When a Competitor is making a mistake, please don't interrupt them!

When a Competitor is making a mistake, please don't interrupt them!

As a very minor stock holder but huge supporter of TESLA motors and Mr. Musk, it bothers me when I hear leadership criticize competitors (Toyota and Honda) as to the path these competitors have chosen to take to providing green transportation technology. I believe that we should criticize less or provide less ammunition in the competitors’ direction especially when they are trying to achieve the same goal as TESLA which is sustainable, environmentally safe method of mass transportation. If their method does not work in the long-term financially or technically then I believe that we should let the marketplace decide it...not call it “BS”. I would like to believe that TESLA is based upon success through achievement not playing the competitors’ game. Your thoughts?

DTsea | 16/01/2014

That's because tesla seems driven by a vision- electric cars- which they WANT competitors to adopt. There's network benefit in EVERYONE having electric for infrastructure.

So they seem to want 'green' not to fragment into many different approaches, none of which reaches industrial scale. Their point would be that fuel cells are likely compliance vehicles because, economically, they dont make much sense- it is more energy (and carbon) efficient to just burn natural gas instead of converting to hydrogen. So a fuel cell car reduces carbon IN CALIFORNIA (and in the city) but from a global perspective displaces it to a refinery.

People make the same argument about electric cars ('coal-powered') but it is easier over time to make the grid greener than to lower the cost of electricity so far that electrolyzed hydrogen would be practical on a mass scale.

Car t man | 16/01/2014


it is always good to have redundancies. Backups, alternatives,.. especially since entire principles can be hacked and collapsed. Along with electric grids, etc. The move to alternatives has already begun. It is vital that
many parallel options are developed, since we may need them, BADLY.

Tesla should pioneer as much as it can in pure EV. Even if some of the others
are bull sh..., it still isn't bad if they actually work on alternatives.
I understand you're worried that they are just trying to evade getting to
actual solutions. That is a valid concern.

But electric grids aren't ready for large scale EV transport needs, entire grids can be hacked and brought down, etc..

Due to moronic geopolitics, US, Russians, Chinese.. are trying to find ways to take each other's grids down daily. And then you probably have some other groups trying to figure out how to do it also, along with how to hack a self driving car network, to crash entire highway's worth of cars, etc..

Supporting Tesla in the good fight is one thing. To be opposed to everything else which isn't Tesla's core choice, also isn't optimal.

Even if some stuff was great, they don't currently have the resources to
focus on them all. Some others may. CNG (apart from fracking) is a good
way to go. Even if series hybrids with CNG generators, etc..

Whatever reduces emissions, lowers costs in economy, etc..

chickensevil | 13/02/2014

The problem is, there is a lot of government subsidies going around for the different things. So you are potentially blowing through a boat load of cash that could have been used to further the better technology and make it more mainstream.

This is partly why it has taken until 2014 for EVs to really start to get a solid footing... instead of, 2001. Because the government was swayed by these companies into thinking that EVs were not in demand/practical.... hydrogen was "right there"... and we can't possibly meet your requirements...

So Musk is helping to dispel the Hydrogen Fuel Cell myth, just as anyone else who knows ANYTHING about the technology should.

Earl and Nagin ... | 13/02/2014

Hydrogen was determined to be unviable back in the late '90's after decades of research faded the hopes that the PEM fuel cell might solve a lot of its problems. Today, it is just a diversion, propped up by misguided government bureaucrats under pressures from powerful interests. Those interests don't want to see anything other than today's oil-fired internal combustion status quo cars continue.
I don't recall the exact context in which Mr. Musk called BS to hydrogen but I'm sure he is constantly bombarded by investors and regulators about why he isn't going toward hydrogen like the herd is. I'm pretty sure he's tired of it.
I guess he has 2 choices. One is to waste his time, yet again, having to repeat the same long, nicely-worded explanation on the many reasons hydrogen doesn't make sense right now. The other choice is to shorten his response to the essential 2 letter summary "BS" and get back to making the best cars that are sustainable, fun to drive, safe, . . .
The first choice will avoid pundits pontificating the sound bites, the second will continue progress on the Model E and other future achievements by Tesla and SpaceX. I know my preferred approach that he take.
. . . I wonder if John Paul Jones was questioned about saying "Damn the torpedoes and full speed ahead" as much as Musk is about his hydrogen - BS comment. Probably not. IIRC, we won that war.

Homebrook | 13/02/2014

I totally agree that we should allow "the marketplace to decide it." However part of that is an ongoing discussion in what is best and how to go about it. There is nothing wrong with criticizing competitors. Is is part of how consumers learn what is best - by listening to each player participate in the debate on why their product is best and why and why their competitor's product is inferior and why. Part of that argument is why their competitor's approach is wrong.

As far as allowing the marketplace to decide. That approach would not allow for the government to 'bless' certain industries or technologies. Government can engage in research and provide the results of that research to private industry, but I do not believe government should ever interfere in the market by providing grants or investment money to individual private companies. It is a big mistake. I am a big fan of Tesla, but do not believe Tesla should be given an advantage not available to any other company,

slipdrive | 13/02/2014

In my view Tesla and EM are stunningly truthful and direct. Very refreshing when it is also correct....

Brian H | 14/02/2014

The advantages given TM are (at least in theory) available to anyone doing similar things, or attempting it in good faith. None come to mind.