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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

#121

Post by MBCook »

mrcwinn wrote: post #20
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?

You should probably keep reading. 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.

> if they’re right about Optimus, that capacity will generate far greater revenue.

How many Cyber Trucks were they supposed to sell?

Yeah. And that was a car. A thing that is at least a category people buy.

Re: Tesla ending Models S and X production

#122

Post by MBCook »

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…

But they’re making a robot! It will totally save the company!

On top of all the problems you have identified, as well as more, they’re clearly now just aiming for fantasy land.

Re: Tesla ending Models S and X production

#123

Post by MBCook »

nunez wrote: post #115
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.

Ford got a lot of heat for shifting all of their NA production to Mustangs and F-series trucks too a few years ago.

Ford didn’t say it was so they could make a robot butler instead.

Re: Tesla ending Models S and X production

#124

Post by seanmcdirmid »

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 X and S were always very low volume niche products unlike the much more mainstream Y and 3. I wouldn’t read much into it.

Re: Tesla ending Models S and X production

#125

Post by moogly »

epicwynn wrote: post #120
phs318u wrote: post #116

Earlier quoted context omitted.

[flagged]

We can kill robots without remorse, and they're likely going to be worse than a human agent at most things for a few years. Not a bad timeline for them to waste their time on.

What if they're private property though? Historically, the state has always valued private property over human lives, so the response could be even more brutal.

Re: Tesla ending Models S and X production

#126

Post by jerlam »

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.

Yes, flagship models aren't intended to be good sellers. They often are where new features are tested out on customers willing to overpay to be early adopters. Tesla did test out the new steering yoke and removing the control stalks in the S: both features were met with tepid reception and partially rolled back. This is also bad for the 3 and Y, since there will be low confidence in any changes before they are released.

Re: Tesla ending Models S and X production

#127

Post by gcr »

al_borland wrote: post #93
bhouston wrote: post #43

Tesla is a meme stock in a similar manner to GME. You cannot bet against them even if they have incredibly unsure future prospectives because there are too many believers who will buy any dips.

That might be a little extreme. Tesla is making electric cars and robots. These are very much things of the future. GameStop is buying and selling used games, which is becoming impossible as consoles keep pushing for digital games. GameStop requires a major shift in their business model to stay relevant, while Tesla just needs to hope the public doesn’t reject the idea of electrics cars out of stubbornness or politic…

The current administration is “rejecting the idea of electric cars out of stubbornness or politics.” See: Trump moving to withhold funding for EV chargers, terminating EV mandates and government support, etc. I don’t know what Musk is thinking by supporting this administration so steadfastly as they work hard to undermine his own efforts and initiatives.

Re: Tesla ending Models S and X production

#128

Post by seanmcdirmid »

SilverElfin wrote: post #94
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.

Having a halo product can be inspiring. A lot of BMW buyers may get a boring old 3 series but they like that the low volume M cars exist, for example.

Just buy an i4, even the eDrive is pretty zippy 0-60 in 5.4 seconds (the M50 can do it in 3.1 seconds). I’m not sure what the M car EV will look like beyond a motor for every wheel, but I can’t really see a point to it.

Re: Tesla ending Models S and X production

#129

Post by gcr »

nishanseal wrote: post #117
SR2Z wrote: post #77

Earlier quoted context omitted.

It doesn't help that Musk supported a guy who turned around and gutted the incentives that were helping Tesla turn a profit.

It seems counterintuitive, but this helped Tesla which is why Musk championed it. Basically when that tax credit came out, a bunch of Tesla owners had their cars underwater - loans were more than new cars were selling for and depreciation thru the roof. Plus the tax credit helped their competitors. Now that the credit is gone, Tesla owners are closer to being in the black on their cars and it also caused Ford and GM…

won’t killing the EV market hurt Tesla in the long run?

markets are healthiest when there are many healthy competitors

Re: Tesla ending Models S and X production

#130

Post by direwolf20 »

al_borland wrote: post #93
bhouston wrote: post #43

Tesla is a meme stock in a similar manner to GME. You cannot bet against them even if they have incredibly unsure future prospectives because there are too many believers who will buy any dips.

That might be a little extreme. Tesla is making electric cars and robots. These are very much things of the future. GameStop is buying and selling used games, which is becoming impossible as consoles keep pushing for digital games. GameStop requires a major shift in their business model to stay relevant, while Tesla just needs to hope the public doesn’t reject the idea of electrics cars out of stubbornness or politic…

BYD makes electric cars. Not sure if Trump will let you import them.
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