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Tesla ending Models S and X production

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Re: Tesla ending Models S and X production

#141

Earlier quoted context omitted.

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.

Nor will any American president. Detroit would collapse overnight (again).

Re: Tesla ending Models S and X production

#142

Earlier quoted context omitted.

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

Also, good luck if you ever need replacement parts.

Absolutely. Tesla's already shown significant disdain/deprioritization for replacement parts in models they're not discontinuing. After all, every part in a service warehouse is not a part going on a new car to pump the quarterly numbers (or be parked in an abandoned shopping mall).

Re: Tesla ending Models S and X production

#143

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.

I can't remember when was the last S/X refresh. It's nuts they just let it go stale and shut the factory down.

Tesla got the job done, which was empower Musk, not manufacture EVs at scale. The stock is the product.

Re: Tesla ending Models S and X production

#146
post #108

Earlier quoted context omitted.

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.co…

Is there anything China isn't far ahead in? Maybe capitalism was a failure.

>Maybe capitalism was a failure.

China is hyper-capitalist. They're living proof that capitalism has won.

Re: Tesla ending Models S and X production

#147
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…

This seems bizarre. Only reason my family bought a Tesla is thanks to the ev tax credit. Without it there are far better options.

Re: Tesla ending Models S and X production

#148

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 only thing keeping Tesla afloat currently is tariffs and restrictions on far cheaper and far better foreign alternatives. That's not a solid foundation. It's certainly not a trillion dollar company.

The dam is breaking. We have Canada lowering tariffs and agreeing to allow the import of Chinese EVs (limited, at least to start with) and the US administration goes off on Canada for doing it because they know what it means: crumbling American influence.

South America, Africa and Asia are likely forever lost to Tesla. And European sales are tumbling.

The supercharger network will maintain some inertia for some time but only for so long.

You can see this in Tesla announcements about attempts to diversify. AI robots? I'll believe it when I see it. Robotaxis? Well you're reliant on FSD for that and you have stiff competition in Waymo and who knows what China is cooking up there.

The GP was correct: it's a meme stock. It's no longer an investment in a business. It's an investment in Elon and, more generally, an investment in the administration. There's no fundamental way to predict how that goes and on what time scale. If you want to gamble, gamble. But gamgling is what it is. And, just like Twitter, I guarantee you the people at the top won't be left holding the bag.

Re: Tesla ending Models S and X production

#149

X sure, but the S? it was the best in the lineup why not kill the cybertruck instead?

The S is simply too expensive. People in the market for $100K+ sedans/coupes are gonna perceive more curb appeal from a Mercedes, Audi, BMW or Porsche.

Tesla crashed the allure of its brand by lowering the price point of the Y and 3. The X and S aren’t different enough to attract $100K+ purchasers.

(It’s one reason why Toyota and other brands use different marks like Lexus for their high end offerings).

Re: Tesla ending Models S and X production

#150
post #69

Earlier quoted context omitted.

imo their competition for autonomous vehicles doesn’t come from car companies, but from tech companies. Amazon has a lucrative incentive to automate its supply chain up to and including last mile delivery. Waymo has proven out the tech and could easily partner with Uber or Lyft for the rider experience and reach. If you’re FedEx, for example, would you rather buy from Amazon or from Tesla? Who is more likely to be a…

I don't think that Uber or Lyft are going to invest in self-driving taxis. The capital model is completely different: Uber and Lyft are by design capital light, they own nothing more than the software (1), and someone needs to buy all of these self-driving machines and then someone needs to maintain them, whereas their current model doesn't do that- they can't offer that to any tech partner. The reason that you don't…

Uber, and to a lesser extent Lyft, has been an extremely prolific investor in the autonomous vehicle space. They're absolutely paying attention to it.

Similarly, Waymo isn't bottlenecked by mapping or rain. I've seen enough of them testing in Seattle and Tokyo, as examples.

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