FEAR & GREED | Business News Tesla's twin headaches that nobody's talking about
May 17, 2025
Stefan Von Imhof, from alts.co, provides insights on alternative market research and investing. He discusses Tesla's struggles with sales and its falling stock price amid Elon's divided attention. A key focus is on Tesla's controversial choice of relying solely on its camera-based technology, 'Tesla Vision,' compared to LiDAR. Stefan also highlights the critical role of carbon credits in Tesla's revenue and the looming challenges as demand declines in key markets, raising concerns about the company's financial footing.
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Tesla Vision vs LiDAR Challenge
- Tesla uses Tesla Vision which relies on cameras and AI instead of LiDAR for sensing the environment in autonomous vehicles.
- LiDAR is becoming cheaper and provides more accurate distance measurement, making Elon Musk's choice increasingly questionable.
Tesla Vision's Limitations in Conditions
- Tesla Vision is safer than human drivers but struggles with edge cases like snow, night, and unusual hazards.
- LiDAR shines in tough conditions by accurately measuring distance regardless of light, contrast, or weather.
Tesla Autopilot Safety Statistics
- Tesla's autopilot crashes about once every 7.4 million miles, outperforming humans who crash every 670,000 miles.
- Transparency is limited, and reporting requirements have been loosened under the Trump administration, benefiting Tesla.