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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

#101

Post by NoPicklez »

cosmicgadget wrote: post #83
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.

The difference there is that Supra's and 86's are performance cars, whereas Camry's and Corollas arent. You can't compare a Hatchback to an 86.

The Model S is comparable performance to the Model 3 performance.

My point is that the latest models 3 & Y are more affordable alternatives to the S & X and more widely available globally.

Re: Tesla ending Models S and X production

#102

Post by NoPicklez »

tensor wrote: post #57
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.

I'm not surprised at the X, but the S has always been the flagship model with all the best features and the top performance. The 3 is a fine mid-sized car but it's very strange to get rid of your flagship model. Those always cater to a small audience anyways.

I guess from my perspective you can't buy the S or the X in Australia, all I see everywhere are the 3 and the Y. So for me its not flagship but I do know that the S was the original popular Tesla and has all of the bells and whistles.

Re: Tesla ending Models S and X production

#103

Post by NoPicklez »

browningstreet wrote: post #52
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.

As a car company the expectation is that they develop new car models for consumers. They don’t seem to be doing that either.

They developed the Model 3 and Y, which is partly why they're stopping the S and X?

They completely refreshed the Model Y last year and made a number of updates to the Model 3 including different body word.

Re: Tesla ending Models S and X production

#104

Post by chihuahua »

Tadpole9181 wrote: post #91
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.

"Buy the software-dependent product we're not going to support going forward!"

Also, good luck if you ever need replacement parts.

Re: Tesla ending Models S and X production

#105

Post by cosmicgadget »

NoPicklez wrote: post #101
cosmicgadget wrote: post #83

Earlier quoted context omitted.

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.

The difference there is that Supra's and 86's are performance cars, whereas Camry's and Corollas arent. You can't compare a Hatchback to an 86. The Model S is comparable performance to the Model 3 performance. My point is that the latest models 3 & Y are more affordable alternatives to the S & X and more widely available globally.

Okay that's my ignorance of Tesla models then, I assumed the more expensive models were also faster.

I guess then it's more like Toyota EOLing Lexus or GM getting rid of Cadillac.

I understand the point that the cheaper models are higher volume. Historically that had not precluded the creation of sports and luxury models for most manufacturers. Are the legacy brands wrong to do this? Currently I doubt their business acumen far less than Elon's.

Re: Tesla ending Models S and X production

#106

Post by cosmicgadget »

chihuahua wrote: post #99
cosmicgadget wrote: post #79

Earlier quoted context omitted.

Do they have enough people to remotely operate that many Optimuses?

They can probably hire enough random dudes in India, especially if AI reduces the need for call center employees. It will be slightly creepy when the Optimus walks into the bedroom and stares while its owner is ... in the middle of something, but that's a small price to pay. Plus the Tesla employees in the U.S. will also be able to share the video, so it's a win-win.

Is this a Black Mirror episode yet?

Re: Tesla ending Models S and X production

#107

Post by nunez »

This is sad in that I was serious about finally getting one in two to three years (We have two Model 3 LRs already), but is fantastic in that no other car interests me and I now don't have this hyper materialistic goal distracting me.

If Tesla completely exits automotive and decides to license their FSD tech (or someone else catches up), then I'll probably just get whatever the equivalent of a Bolt is then with that and premium sound.

And they just might, too. Recall that the EV tax credit went away this year along with regulatory credits to other auto OEMs, which was a huge part of their business. This combined with the Cybertruck (unsurprisingly!) missing sales targets is problematic.

Re: Tesla ending Models S and X production

#108

Post by hrunt »

vannevar wrote: post #35
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?

The problem with being a car company is that they'd have to compete with China. It's possible, but they'd have to make additional capital investments to keep up. They've just wasted a ton of money on a failed Musk vanity project (Cybertruck) and squandered a ton of goodwill in their home market via the DOGE fiasco. Cash flow is not what it once was, and if they're going to make a big capital investment, they're proba…

If the problem with being a car company is that they'd have to compete with China, then I have some bad news about being a robot company. China is already farther ahead in both technology and volume of humanoid robots.[0][1][2][3]

[0] https://www.cnbc.com/2026/01/28/cnbc-china-connection-newsle...

[1]https://www.unitree.com/g1

[2] https://interestingengineering.com/ai-robotics/limx-humanoid...

[3] https://www.bgr.com/2083491/china-agibot-humanoid-robot-us-c...

Re: Tesla ending Models S and X production

#110

Post by bdangubic »

aunty_helen wrote: post #96
bdangubic wrote: post #86

Earlier quoted context omitted.

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

The market for humanoid robots hasn’t been established like the market for $40,000 personal transport. Saying that, I wouldn’t be too surprised if robotaxi replaces 90% of taxis and Ubers in the next 5-7 years. But yea, stepping from sinking raft to the next…

> Saying that, I wouldn’t be too surprised if robotaxi replaces 90% of taxis and Ubers in the next 5-7 years.

How about we start with 0.00076% first before we start throwing insane numbers like 90% (chance of which happening are in-line with me marrying Beyonce)

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