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Electric cars, maybe. Tesla is valued much larger than the rest of the auto industry combined though. Humanoid robots? Ain’t nobody made the business case for that. It is pure vibes.
Are you seriously saying there is no business case for humanoid robots?
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Tesla and musk were living off of monstrous subsidies to the tune of 20B or more
Sure. And selling the most popular car on the planet is a failure? Didn't the US government put ~$80b into rescuing GM etc, years ago? Subsidies bootstrapped the EV industry. Stupid policies mean walking away from the investment, ceding the market to foreign competitors, and doubling down on legacy ICE crap the rest of the world no longer wants...and Americans will be less and less able to afford.
That's the Toyota Corolla. I find this inaccurate glazing of musk to be relatively common but it always strikes me as profoundly weird.
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.
Not sure it's going to work out. Without some big jumps in battery tech, EVs are going to be difficult to sell without subsidies.
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.
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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…
Your main point is highly valid. Why does any manufacturer bother to make anything better than a Camry?
Because it makes money, of course.
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…
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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.
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?
Earlier quoted context omitted.
Electric cars, maybe. Tesla is valued much larger than the rest of the auto industry combined though. Humanoid robots? Ain’t nobody made the business case for that. It is pure vibes.
Are you seriously saying there is no business case for humanoid robots?