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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

#81

Post by cosmicgadget »

jeltz wrote: post #76
cosmicgadget wrote: post #73

> “If you’re interested in buying a Model S and X, now would be the time to order it.” I can't tell if this is real and he realizes the traditional luxury brands have beaten him or if he's just using the classic rug store sales tactic.

Is that an international thing? There was a rug store next to where I grew up in Stockholm which had a sale because they were closing the shop from at least the early 90s until ca 2020 during covid when they closed the shop for real. There are also a couple more rug stores doing the same thing, one of them still to this day.

Well, at least Sweden and the US. Kind of amazing.

Re: Tesla ending Models S and X production

#82

Post by jeltz »

tensor wrote: post #75
doctorpangloss wrote: post #49

Earlier quoted context omitted.

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 muc…

When Tesla started producing cars, everyone wanted what they proposed. Now, no one wants the cybertruck. No one is really asking for humanoid robots. Their self driving is vastly inferior to waymo when it comes to taxies, I can't see them winning that market. Their batteries and solar panels, like their cars, seem to be more or less abandoned. So, it's pretty easy to see why people are confused and upset. Tesla is di…

The board cannot rein him in because doing so risks having the stock valued as a car company stock and not as a tech company or meme stock. I think they can only fix this after the stock has crashed.

Re: Tesla ending Models S and X production

#83

Post by cosmicgadget »

NoPicklez wrote: post #5

Why is it seen initially so negatively? There's nothing inherently wrong with a company deciding to stop producing models that are extremely old, have newer comparable models that are more widely available globally and sell multiples more of. So why would you keep those older models? If anything its a good thing. But its Tesla so nothing they do will be spoken positively of.

Toyota sells a lot of Camrys and Corollas. It is nice that they also make (made?) Supras and 86s.

Also we can have a conversation without tossing the "everyone hates Tesla!" poison down the well immediately.

Re: Tesla ending Models S and X production

#84

Post by bdangubic »

doctorpangloss wrote: post #49
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 muc…

> they managed to pull off something similar to Waymo despite being so much worse at it, yes?

similar?! what exactly is your definition of similar? tesla and waymo are so far apart that it is difficult to accept any argument that tries to make this comparison. they cannot co-exist in the same sentence unless to explain one’s success against the other’s failures

Re: Tesla ending Models S and X production

#85

Post by addaon »

NoPicklez wrote: post #5

Why is it seen initially so negatively? There's nothing inherently wrong with a company deciding to stop producing models that are extremely old, have newer comparable models that are more widely available globally and sell multiples more of. So why would you keep those older models? If anything its a good thing. But its Tesla so nothing they do will be spoken positively of.

> Why is it seen initially so negatively?

They went from being able to profitably produce a luxury car, to not being able to profitably produce a luxury car, to not being able to produce a luxury car at all. All while becoming uncompetitive in the econobox market, and losing huge chunks of it even before their real competitors arrive in market…

Re: Tesla ending Models S and X production

#86

Post by bdangubic »

eco wrote: post #68

Elon's $1T tranches are mostly based on market cap, right? Switching from just a carmaker to a "physical AI" company could be all he needs to convince the stock market to ignore Tesla's declining profits and raise the market cap even higher.

he’s done it time and time again and I don’t see him failing this time either.

Re: Tesla ending Models S and X production

#87

Post by ebbi »

tapoxi wrote: post #55
ebbi wrote: post #30

Earlier quoted context omitted.

Carmakers discontinue models all the time. The support network is still around, and parts will still be produced for a while.

Yeah but most companies have a few dozen models, Tesla has 4.

Given the product splits, Model S and X served no further purpose besides taking up production capacity. If that unlocked capacity is used for more Model 3/Y builds or other product lines, then that would be a net positive for the company as opposed to continuing on with S/X for the sake of having product range.

Re: Tesla ending Models S and X production

#88

Post by jeltz »

addaon wrote: post #85
NoPicklez wrote: post #5

Why is it seen initially so negatively? There's nothing inherently wrong with a company deciding to stop producing models that are extremely old, have newer comparable models that are more widely available globally and sell multiples more of. So why would you keep those older models? If anything its a good thing. But its Tesla so nothing they do will be spoken positively of.

> Why is it seen initially so negatively? They went from being able to profitably produce a luxury car, to not being able to profitably produce a luxury car, to not being able to produce a luxury car at all. All while becoming uncompetitive in the econobox market, and losing huge chunks of it even before their real competitors arrive in market…

Yeah, in Europe Tesla is not losing to BYD. They are losing to VW and BMV before the Chinese manufacturers have entered the competition for real.

Re: Tesla ending Models S and X production

#89

Post by SilverElfin »

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?

Check out videos of Chinese car company factories. They are far more automated and futuristic than Tesla’s. Most of the new ones have almost no humans in them at all. They have great supply chains and partners for everything that is an input into these factories, and they’re often just up the street from the car factories. The costs are rock bottom and the competition between car companies in China is absolutely bananas.
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