Search results

“Exoskeleton” means “external structural member.” Stainless rails welded to giga-casts are, by definition, the structure. If Merriam-Webster disagrees, I’ll buy it a plasma cutter. Thank you for reminding me I've been debating with a DMF (Data Muted Fundamentalist) Someone who mutes the data...

Level tags are paperwork; capability is physics. Mercedes is “Level 3” yet disengages at 40 mph and light drizzle inside two U.S. states. FSD drives Shanghai rush hour on a camera-only stack but keeps the L2 sticker because regulators haven’t updated a table. If the label brings you comfort...

“Certified” is a paperwork verb, not a driving verb. A DMV form can’t merge, overtake, or parallel-park; the car is doing all three while you clutch the SAE brochure like a security blanket. If you’d like an official sticker more than a hands-free coast-to-coast ride, by all means wait for the...

Forklifts aren’t human-form either, yet Amazon still employs 1.5 million people to do the bend-lift-carry dance its Kiva bots can’t. A biped that costs <$30/hr all-in and can operate every tool designed for humans is a bigger TAM than the entire auto sector. ARK pegs the addressable market for...

Because (a) “I can only find cuts” already revealed a search allergy, and (b) pasting URLs for numbers that live on every EV-blog ticker feels like stapling Google to the comment. The yen and dollar bumps are in Reuters, Electrek, Teslarati, pick your poison; they’re one query away. As for...

Price bumps, as requested, each one public, each one on Model 3: China, Jan 12 2024 – RWD & Long-Range Highland up ¥1,500 (≈$210). U.S., Apr 4 2024 – Performance trim up $1,000 after the March cut. China, Feb 28 2025 – Long-Range up another ¥2,000 the week Shanghai Juniper testing wrapped...

Price cuts and hikes aren’t ideological mood swings; they’re demand throttles. Tesla trimmed U.S. Model 3/Y stickers by $2k in April ’25, right after four Model Y lines went dark for the Juniper re-tool and global deliveries sagged. In China, the very same quarter, Tesla nudged Model Y prices up...

Reality check: Q1’25 global BEV share: Tesla = 19%, BYD = 17%, everybody else split the crumbs. You can call that “cratering” only by standing on your head and reading the chart upside-down. And a three-week retool of the world’s top-selling vehicle is more than enough to erase 80-90 k units...

I can keep explaining; you can keep replying “But actually…” That’s not dialogue, that’s interactive whack-a-mole.

Tell you what: take a 15-minute ride. If it fails your mud-and-locust gauntlet I’ll buy the coffee; if it doesn’t, you retire the goalpost dolly. Deal?

Cue in the Luddites: "If the rulebook loosens, civilisation must surely perish, and Elon will personally run over the last pedestrian on the way to Mars." A reality check, then. The existing FMVSS was written when “driver assistance” meant power steering. It mandates things like a steering...

Because “just tack it on” isn’t free. Every extra sensor adds $$(hardware), kg(packaging), W(power), and GB/s(bandwidth), plus a brand-new failure matrix the network must learn to distrust when the sensor is snow-blind, power-cycled or just dirty. Cameras already cover 100% of driving cues, so...

When someone ignores every data point, asks for ever-smaller corner cases, and then claims you “didn’t answer,” you’re really debating a brick wall.

Sure, but first you do meteor showers, locust plagues, and a surprise cameo by Godzilla. Goalposts are easier to move when you put them on wheels.

Ford’s entire 2025 guidance is +$10-12B ICE/trucks & –$5-5.5B Model e. When one silo devours half the house, it’s fair to ask how long the pantry lasts. Tesla’s business model is BEVs; Ford’s BEV unit burns cash faster than Tesla prints it. Apples to apples? Tesla is still the only mass-BEV...

Short version: Training-time fusion ≠ test-time crutches. Long version: Tesla does use lidar, just not in the way you think: Andrej Karpathy explained that Tesla straps “science-project” lidars onto a subset of fleet cars during data collection to build 3-D ground-truth labels, then...

Pretty much, "great" relative to peers bleeding billions. Ford guides a $5-5.5 B EV loss for 2025, GM torched Cruise entirely, VW bowed out of Argo. Tesla, even on its “worst” quarter, still added to its $37 B cash hoard while everyone else went hat-in-hand to bond desks. The scoreboard is...

Cruise was arguably the showcase… right up until California yanked its permits after the pedestrian-dragging debacle. GM grounded the entire fleet in October 2023, has since recalled 950 cars, paid new fines, and in December announced it was exiting the robotaxi business to save a-billion-plus a...

Volumes of internal-combustion metal in 2025 prove little about readiness for the phase-out mandates that kick in across the EU (2035) and Tier-1 Chinese cities (2030). Ford’s ≈4.4 M ICE shipments last year are a bonfire of stranded assets if they can’t be electrified on time. Tesla’s 100%-BEV...