Source: Photo.com
After several years of stability, Tesla's executive team is entering a period of dramatic change. Executives who have made outstanding contributions to Tesla have left in droves in a short period of time.
On May 15, according to Jiemian News, since Tesla CEO Elon Musk announced global layoffs on April 15, 10 executives have announced their resignation in a month.
It is understood that Musk is in charge of six companies: Tesla, SpaceX, X, xAI, Neuralink, and Boring Company. But there are growing concerns about whether Musk is staying away from Tesla's day-to-day management. A former Tesla manager described Musk as a "pigeon CEO": "He came, on us, and left." Several shareholders expressed concern, and a former Tesla employee who was laid off last week confirmed to Electrek that the CEO has indeed spent significantly less time at Tesla recently.
Regarding this layoff, Musk once said on the X platform, "Every five years or so, Tesla must carry out a radical organizational overhaul to reach the next level." That being said, our executive tenure at Tesla is very long, well over 10 years. These words indirectly responded to the news of Tesla's global layoffs.
Musk has recentralized power through continued changes in senior management, and his decentralized focus has returned to Tesla.
Tesla's full self-driving will be launched "soon".
Compared with other new energy vehicles, in addition to the range, the autonomous driving system is undoubtedly Tesla's biggest selling point.
More than 90 percent of the vehicles delivered are equipped with autonomous driving systems
According to the latest data from Lex Friedman's official website, as of January 16, 2020, Tesla has delivered 901461 vehicles, of which 737,570 are equipped with Autopilot 2+ hardware, 114525 are equipped with Autopilot 1 hardware, and 93.7% of the vehicles delivered are equipped with autonomous driving systems.
Tesla's road test mileage far exceeds that of its rivals
According to the latest data released by Lex Friedman, as of January 16, 2020, Tesla's total vehicle mileage reached 19.1 billion miles, of which 2.2 billion miles were self-driving, which is much higher than the second-ranked Waymo (at the beginning of 2019, Waymo's self-driving road test mileage was about 10 million miles).
Tesla's FSD continues to be developed and upgraded
As a leader in pure vision solutions for autonomous driving, Tesla has been focusing on the algorithm research and development of FSD, which has been updated to V11.4. From the perspective of the company's planning, its CEO Elon Musk said that FSDV12 is expected to be implemented in early 2024 to better realize L3 capabilities and continue to guide the intelligent driving pattern. In terms of hardware, Tesla's autonomous driving solution has evolved from the HW1.0 hardware series in 2014 to the HW4.0 hardware series, with a total of five iterations, realizing the continuous upgrading of the algorithm and improving the requirements for the perception layer and decision-making layer, while also ensuring that the hardware cost is at an acceptable level.
The open source securities research report pointed out that the demand for autonomous driving is highly certain, and the construction of business models is underway. With the gradual introduction of high-level autonomous driving functions, consumers' awareness of autonomous driving is also increasing. Autonomous driving functions are expected to simplify driving operations and reduce driving fatigue, so they have a high degree of demand certainty, and are gradually becoming an important factor influencing consumers' car purchase decisions.
From the perspective of penetration rate, it is optimistically predicted that by 2030, the penetration rate of China's L0 level, L1 level, L2 level, L3 level and L4 level autonomous driving will reach 7%, 11%, 51%, 20% and 11% respectively. With the development of technologies such as 5G, cloud computing, and the Internet of Things, the performance and stability of autonomous driving systems have been greatly improved. In terms of key technologies such as perception, decision-making, and execution, in the future, autonomous driving technology will achieve more breakthroughs and market applications, and continue to develop in a more efficient, safer, and intelligent direction.
Prospective Economist APP Information Group
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