Just as Google and Apple falter in their romantic quest to enter the manufacturing-intensive car biz — it’s hard to build fantasies — Tesla’s new radar vision reminds the world that Tesla dwells in the real auto business with real paying customers. Tesla’s innovations benefit customers who buy cars, not roving puppy-dog cars in search of owners (Google) or fuzzy nebulae purporting to give Tesla a run for its money (Apple).
Tesla gets its hands dirty by manufacturing things, selling them to people, and improving them. TeslaMondo considers all of this a prerequisite for the car business. And Tesla’s kaizen boosts its resale value, as we’ve just been reminded. Owning a Tesla means benefitting from OTA improvements. It’s an investment vehicle, not a throwaway. If the Model S were an iPhone, it could start as a 5 and become a 7 without making you visit the Genius Bar — isn’t that right, Tim Cook?
Mobileye shares are bleeding as people wonder if radar love will spread to other automakers, leaving poor Mobileye with unmarketable cameras. A logical fear. Your move, Mobileye. Drivin’ all night, your hands wet on the wheel? That describes Mobileye investors. TeslaMondo is one of them.