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I'm gonna push back a little bit by raising a few questions:

Jerome Guillen is talking about incremental improvements because when they launched, the car wasn't good enough. Being able to update the software is great but is it really a strength ? It's not, unless your car has Google Car type of innovation in it !

Imagine how exciting it would be to get updates for the Nokia phones we bought in the 90s ? It's not exciting at all. The Model S is a year 2000 design, still on the market 10 years later. I know I'm not being nice when I say that but when did that ever help someone invent the future ?

Now look at the Model X. They are catching up and that's good. But the concept was revealed in February 2012 and it won't be ready before early 2014. I don't know what I will be thinking in 2014 but I do know an incremental software update won't make me go wow. What we really need is not another walkman. We need an iPod. We don't need an iPod, we need an iPhone. We don't need another PC, we need an iPad. Are those falcon doors impressive ? They are a gimmick, designed to attract attention. Those doors are a problem and I bet they are giving Elon's team headaches!

I did see those backview mirrors in the Model X. My first thought was MEH... But if what Elon is really doing is secretly building camera's inside the car, then I'm gonna be like NOW THAT'S WHAT I'M TALKING ABOUT !! Imagine everyone driving around with those camera's recording everything !! Imagine Tim Cook signing a deal with Elon in order to get the map data. Up she goes !! But as far as I know, that's not the case.

The article mentions 20,000 Model S cars a year. The first prototype was revealed in I think September 2009 and the first one was delivered in June 2012. Henry Ford was making 1 Model T a day in 1908. He electrified his factory with Tesla's invention. Fast forward 2 years and he was building over 100,000 cars a year. That's 5 times more than Elon. It's not about how fast you can do your software updates. It's about creating demand and how fast you can build those cars !

I do like the solar power play. It disrupts everyone's business model. But a major concern has to be the fuel cell threat. Lots of car manufacturers are placing their bets on it. Is it because Elon has the market locked up with his patents ? Should he be working on fuel cells as well ? Are the fuel cell problems too big to overcome or is that market locked up with patents ?




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