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Ford Europe CEO trolls Tesla’s 7,000 vehicles/week production milestone

[Credit: Jason Zhang/Facebook]

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Ford Europe CEO Steven Armstrong took to Twitter recently to pour some cold water on Tesla’s production milestone for Q2 2018. Responding to Elon Musk’s tweet congratulating the Tesla team for producing 7,000 vehicles (comprised of 5000 Model 3 and 2,000 Model S & X) in a single week, Armstrong issued a sharp retort, mocking the electric car and energy company by stating that Ford could accomplish the same manufacturing feat in just 4 hours.

Armstrong’s trolling of Elon Musk’s announcement comes as the latest development in Ford and Tesla’s ongoing Twitter feud. Just recently, Elon Musk incited another sharp retort from the American legacy automaker after he likened Ford’s energy to a “morgue” in a statement to the Wall Street Journal. Considering that Musk expressed his criticism of Ford’s energy during a time when it was uncertain if Tesla could achieve its 5,000/week target for the Model 3, Ford’s VP of Communications Mark Turby quipped back at the serial tech entrepreneur, citing Ford’s capability to roll off a new F-150 truck every 53 seconds from its production line.

Ford’s latest response to Tesla’s production milestone received a notable reaction from thousands of Twitter users. While some found the tweet to be humorous, others noted that Armstrong’s statement might prove to be Ford’s Steve Ballmer moment. Steve Ballmer is a former CEO of Microsoft who infamously laughed off the potential of the Apple iPhone when it was unveiled back in 2007. Just like Armstrong’s response to Musk’s tweet, Ballmer noted in a now-meme-worthy interview in 2007 that Apple was selling zero devices (the iPhone was not yet available for purchase during the interview) while Microsoft was already selling millions of phones every year. As tech history would ultimately prove, however, it would take Apple a very short time before the iPhone helped the Cupertino-based tech company overtake Microsoft in market capitalization. Considering that the Model 3 has been dubbed the “iPhone of cars,” Armstrong’s most recent diss at Tesla’s capability to produce the compact electric car does invoke a lot of Ballmer’s reaction from his interview 11 years ago.

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While the Ford Europe CEO’s comment seems to be designed to incite a strong reaction from the Tesla community (it did), the legacy automaker’s retort does come from a place of authority. Ford, after all, is the company that literally started the utilization of an automobile assembly line, with founder Henry Ford introducing it for the Model T back in December 1913. As history would later prove, the assembly line would be Ford’s magic bullet in the automotive industry, allowing the company to dominate American car sales with sheer production numbers and accessibility to the masses alone. This expertise has carried over to the company’s current operations, as reflected by Turby’s mention of the F-150 line rolling off trucks every 53 seconds.

With Tesla attaining a pace of 7,000 Model 3, Model S, and Model X per week, however, Ford would be wise to not underestimate the upstart electric car maker. Tesla, after all, has proven that it is unafraid to innovate outside the industry norm, as demonstrated by the company setting up GA4 in the Fremont factory’s grounds and air-freighting six airplanes worth of robots from Europe to the United States. On top of this, Ford is also dealing with a number of challenges as well, including its recent decision to stop the production of all its cars except the Mustang and the upcoming Focus Active Crossover, which is set to be released next year. Ford is also lagging in terms of EV adoption, with the company yet to release an electric car comparable to offerings from fellow legacy automakers such as GM and Nissan.

Simon is an experienced automotive reporter with a passion for electric cars and clean energy. Fascinated by the world envisioned by Elon Musk, he hopes to make it to Mars (at least as a tourist) someday. For stories or tips--or even to just say a simple hello--send a message to his email, simon@teslarati.com or his handle on X, @ResidentSponge.

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Tesla expands its branded ‘For Business’ Superchargers

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Credit: Francis Energy

Tesla has expanded its branded ‘For Business’ Supercharger program that it launched last year, as yet another company is using the platform to attract EV owners to its business and utilize a unique advertising opportunity.

Francis Energy of Oklahoma is launching four Superchargers in Norman, where the University of Oklahoma is located. The Superchargers, which are fitted with branding for Francis Energy, will officially open tomorrow.

It will not be the final Supercharger location that Francis Energy plans to open, the company confirmed to EVWire.

Back in early September, Tesla launched the new “Supercharger for Business” program in an effort to give businesses the ability to offer EV charging at custom rates. It would give their businesses visibility and would also cater to employees or customers.

“Purchase and install Superchargers at your business,” Tesla wrote on a page on its website for the new program. “Superchargers are compatible with all electric vehicles, bringing EV drivers to your business by offering convenient, reliable charging.”

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The first site opened in Land O’ Lakes, Florida, which is Northeast of Tampa, as a company called Suncoast launched the Superchargers for local EV owners.

Tesla launches its new branded Supercharger for Business with first active station

The program also does a great job at expanding infrastructure for EV owners, which is something that needs to be done to encourage more people to purchase Teslas and other electric cars.

Francis Energy operates at least 14 EV charging locations in Oklahoma, spanning from Durant to Oklahoma City and nearly everywhere in between. Filings from the company, listed by Supercharge.info, show the company’s plans to convert some of them to Tesla Superchargers, potentially utilizing the new Supercharger for Business program to advertise.

Moving forward, more companies will likely utilize Tesla’s Supercharger for Business program as it presents major advantages in a variety of ways, especially with advertising and creating a place for EV drivers to gain range in their cars.

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Tesla Cybercab ‘breakdown’ image likely is not what it seems

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Credit: TslaChan | X

Tesla Cybercab is perhaps the most highly-anticipated project that the company plans to roll out this year, and as it is undergoing its testing phase in pre-production currently, there are some things to work through with it.

Over the weekend, an image of the Cybercab being loaded onto a tow truck started circulating on the internet, and people began to speculate as to what the issue could be.

The Cybercab can clearly be seen with a Police Officer and perhaps the tow truck driver by its side, being loaded onto, or even potentially unloaded from, the truck.

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However, it seems unlikely it was being offloaded, as its operation would get it to this point for testing to begin with.

It appears, at first glance, that it needs assistance getting back to wherever it came from; likely Gigafactory Texas or potentially a Bay Area facility.

The Cybercab was also spotted in Buffalo, New York, last week, potentially undergoing cold-weather testing, but it doesn’t appear that’s where this incident took place.

It is important to remember that the Cybercab is currently undergoing some rigorous testing scenarios, which include range tests and routine public road operation. These things help Tesla assess any potential issue the vehicle could run into after it starts routine production and heads to customers, or for the Robotaxi platform operation.

This is not a one-off issue, either. Tesla had some instances with the Semi where it was seen broken down on the side of a highway three years ago. The all-electric Semi has gone on to be successful in its early pilot program, as companies like Frito-Lay and PepsiCo. have had very positive remarks.

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Tesla reveals its first Semi customer after launch

The Cybercab’s future is bright, and it is important to note that no vehicle model has ever gone its full life without a breakdown. It happens, it’s a car.

Nevertheless, it is important to note that there has been no official word on what happened with this particular Cybercab unit, but it is crucial to remember that this is the pre-production testing phase, and these things are more constructive than anything.

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Investor's Corner

Tesla analyst teases self-driving dominance in new note: ‘It’s not even close’

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Credit: Tesla

Tesla analyst Andrew Percoco of Morgan Stanley teased the company’s dominance in its self-driving initiative, stating that its lead over competitors is “not even close.”

Percoco recently overtook coverage of Tesla stock from Adam Jonas, who had covered the company at Morgan Stanley for years. Percoco is handling Tesla now that Jonas is covering embodied AI stocks and no longer automotive.

His first move after grabbing coverage was to adjust the price target from $410 to $425, as well as the rating from ‘Overweight’ to ‘Equal Weight.’

Percoco’s new note regarding Tesla highlights the company’s extensive lead in self-driving and autonomy projects, something that it has plenty of competition in, but has established its prowess over the past few years.

He writes:

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“It’s not even close. Tesla continues to lead in autonomous driving, even as Nvidia rolls out new technology aimed at helping other automakers build driverless systems.”

Percoco’s main point regarding Tesla’s advantage is the company’s ability to collect large amounts of training data through its massive fleet, as millions of cars are driving throughout the world and gathering millions of miles of vehicle behavior on the road.

This is the main point that Percoco makes regarding Tesla’s lead in the entire autonomy sector: data is King, and Tesla has the most of it.

One big story that has hit the news over the past week is that of NVIDIA and its own self-driving suite, called Alpamayo. NVIDIA launched this open-source AI program last week, but it differs from Tesla’s in a significant fashion, especially from a hardware perspective, as it plans to use a combination of LiDAR, Radar, and Vision (Cameras) to operate.

Percoco said that NVIDIA’s announcement does not impact Morgan Stanley’s long-term opinions on Tesla and its strength or prowess in self-driving.

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NVIDIA CEO Jensen Huang commends Tesla’s Elon Musk for early belief

And, for what it’s worth, NVIDIA CEO Jensen Huang even said some remarkable things about Tesla following the launch of Alpamayo:

“I think the Tesla stack is the most advanced autonomous vehicle stack in the world. I’m fairly certain they were already using end-to-end AI. Whether their AI did reasoning or not is somewhat secondary to that first part.”

Percoco reiterated both the $425 price target and the ‘Equal Weight’ rating on Tesla shares.

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