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Tesla ending Models S and X production

cnbc.com

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Re: Tesla ending Models S and X production

#41

Post by malfist »

mrcwinn wrote: post #23
ocdtrekkie wrote: post #17

Earlier quoted context omitted.

Elon Musk says something absolutely insane on the weekly. Almost none of it actually happens.

That’s just nonsense, of course. Almost everything he says happens. It rarely happens on time.

Almost everything he says happens? Thats pretty far from the truth. Isn't Tesla still embroiled in a legal tussle over "full self drive"? What about the $30k model 3? What about the $200/kg to space?

He has very little connection to the truth. He's a hypeman and a conman

Re: Tesla ending Models S and X production

#42

Post by willio58 »

dzonga wrote: post #32

Tesla has no moat - but one thing I will give to Elon is his incredible strategy in building Tesla 1. Build sports car 2. Use that money to build an affordable car 3. Use that money to build an even more affordable car 4. While doing above, also provide zero emission electric power generation options he got distracted by side-missions, his personal shitty side however if you separate the ideas from the person you can…

The thing is it’s hard to stop at 4.

5. Peace out from Tesla for a while to pivot hard into far-right politics, using outsized power and influence to wage culture wars, alienate core customers, and inject volatility into a brand that was built on trust, optimism, and engineering credibility.

6. Unveil Optimus as the next grand pillar of the vision, not as a shipping product but as a perpetual demo, a future-shaped distraction that soaks up attention while core execution, margins, and credibility quietly erode.

Re: Tesla ending Models S and X production

#45

Post by willio58 »

malfist wrote: post #36
tcdent wrote: post #19

Nobody here seems to remember that this was always the plan: release expensive cars to bootstrap the company which allows them to release progressively cheaper cars until everyone can afford one. Not a fanboy, but this seems like it went exactly according to plan.

Where exactly are those cheaper cars? Still waiting for a 30k model 3 like promised.

Elon got distracted and decided we want humanoid robots.

Re: Tesla ending Models S and X production

#46

Post by Ancalagon »

observationist wrote: post #34
Ancalagon wrote: post #31

Earlier quoted context omitted.

literally what are the gigafactories for then?

Batteries - lots of uses beyond EVs, but lots of EVs are making use of the batteries they can produce, as well.

you could make the same argument about batteries. Panasonic and other exist.

Re: Tesla ending Models S and X production

#47

Post by avar »

malfist wrote: post #36
tcdent wrote: post #19

Nobody here seems to remember that this was always the plan: release expensive cars to bootstrap the company which allows them to release progressively cheaper cars until everyone can afford one. Not a fanboy, but this seems like it went exactly according to plan.

Where exactly are those cheaper cars? Still waiting for a 30k model 3 like promised.

You already have it. Musk's earliest promise of a $30k price point appears to be an interview in September 2009: https://www.wbur.org/onpoint/2009/09/25/teslas-elon-musk-on-...

Adjusted for inflation, $30k then is around $45k now. Tesla sells a Model 3 for just over $35k.

It doesn't make any sense to hold someone to a promise like that and not adjust it for inflation. I think you can legitimately complain that he didn't meet the timeline he was aiming for.

Re: Tesla ending Models S and X production

#48

Post by cmxch »

malfist wrote: post #36
tcdent wrote: post #19

Nobody here seems to remember that this was always the plan: release expensive cars to bootstrap the company which allows them to release progressively cheaper cars until everyone can afford one. Not a fanboy, but this seems like it went exactly according to plan.

Where exactly are those cheaper cars? Still waiting for a 30k model 3 like promised.

Buy it used?

Re: Tesla ending Models S and X production

#49

Post by doctorpangloss »

harshaw wrote: post #15

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?

it's very difficult to have a conversation about this, because it would appear that sincere answers to your question will get downvoted. one POV is that, if you accept the bear case from Internet commenters that these guys are incompetent or stupid - blah blah blah, Cybetruck - the existence of their autonomous taxi product is extremely bullish. they managed to pull off something similar to Waymo despite being so much worse at it, yes? I'm not sure they will even need a diverse product line of premium cars, if they can sell an autonomous 3 for the price of a small house. on the flip side, the bear case there is, if they could figure it out, so will a lot of other car companies. and yet, Cruise ceased operations, and Tesla will seemingly pay a manageable amount of blood money for Autopilot and move on.

nobody really can predict the future, so unsurprisingly, "reading various articles about this doesn't make it more clear." but people on the Internet keep getting worked up about it. to me, people do not comprehend the meaning of "high risk, high reward."

Re: Tesla ending Models S and X production

#50

Post by phendrenad2 »

vannevar wrote: post #29

The next shoe to drop will be shifting Model Y production from Fremont to Austin. Fremont will make Model 3s. Austin will make Model Ys and Robotaxis/2s. Cybertruck will be canceled. None of the Tesla plants will be making robots at any scale for many years.

Yeah I don't buy this announcement. Converting their huge Fremont facility to just making humanoid robots? Do they have some large buyer or something? I'm skeptical.
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