Automakers

“I think all these automakers should transform themselves and start building humanoids, because the humanoid will be what cars were in the sixties. If they don't do that, they will not lose only cars, they will lose also the humanoid market, which is trillions …”

“Are basically never doing updates and they're, and even if they are doing updates, they're usually only updating maybe one module. Maybe they're updating the HMI module, but they're not able to update, let's say the seafood critical parts of the system. You ha…”

“Even if I'm not up on release day with the car, because the automaker didn't invite me to the press launch, doesn't really matter. I can go get it from a dealer when it comes to dealers, 60 days later, and the video is going to be evergreen for five years, the…”

“According to these statistics, which are out there, it takes a, an automaker from the US or Japan or Germany, roughly six years to conceptualize of a new model and actually get it out on the roads of a new vehicle. And In China, it's something more like 18 mon…”

“Right now, demand has been growing very consistently and linearly. Like it hasn't gone exponential. Like the demand is still growing. If you look at simply, you know, how many EVs are being sold, but relative to the supply that was produced and what was out th…”

“We're currently piloting with 10 automakers and cell manufacturers where they're actually evaluating our materials and battery cells.”

“Well, I just, I think it's a distracting intermediate technology that I, it, It's unfortunate because I think it's, yes, I can understand for a consumer, it's maybe a smaller bridge, but it's, for a manufacturer, it's going to cause them to spend a lot of time…”

“Normally you have a bunch of different middlemen, tier one suppliers, other kinds of things in between. It's almost unheard of for a new technology company to work directly with automakers.”

“These are mobile, flexible energy resources, and so their mobility comes first and foremost. It is a device not built for energy purposes. Please deal with the automakers. They will tell you how much they do not care about the energy parts. First and foremost,…”

“Every automaker has realized information is too readily available to people to just make a bad car anymore. People aren't going to stand for that. They just won't buy a vehicle.”

“I've always made this big holier than thou stance that I don't accept anything from the automakers, including plane trips and hotels. If I'm invited to a press event, I pay my own way and stay in a hotel at my own cost.”

“There is an option code that most automakers have but hide from their window stickers called press finish, and there is dispute about what that is. Some automakers, there is absolutely no question that press finish adds power. Absolutely no doubt, like they've…”

“And then on top of that, there is what Tesla did in the OEM industry overall, which is it effectively brought forward The plans of all the other large automakers by likely 10 or 20 years.”

“You've also seen major sustained investments by the automakers that are of a scope and scale that mean it's not clear when the curve ramps in the small amount, but four years from now, since people aren't doing new engine programs, they're switching to electri…”

“Software in the car, and how that becomes something that isn't made by the car company anymore, perhaps, and becomes something that gets into the smartphone ecosystem.”

“We're able to work with them for a few weeks and generate a model, and they're actually, we're paying a dollar 25 per utterance to get them read. It took months to do it every year, and now it takes 25 milliseconds, and they pay 10 cents.”