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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

#171

Post by testing22321 »

phendrenad2 wrote: post #50
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.

IF they work (and that is a massive, massive if), every factory on earth will replace every human with them.

It’s inevitable, the only question is how many years until it happens: 2, 5, 10, 50?

Place your bets!

Re: Tesla ending Models S and X production

#172

Post by WalterBright »

totetsu wrote: post #163
toomuchtodo wrote: post #143

Earlier quoted context omitted.

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

Has it all really been just one giant grift to steal every Americans social security number.

And what would he do with them?

Re: Tesla ending Models S and X production

#173

Post by jojobas »

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…

Tesla's valuation is not related to their production of cars or robots.

Re: Tesla ending Models S and X production

#174

Post by octoberfranklin »

direwolf20 wrote: post #131
hrunt wrote: 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.

Free speech.

Re: Tesla ending Models S and X production

#175

Post by sixQuarks »

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.

The Elon hate is really creating a blind spot for many people here.

You can’t just compare Tesla to a meme stock when the founder’s side gig is launching and landing orbital rockets - a feat that even the most technologically advanced nation states have failed to accomplish.

Come on people, use a little critical thinking skills.

Re: Tesla ending Models S and X production

#176

Post by mattas »

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.

Which phase of the plan talks about repurposing the cheap car factory to make humanoid robots?

Re: Tesla ending Models S and X production

#177

Post by vtail »

Der_Einzige wrote: post #169
vtail wrote: post #162

"HN is dying" is a cliche, I know, but I seriously want to bookmark this thread to revisit it in 10 years - I'm sure it will age even better than (in)famous Dropbox thread. So from that perspective, HN is alive and well :). The level of cynicism of the discussion is overwhelming, frankly. I get it that some people don't like Musk because of his politics, but why should that prevent people interested in technology to…

Dropbox really was shit, the fact that we lampoon the HN anti-Dropbox guy is evidence that this place died long ago. You really could have just done it with rsync and I'm so glad Claude Code exists to kill every other shit SaaS business that doesn't deserve to exist. Dropbox first please.

Hard to tell whether you are serious or sarcastic, but assuming it's the former: my contrarian position on CC vs SaaS is that in the quest to kill shitty businesses people will discover that creating a high-value SaaS is very non-trivial. CC would kill a whole category of low effort SaaS while at the same time substantially raising the quality bar for SaaS that people are willing to pay money for.

Re: Tesla ending Models S and X production

#178

Post by bdangubic »

voisin wrote: post #133
bdangubic wrote: post #84

Earlier quoted context omitted.

> 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

Can you elaborate for those less familiar with the successes vs failures?

- https://x.com/Waymo/status/1924931187274826077

- https://x.com/Waymo/status/1945106097741664630

will leave it to the astute reader to look up “robo”taxi

Re: Tesla ending Models S and X production

#179

Post by sixQuarks »

mosdl wrote: post #70
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…

Their autonomous taxi program is a joke right now, especially compared to Waymo. Way fewer cities/rides, and they haven't even deployed their cybertaxi thing.

[flagged]

Re: Tesla ending Models S and X production

#180

Post by cesarvarela »

mandevil wrote: post #100
tyre wrote: 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 spent billions trying to make self-driving work, until they gave up. Not "by design".
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