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Who’s Coming, Who’s Going at Tesla Motors

Tesla has had two senior employees depart recently, but has acquired the services of Felix Godard, designer to the upcoming Porsche Mission E sports car.

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Working at Tesla could be a dream job. It is one of the most high profile and innovative companies in both the tech and automotive worlds, but with that also comes high stresses.

Elon Musk is known to demand a lot of  his people. Some get burned out after a while. Others just want a fresh set of challenges. One of those is Riccardo Biasini. He joined Tesla in 2011 and worked his way up in the company to the senior system engineer leading the company’s vehicle propulsion team.

Biasani has just announced he is leaving the company to head up the AI unit at George Hotz’s start-up, Comma.ai. Hotz says his company will soon offer aftermarket systems that bring lane keeping and automatic braking to new cars. He promises his system will outperform any others on the market — including Tesla’s Autopilot.

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According to Forbes, Hotz is using an Acura ILX as his test vehicle. It is equipped with 6 cameras, Lidar, and radar. A computer with a Nividia graphics card resides in the trunk and coordinates the inputs from all devices using machine learning algorithms that Hotz developed.

Also leaving Tesla is James Chen, vice president of regulatory affairs and deputy general counsel. Most recently, Chen spearheaded the operation that defeated the General Motors sponsored legislation in Indiana that would have eliminated the company’s ability to sell cars directly to customers in that state. Chen has not revealed what company he is going to next.

On the plus side, Tesla has hired Félix Godard, the designer for the interior of the futuristic Porsche Mission E electric sports car. Godard will play an important role in designing the interior of the Model 3. At is reveal, the Model 3 featured on a minimalistic dashboard unlike any seen on a production prototype before.

Tesla has confirmed that dashboard is what will be in the Model 3 when it rolls off the assembly line. When Porsche revealed a prototype of the Mission E, it had this to say in a press release. “Instruments are intuitively operated by eye tracking and gesture control, some even via holograms — highly oriented toward the driver by automatically adjusting the displays to the driver’s position.”

Elon Musk has hinted that Phase 2 of the Model 3 reveal — scheduled to take place closer to the date when production begins — will be more astounding than Phase 1. The Porsche Mission E concept may offer an important clue as to what Tesla has in mind for the final production version of its car. A full head’s up display spread across the entire windshield? Holograms? Imagine a $35,000 sedan that has the same technology as the most advanced Porsche in history.

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Anytime someone leaves Tesla, there are stories about poaching and outrageous signing bonuses. The process works both ways, with the company attracting talent from other companies and some of its employees finding the grass is greener elsewhere. Tesla probably won’t miss a beat from the departure of Ricardo Biasini or James Chen. But the arrival of Félix Godard suggests exciting times ahead for Tesla.

Source: BGR, Forbes

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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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