Hacker Newsnew | past | comments | ask | show | jobs | submitlogin

> And they didn't have sugar daddy (Google) willing to burn several billions a year for many years.

Tesla's market cap is $1.3 trillion. Granted the company itself doesn't have access to all of that, but surely if they wanted to spend, say, $10 billion per year on something big like FSD, they could have.

> didn't have the luxury of adding $50k to the cost of the car for the hardware

A little more extreme, but: Tesla has sold something like 8.5 million cars total. If they simply dumped an extra $50K of material into every single one of those cars without raising the price a dime, that would be only $425 billion. That's a ridiculous sum of money, but still <checks notes> substantially less than $1.3 trillion.



I'm not a fan of Tesla's approach to self driving, but

> If they simply dumped an extra $50K of material into every single one of those cars without raising the price a dime, that would be only $425 billion. That's a ridiculous sum of money, but still <checks notes> substantially less than [their market cap of] $1.3 trillion.

That is an apples to dishwasher comparison. Money is fungible only when it's the same kind of money on both sides. You can't compare market cap like that. (Even for a company whose market cap is seemingly divorced from reality like Tesla's)


They'd need one more thing, a time machine.

TSLA market cap was about 50B for the first several years of their FSD effort.

I think they'd choose lidar if they started now.


If they had done so, their financials wouldn’t have attracted investors and they wouldn’t be worth near 1.3T


You can’t trade market cap for goods and services. Tesla is not exactly rolling in cash these days.


You can. It’s called a secondary offering. The SEC has a whole process.


You can sell more stock to raise money regardless of market cap.


They squandered their lead with the CEO's focus elsewhere.


If you ordered 8M LIDARs, the unit price would quickly plummet. Thankfully, this is already happening thanks to Chinese efforts in that space.


This is probably the most "techbro understanding of finance" moment if there ever was one. Laughable stuff.


$50k? The sensor kit on the Waymo’s ipace is north of $300k. (Which completely inverts that calculation)


You're years out of date on that number. I doubt it's been true this decade. Reasonable current estimates are under a few tens of thousand at most.


No, I know how much each honeycomb costs (BOM cost, that is); pretty confident on the radars; and I can guess at the cameras and compute.


Then they're way behind others in the industry, and I'm not sure I believe that given the people I know there.


Then you should be asking them instead of arguing with random internet people


It's between 7k (chinese) and 17k (european) now.


You are either intentionally lying or very confident about facts you don't know. Could you please source your numbers?


You are confident that I am wrong - why don't you share your source?

I'm giving ballpark numbers because I am in this space and don't want to dox myself.




Guidelines | FAQ | Lists | API | Security | Legal | Apply to YC | Contact

Search: