internalaudit
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If someone is building it for Tesla and we know it's not being built in-house, why can't it sell the same concept to other automakers?it is not just 1, but you get the point. Problem why nobody did it before was because they buy these parts from all these different suppliers that dont work with each other, so it is not all integrated together. Now they are all scrambling to do it but having very hard time at it.
Tesla started from 0 so they built up fully integrated system, and this is why they are able to update whole car via software and add new features all the time, but also lower the cost.
Pretty much everything Tesla does is kaizen based, probably a lot like what TMC used to do in 80's, and what they are coming back to these days.
It's just going to be a matter of time.
The chip shortage was for those older gen chips. Newer ones (the ones Tesla uses) will level the playing field soon enough.
I mean, to me as the consumer, I don't see any advantage with Tesla's lower manufacturing cost, if it doesn't feed down to the MSRP of its vehicles anyway.
I care more about the reliability of the software and build quality of the vehicle. As long as the sum of the parts work and are more reliable than Tesla's, I don't really care how many parts have to work together.