The Lemon Fool

Hallucigenia wrote:

odysseus2000 wrote:this is a commodity space, not one that is likely to drive good margins for VW even if they can reach their manufacturing goals.

This Whatcar test drive of a prototype Buzz suggests over £50k for the passenger versions, hardly commodity pricing :
https://www.whatcar.com/news/2022-volks ... ate/n24171

With lithium prices up over 4-fold in the last year, pricing is going to be challenging for the next few years.

Hallucigenia wrote:

odysseus2000 wrote:this is a commodity space, not one that is likely to drive good margins for VW even if they can reach their manufacturing goals.

This Whatcar test drive of a prototype Buzz suggests over £50k for the passenger versions, hardly commodity pricing :
https://www.whatcar.com/news/2022-volks ... ate/n24171

With lithium prices up over 4-fold in the last year, pricing is going to be challenging for the next few years.

odysseus2000 wrote:It is a van, who pays a premium for a van?

TUK020 wrote:

odysseus2000 wrote:It is a van, who pays a premium for a van?

Yup, but a pick up is an entirely different matter. Different. Entirely.

TUK020 wrote:

odysseus2000 wrote:It is a van, who pays a premium for a van?

Yup, but a pick up is an entirely different matter. Different. Entirely.

odysseus2000 wrote:

TUK020 wrote:

odysseus2000 wrote:It is a van, who pays a premium for a van?

Yup, but a pick up is an entirely different matter. Different. Entirely.

Ha Ha!

Yes, with the Cyber truck it is, as it offers many features that are not found on the Ford 150 lightning, the most important being its looks that makes it unmistakeable even to people who can not normally tell one make from another.

The Ford 150 is the best selling vehicle, as far as I understand, in the US and as such is both a car and a utility vehicle, whereas a delivery van is a utility vehicle and does not substitute for a car like a pickup does.

Regards,

BobbyD wrote:

TUK020 wrote:

odysseus2000 wrote:It is a van, who pays a premium for a van?

Yup, but a pick up is an entirely different matter. Different. Entirely.

..or atleast it will be if Tesla ever actually make one. Sorry I mean get one to production. Obviously they have made one. Possibly as many as 4!

odysseus2000 wrote:According to VW the Buzz is from VW commercial vehicles:

https://www.volkswagen-vans.co.uk/en/el ... -buzz.html

Seems VW think it's a van and are making it has a commercial vehicle.

Regards,

BobbyD wrote:

odysseus2000 wrote:According to VW the Buzz is from VW commercial vehicles:

https://www.volkswagen-vans.co.uk/en/el ... -buzz.html

Seems VW think it's a van and are making it has a commercial vehicle.

Regards,

Seems you don't know how VW works.

The Buzz and the Buzz.cargo will both be built by VWCV in Hannover, in the same way that the Audi Q4 e-tron is built alongside VW's ID.4 in Zwickau.

The Buzz in Europe will be a 5 seater, with a longer wheel base 3 row version available in the States.

U.S. agency upgrades Tesla Autopilot safety probe, step before possible recall

WASHINGTON, June 9 (Reuters) - The National Highway Traffic Safety Administration (NHTSA) on Thursday said it was upgrading its probe into 830,000 Tesla (TSLA.O) vehicles with its advanced driver assistance system Autopilot, a required step before it could seek a recall.

The auto safety agency in August opened a preliminary evaluation to assess the performance of the system in 765,000 vehicles after about a dozen crashes in which Tesla vehicles struck stopped emergency vehicles -- and said Thursday it had identified six additional crashes.

NHTSA is upgrading its probe to an engineering analysis, which it must do before demanding a recall if deemed necessary.

The auto safety regulator is reviewing whether Tesla vehicles adequately ensure drivers are paying attention. The agency added evidence suggested drivers in most crashes under review had complied with Tesla's alert strategy that seeks to compel driver attention,raising questions about its effectiveness.

Tesla files to use a new radar and everyone is confused

Now The Korea Economic Daily reports that Samsung has a won a contract estimated to be worth between 4 trillion won and 5 trillion won ($3.2 billion-$4 billion) to supply Tesla with new cameras:

The publication reported on the specific cameras to be supplied to Tesla:

The components to be supplied this time will be Samsung’s version 4.0 camera modules with 5 million pixels, which show five times clearer images than the company’s previous 3.0 modules.

This would be a major upgrade over the cameras used in Tesla’s current Autopilot sensor suite, which are believed to only have a resolution of about 1.2 megapixels.

PhaseThree wrote:To be honest anyone who thinks that camera resolution is the solution hasn't understood the problem. The Tesla system is nowhere near as capable in the real world as Tesla/Musk want you to believe.

https://www.theguardian.com/technology/ ... tion-nhtsa

PhaseThree wrote:
If you are looking for a glimpse of the real thing take a look at mobileye (Owned by Intel and heading for an IPO in the near future)
https://www.mobileye.com/
https://www.cityindex.co.uk/market-anal ... -ipo-2022/

BobbyD wrote:

PhaseThree wrote:To be honest anyone who thinks that camera resolution is the solution hasn't understood the problem. The Tesla system is nowhere near as capable in the real world as Tesla/Musk want you to believe.

https://www.theguardian.com/technology/ ... tion-nhtsa

Anyone who believes camera resolution is the only problem ...I would agree with, but I still have 'photos' I took in 2006 with my LG Prada and significant doubts that a camera with a significantly lower resolution regardless of its other properties, is fit for purpose in a self driving system allowed on to the public roads.

PhaseThree wrote:
If you are looking for a glimpse of the real thing take a look at mobileye (Owned by Intel and heading for an IPO in the near future)
https://www.mobileye.com/
https://www.cityindex.co.uk/market-anal ... -ipo-2022/

If Intel sell off my stake in Mobileye I will be pissed. See also Aptiv, Waymo, Cruise...

PhaseThree wrote:

BobbyD wrote:

PhaseThree wrote:To be honest anyone who thinks that camera resolution is the solution hasn't understood the problem. The Tesla system is nowhere near as capable in the real world as Tesla/Musk want you to believe.

https://www.theguardian.com/technology/ ... tion-nhtsa

Anyone who believes camera resolution is the only problem ...I would agree with, but I still have 'photos' I took in 2006 with my LG Prada and significant doubts that a camera with a significantly lower resolution regardless of its other properties, is fit for purpose in a self driving system allowed on to the public roads.

PhaseThree wrote:
If you are looking for a glimpse of the real thing take a look at mobileye (Owned by Intel and heading for an IPO in the near future)
https://www.mobileye.com/
https://www.cityindex.co.uk/market-anal ... -ipo-2022/

If Intel sell off my stake in Mobileye I will be pissed. See also Aptiv, Waymo, Cruise...

I'll be buying if the price is right....

BobbyD
Well it's slightly ironic. When I got in to Intel given the choice between being able to invest in the company as a whole, or their non-core projects, especially Mobileye I'd have taken the latter like a shot. Now they actually have some halfway decent plans for their core business I might have to repurchase the Mobileye stake independently....

odysseus2000 wrote:Interesting motivational message to Tesla employees:

https://twitter.com/heydave7/status/153 ... BWouUcIW7w

Regards,