If Waymo didn't exist, we'd instead be lauding the progress of Wayve, Pony, and WeRide.
At this point, Tesla have the potential to be at best maybe #5 globally. No wonder they're so desperate to hide behind a tariff wall in their home market.
I agree with you, but I find it interesting that BYD got started around the same time as Tesla. They took quite different paths to international distribution.
I don't think X is a two-digit number.
TSMC might be slightly ahead of Intel, maybe a few years ahead of Samsung. People forget that the original ChatGPT models were powered by the A100, a chip manufactured by Samsung, which was Sota just a few years ago.
On top TSMC has fabs and personnel with expertise in other places. After all this threat isn't new.
A lot more manual controls, in particular. I've never liked needing to use a touchscreen to manage functions of the car I might need to use while driving. Ioniq could actually go further still, some of the physical interface still uses a capacitive button rather than a physical button, but it is at least single-function so I can trace my hand along the bottom and the button I want is always in the same spot.
I like that by default it is set to two-pedal drive, especially in case I end up having to use an ICE or hybrid car (or have other drivers use my Ioniq). I like that I have a key fob and there's a physical interaction I need to make to turn the car on. I like that it supports Android Auto.
I think the styling is much better. I haven't sat in a Tesla long enough to give a direct comparison but the Ioniq interior is in the top quarter of cars I've driven.
It's not all roses, there's been Ioniq drivers run into ICCU issues that you don't really see the equivalent of with Tesla, but if I run into that then I'll just take it as a warranty item.
Edit: I forgot about the turn signal stalks but that was a primary thing for me as well, I literally thought it was some kind of anti-Tesla meme at first that they didn't have normal turn signals, until I verified it for myself.
I will stick to the Lightning since I know it best:
1. The Lightning auto-resumes lane centering after a lane switch, Tesla requires manually restarting (along with the annoyances which accompany that, like re-enabling auto wipers every single time).
2. CarPlay. (Which presumably Tesla is finally going to bring us.) Responding to text messages while driving is easier and less fussy with CarPlay (plus, if you are used to how CarPlay works, you will forget that after you dictate a reply to a text message in the Tesla you need to hit the send button on the screen). iMessages to non-phone recipients works with CarPlay but not at all with Tesla.
3. The Ford app lets me set a one-off "charge to 100%" flag which automatically resets to the previous setting after that charge.
4. And even though it is so obvious that it is probably boring to point out at this point, the rain sensing wipers on the Lightning actually work. The Tesla dry wipes, or not at all even when it is pouring, and everything in between.
5. The Lightning has radar. Without a lead car my Tesla remains prone to phantom braking at overpasses on bright sunny days. I have not ever had phantom braking on my pickup.
6. Windows. No amount of recalibration makes my Tesla windows go up exactly into the right position to be sealed. And pushing the button again just makes them lower slightly. So you have to monkey with it a couple times to make the sound of wind next to your ear go silent. I've never had a car amongst the dozens I've owned that got this basic functionality wrong, but both of my Teslas have struggled with it.
7. Comfort. Ford does not vertically integrate production of the interior and seats, and it shows. Nor do they cut corners on insulation. Someone else in this thread said that interiors were an inexpensive way for incumbents to differentiate from Tesla but I disagree on one point -- I think good interior design is expensive, which is exactly why Tesla does basically nothing. So the road noise is excessive and the flat, thin, barely bolstered seats are uncomfortable if you don't have enough built-in padding on your butt. Ford just outsources, probably to someone like Recaro, who has infinitely more experience making seats that don't suck.
First the Bolt, and then the Lightning has convinced me that there is no special sauce. I have a pickup that drives like my Tesla, but is still a pickup with all of the upsides and still has a comfy normal interior without the quirks. Tesla won't get any more of my business, for example, until they bring back the stalks and put in an IR rain sensor. They may eventually do both of these (I think they may have already started caving on the stalks). But now that I know that there are other options at least as good, I'm more picky and less accepting of the persistent cost cutting.
If the original schedules hadn't been made public knowledge, the progress they have made would seem quite fast-paced.
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