Source: Photographic Network
After several years of stability, Tesla's senior management team is entering a period of rapid change. Executives who have made outstanding contributions to Tesla leave in batches in a short period of time.
On May 15, according to the interface news report, since Tesla CEO Elon Musk announced the global layoff on April 15, 10 executives have announced their resignation in a month.
It is understood that Musk is in charge of Tesla, SpaceX, X, xAI, Neuralink and Boring Company. But people are more and more worried about whether Musk is far away from Tesla's daily management. A former Tesla manager described Mask as a "dove CEO": "He came, pooped on us, and then left." Several shareholders expressed concern about this. The former Tesla employee who was laid off last week also confirmed to Electrek that the CEO did spend less time in Tesla recently.
For this layoff, Musk once said on the X platform, "Every five years or so, Tesla must carry out a thorough organizational reform to reach the next level. Having said that, our executive tenure at Tesla is very long, far more than 10 years. " This remark indirectly responded to the news of Tesla's global layoffs.
Musk refocused its power through the continuous change of senior executives Dispersed Return to Tesla 。
Tesla fully autonomous driving "soon" launched
Compared with other new energy vehicles, in addition to the range, the automatic driving system is undoubtedly Tesla's biggest selling point.
More than 90% of delivered vehicles are equipped with automatic driving system
According to the latest data on the official website of Lex Friedman, as of January 16, 2020, the cumulative delivery of Tesla vehicles has reached 901461, including 737570 vehicles equipped with Autopilot 2+hardware, 114525 vehicles equipped with Autopilot 1 hardware, and 93.7% of vehicles equipped with automatic driving system.
Tesla's road test mileage far exceeds that of competitors
According to the latest data released by Lex Friedman, as of January 16, 2020, Tesla's total vehicle mileage has reached 19.1 billion miles, of which 2.2 billion are autonomous driving miles, which is much higher than Waymo (at the beginning of 2019, Waymo's autonomous driving road test mileage was about 10 million miles), ranking second.
Continuous R&D and upgrading of Tesla FSD
As the leader of the pure vision scheme of automatic driving, Tesla has been focusing on the algorithm development of FSD. At present, FSD has been updated to V11.4. From the perspective of company planning, CEO Mask said that FSDV12 is expected to be launched at the beginning of 2024 to better realize L3 capabilities and continue to guide the smart driving pattern. In terms of hardware, Tesla's automated driving scheme has developed from HW1.0 hardware series in 2014 to HW4.0 hardware series, which has gone through five iterations, realizing that the requirements of the perception and decision-making levels for the continuous upgrading of algorithms have been improved, while ensuring that the hardware cost is at an acceptable level.
Kaiyuan Securities Research Newspaper pointed out that the demand for autonomous driving is highly deterministic and the construction of business model is in progress. With the gradual introduction of high-level automatic driving functions, consumers' awareness of automatic driving is also increasing. The automatic driving function is expected to simplify driving operations and reduce driving fatigue. Therefore, it has high demand certainty and is gradually becoming an important factor influencing consumers' decision-making on car purchase.
According to the analysis of the Prospective Industry Research Institute, China's autonomous vehicle industry is currently and will be in the primary stage of research and development for some time to come From the perspective of penetration rate, it is optimistic to predict that by 2030, the penetration rate of automatic driving at the level of L0, L1, L2, L3 and L4 in China will reach 7%, 11%, 51%, 20% and 11% respectively. With the development of 5G, cloud computing, Internet of Things and other technologies, the performance and stability of autopilot system have been greatly improved. In terms of perception, decision-making, execution and other key technologies, in the future, automated driving technology will achieve more breakthroughs and market applications, and continue to develop in a more efficient, safer and smarter direction.
Prospective Economist APP Information Group
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