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Feels a lot like giving up. I guess this is why there is such a strong change in the Tesla messaging, to Robotaxis and robots. But maybe this is inevitable. The cars being made in China are pretty amazing and I don’t think it is possible for American or European companies to compete.
I’m very bullish on humanoid robots, but this seems absolutely batshit insane to me. These things are no where near ready for full scale production.
Feels a lot like giving up. I guess this is why there is such a strong change in the Tesla messaging, to Robotaxis and robots. But maybe this is inevitable. The cars being made in China are pretty amazing and I don’t think it is possible for American or European companies to compete.
- Average Selling Price;
- Cars produced vs cars sold;
- How many unsold cars are in inventory. I did find this [1];
- A model breakdown of the above 2.
The reason I'm interested in this because my theory is that:
1. Sales have been shifting from the Model S/X to the Model 3/Y, which reduces average selling price and overall profit. Stopping production is really about the inventory glut;
2. Unsold inventory is going up, particularly for the Cybertruck; and
3. Tesla marketshare is collapsing in many markets due to a combination of brand collapse among the most likely EV buyers and competition from lower-priced alternatives, particularly Chinese EVs in developing markets.
So what exactly is propping up this company at an above $1T market cap?
[1]: https://electrek.co/2025/06/17/tesla-tsla-inventory-overflow...
> converting Fremont factory lines to make Optimus robots I’m very bullish on humanoid robots, but this seems absolutely batshit insane to me. These things are no where near ready for full scale production.
I am confused about what Tesla is doing. They have effectively two automobile products now with one failed product (cybertruck). reading various articles about this doesn't make it more clear. Do they not want to be a car company?
Not a fanboy, but this seems like it went exactly according to plan.
I am confused about what Tesla is doing. They have effectively two automobile products now with one failed product (cybertruck). reading various articles about this doesn't make it more clear. Do they not want to be a car company?
Elon for years has said Tesla is not a car company. He’s also said the “factory is the product.” Tesla also has energy divisions and investments, as well as xAI investments now.
Logically given that Model S and X are something like less than 5% of deliveries (and have been for years), if they’re right about Optimus, that capacity will generate far greater revenue.