It seems the spirit of Verucca Salt is alive and well on this thread.
While there are no shortage of things that I think Tesla could be doing better, I think its a huge mistake to attribute lack of forward progress to incompetence or apathy. At the end of the day, they are a start-up--in 2014 they had ~$3B in revenue, by comparison, BMW, Diamler, GM, Toyota and VW had combined revenues of ~$850B.
The reality of a start-up is you have to be very judicious with spending, especially headcount, otherwise you end like Fisker or Better Place or (it seems) Faraday Future. You have a certain amount of people you can hire based on expected revenues. So, say you can hire 5 people, where do you put them?
- Do you add a market manager to the MarComm team to improve marketing and owner communications?
- Do you hire more delivery specialists to keep up with the 40% growth in vehicle deliveries?
- Do you hire more service center technicians to shorten wait times to get appointments and while you are at it, do you trade a headcount for some additional parts inventory to also shorten repair times?
- Do you add an engineer to the hardware team to work on more efficient battery chemistry?
- Do you hire a software engineer to work on better media player and CarPlay/Android Auto integration?*
- Do you hire a software engineer to increase feature velocity on the mapping software?*
- Do you hire a software engineer to work on AP 2.0?*
*Let's dispel the myth that there is a single "software team", there are many teams working on different technologies and they are not interchangeable--the software engineer you hire to program the drivetrain behavior today is not going to be working on the AP UI tomorrow, so these are all long term bets.
I think we can all agree these are all things Tesla needs to do, but what is the priority? I actually think Elon & Co are doing a good job in managing the bottom line and focusing investments on things that will help the company differentiate in the market--things like AP and battery technology. The reality is a better Nav software is not going to sell more cars whereas smarter AP, longer range and lower prices will, or do folks expect media headlines when Tesla finally adds waypoints to the Nav?
The downside of this focus is that there is plenty of stress in the rest of the company, be it scarce DSes, long repair wait times, sloppy communications, or slow software updates. Its the nature of where the company is in its mission. If it was content to sell high-end sedans and CUVs, it might invest differently but is is not and so it should not.