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[PCWorld] Jim Keller lands at Tesla to head up Autopilot group - Page 3

post #21 of 46
Quote:
Originally Posted by caenlen View Post

Electronic interference causes a 50 car pile up on the south band highway this morning... thumb.gif

Too bad it wasn't an autonomous car, wouldn't have happened.
    
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post #22 of 46

I was hoping VIA would grab Jim Keller so we can have some more players in the higher end cpu market :D 

post #23 of 46
Quote:
Originally Posted by ozlay View Post

I was hoping VIA would grab Jim Keller so we can have some more players in the higher end cpu market biggrin.gif  

On a serious note, I would welcome a 3rd option in the market.
    
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post #24 of 46
Quote:
Originally Posted by tajoh111 View Post

It is far more likely that Tesla chip is going to be a collaboration of some sort rather than develop a chip that all in house from the ground up.

The comparisons to Apple are laughable. Like rof*****.

For Apple, 60 billion out of 75 billion in revenue comes from products with arm processor in it or devices with a swift arm based chip in it. Additionally, the SoC represent a 10-20 percent of the bill of material for gross production of these products. This is incredibly different than TESLA.

Tesla has yet to crack a billion in revenue in a quarter. In terms of volume in a good quarter, Tesla only sells 10,000 vehicles. When you combine iphone sales and ipad sale, you almost get a total of 100 million units. That's a factor of 1000000% or 10,000 times the volume of Tesla. It make sense for Apple to develop a new custom SOC because of the sheer volume and cost that the SOC represents to them.

With 10,000 cars, where maybe half of the cars at best will be equipped this autodrive technology, it simply doesn't make sense to spend hundreds of millions of dollar to billions of dollars to develop a completely new SOC for this unit.

Plus this SOC represents a much smaller portion of the cost compared to phones. What this means is the overall potential cost savings from producing a SOC in house is drastically less for Tesla.

This is why companies outsource in general and is basic economics. Fixed costs and development costs are so expensive that it makes more sense to outsource. At 10,000 vehicles, economies of scale play against Tesla. It does not make financial sense for Tesla to do what Apple does. Nvidia at one point was selling just over $100 million Tegra chips in a quarter and they were still taking a loss. To break even on the tegra business, Nvidia needed sales in the $250 million dollar a quarter range. It makes no financial sense to build a custom architecture and SOC for Tesla.

Elon Musk is out there to prove everyone wrong and has already made himself a billionaire by doing just that. You'll probably find Jim Keller is there to develop the hardware for the in-car computer system for the Model 3 which Tesla intends to be the mass production model. That Gigafactory is being built to churn out many, many batteries for the Model 3; so you'll probably find Mr Musk wants to save headaches from supplier issues by having Tesla manufacture their own in-car computers (which makes sense because SpaceX already does this for their rockets).

The technological advancements that Tesla and SpaceX push out are simply mind-boggling. They are exciting companies to keep track of.
post #25 of 46
I just dont get the love for Musk, imo hes a little bit above a conman, its amazing how many seemingly educated people are blinded by his sales speak.
post #26 of 46

Musk is scary... Like Google scary.

   
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post #27 of 46
Quote:
Originally Posted by delboy67 View Post

I just dont get the love for Musk, imo hes a little bit above a conman, its amazing how many seemingly educated people are blinded by his sales speak.
Yeah, that's a common view of disruptive people.
We'll see how pervasive that opinion is 10-20 years from now.
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post #28 of 46
Thread Starter 
It's true that Musk would be far more interesting if he used his powers for evil. Blowing up the moon or blotting out the sun are long-standing goals many of us share, and we have yet to find our Blofeld.
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post #29 of 46
Quote:
Originally Posted by delboy67 View Post

I just dont get the love for Musk, imo hes a little bit above a conman, its amazing how many seemingly educated people are blinded by his sales speak.
He's competitive and disruptive, and it's driving technical innovation in entire industries. The reactions from his competitors are just as important as the direct impact of his companies.
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post #30 of 46
Quote:
Originally Posted by delboy67 View Post

I just dont get the love for Musk, imo hes a little bit above a conman, its amazing how many seemingly educated people are blinded by his sales speak.

Hahaha!

Yup, the Falcon 9 landing and the Dragon 2 hover are just sales pitches. We won't even talk about the successful payload deliveries and Sat launches.
    
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