Replying to @⁨elonmuskszahnbuerste@feddit.org⁩

I mean, fuck Musk, but the same would apply for literally any manufacturer of commercial or industrial equipment.

By this logic ASML would never sell their world-leading computer chip lithography machines. They would just run their own production lines instead.

On the other end of the cost spectrum, no manufacturer would ever sell robot vacuum cleaners or lawn mowers, instead contracting these out as cleaning services.

The truth is companies will sell profitable machines to other companies simply because the entirety of civilization is built on the specialization of labor. This applies to both individuals and groups of individuals. Sure, ASML could raise capital and try to invest in their own chip fabs, but why? If they have the money to invest, they would be better off buying more equipment and hiring more employees to make more of the tools they already sell. This company’s machines are one of the major bottlenecks in global compute production. They can sell machines as fast as they can make them. They know how to make a really good lithography machine. They don’t know how to run a full fab well. Instead they focus on just their one part of the industry.

Specialization of labor built civilization. It’s why we’re not still living in caves. I would never by a Cybercab because I don’t want to give money to nazis. And it’s actually likely that Musk is lying about the profitability of these things. At the same time, however, it is very poor logic to assume that simply because a company is selling a piece of commercial or industrial equipment means that equipment is unprofitable to own.

Replying to an earlier post

it is very poor logic to assume that simply because a company is selling a piece of commercial or industrial equipment means that equipment is unprofitable to own.

The article is not making this generalization, it’s specifically about Tesla’s situation and offer.

Your ASML analogy would work, if 1) ASML already ran their own chip foundries, 2) ASML was offering you the chance to buy a lithography machine that would not work except inside an ASML foundry, 3) ASML promised they would lease “your” lithography machine back from you, on terms they set, at some unspecified future date.

en