Varför är det så bråttom att lansera AP2.0?
Konstigt är det eftersom man normalt är noga med att version 2 är bättre än 1
på nästan alla plan.
Det spekuleras vilt om orsakerna.
We see several possibilities:
- Tesla's relationship with Mobileeye was terminated abruptly and put Tesla in a position where they had to do a premature release of new system even though the product was not ready.
- The Company's discussions with regulatory agencies in the US, Germany, or other countries are not going well and the Company sees considerable regulatory risk with the current AP technology
- The Company's counsel is advising the Company that the current Autopilot is so fundamentally flawed that it is untenable to continue with it due to risk management reasons
- The demand in Q4 is so slow that it is a convenient time to make the product transition
- There is no better excuse on why the Company will miss Q4 delivery guidance than promote an futuristic product and use that as an excuse for guidance shortfall.
http://seekingalpha.com/article/4013503 ... &dr=1#alt2