I think ever Elon made some strange moves (the chainsaw image, mass-firing people at DOGE and elsewhere or the right-arm gesture) people question more why they should give money to where he is associated with. Tesla suffered from this, in addition to the design becoming awkward compared to older models.
Tesla ending Models S and X production
221–230 of 1001 posts
Re: Tesla ending Models S and X production
#222"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…
What's with the "outdated" adjective? There's nothing in the US market even remotely close to the X. Every other EV is a slapdash pile of hoobajoobs and knobs that can't even drive itself.
Source: 45000 miles in a bit over two years, loved every minute of it. Makes our other high priced German car a disappointing machine to be avoided if possible.
Re: Tesla ending Models S and X production
#223Tesla 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.
GME is a joke that got out of hand. TSLA is a cult that went too far.
Re: Tesla ending Models S and X production
#224Earlier 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?
No, I’m saying they haven’t made the case. Or at least the case that is being presented and sold to investors is complete BS.
For example, I work in deep tech and pay attention to the manufacturing industry. The idea that humanoid robots will replace, streamline and revolutionize manufacturing is a joke in that community. They’ve already long since replaced the humans with CNC machines, industrial (non-humanoid) robots, and 3d printing.
The humanoid robotics craze is a lot like the crypto craze. Pure vibes and motivated reasoning. Like crypto, there is actual value there, but way out of proportion to the hype.
Re: Tesla ending Models S and X production
#225Tesla 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.
> You cannot bet against them
I am not sure. I think buyers or potential buyers shifted their assessment of Tesla in the last, say, 1-2 years a lot.
Re: Tesla ending Models S and X production
#226I 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…
The problem with being a car company is that they'd have to compete with China.
As if China cannot produce kick ass robots ? What special sauce does Musk have here that a country with a massive pool of highly trained and educated engineers and decades of manufacturing expertise don't have?
Re: Tesla ending Models S and X production
#227Makes sense and it sounds like Optimus is getting ready for prime time. Are they betting Robotaxi will replace all cars in the future?
How does it "make sense" to you, really? Can you provide more rationale ?
Re: Tesla ending Models S and X production
#228Earlier quoted context omitted.
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…
You lost me, how does making previous owners whole help tesla sell new ones?
If your existing owners have made a "profit", or at least lost less to deprecation than normal, they're probably more willing to buy a new car from you (trading or selling their existing one) even if that new car is more expensive and they're actually paying just as much to upgrade as they would be anyway.
Re: Tesla ending Models S and X production
#229The 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.
S and X were a small fraction of Fremont already. The plant can do >500k units per year, but S/X were closer to 20k.
It sounds like this would be giving ~5% of the factory space to Optimus production, which seems reasonable.
Re: Tesla ending Models S and X production
#230> “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.
classic "closing-store" sale, I wouldn't be surprised if the closing phase never ended.