originally proposed. I think it was all a ploy to pump the stock and sell more cars. And it worked.
Re:How China Built BYD, Its Tesla Killer by FirmwareBurner on Sunday February 18, 2024 @08:04PM (#39425185)
> I think it was all a ploy to pump the stock and sell more cars.

I wonder why a CEO lying to pump his stock is not yet illegal. Otherwise what's topping Sundar to come out and say "Google will have AGI in 6 months, buy Alphabet stonks wink-wink".

> And it worked.

I know, because a couple of my friends put all their saving in TSLA stocks during the pandemic. And all it cost Elon was his credibility and being exposed as a clueless liar to the point if he'd say the sky is blue, I'd double check.