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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

#291

Post by autarch »

arw0n wrote: post #274
tombert wrote: post #251

Earlier quoted context omitted.

My dad found it extremely amusing that Elon said "we just have to solve the 'AI problem' and we'll have robots doing shopping for us", or something like that. I can't remember the exact verbiage, but that was the gist. The word "just" is doing a lot of work there. Going by that logic: We "just" need to figure out cold fusion to have effectively infinite energy. We "just" need to develop warp drives to travel across t…

It is like me at the climbing gym: "This problem is too hard for me, let's work on a harder one instead, then I at least look cool while failing." "Since we failed on self-driving since 2016, robotaxis since 2020 (1 million on the road), and ASI since 2023, we might as well start on failing on robots now".

Nice. I think my new climbing routine will be to just look at the 5.13 and mime moves from the ground for an hour, then go home.

Re: Tesla ending Models S and X production

#292

Post by tombert »

mraniki wrote: post #283
tombert wrote: post #251

Earlier quoted context omitted.

My dad found it extremely amusing that Elon said "we just have to solve the 'AI problem' and we'll have robots doing shopping for us", or something like that. I can't remember the exact verbiage, but that was the gist. The word "just" is doing a lot of work there. Going by that logic: We "just" need to figure out cold fusion to have effectively infinite energy. We "just" need to develop warp drives to travel across t…

Interview in Davos. The “right” has the same touch than the “just” here: > MUSK: Yeah. But I think self-driving cars is essentially a solved problem at this point, right? And Tesla’s rolled out a sort of robo-taxi service in a few cities, and will be very, very widespread by the end of this year within the U.S. And then we hope to get supervised full self-driving approval in Europe, hopefully next month. Source: http…

It's amazing how much hand-waving rich people are allowed to get away with. If I tried that people would (correctly) call bullshit.

Re: Tesla ending Models S and X production

#293

Post by manuelmoreale »

wavefunction wrote: post #212
rossjudson wrote: post #190

Earlier quoted context omitted.

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.

>the most popular car on the planet That's the Toyota Corolla. I find this inaccurate glazing of musk to be relatively common but it always strikes me as profoundly weird.

To be charitable, according to at least some reports, the Model Y was the best selling car of 2024.

I was googling the data for 2025 and it seems that it’s number 2 now (behind the RAV4 to my surprise) with the Corolla at 3.

No idea how accurate these are, finding global numbers was harder than I thought.

Re: Tesla ending Models S and X production

#294

Post by ruszki »

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.

Making good cars. They can make cheap ones, maybe acceptable ones, but not good ones. They are not there yet. Of course, the general populace doesn’t really care, and the vast majority of the market is not driven by this, but still.

Re: Tesla ending Models S and X production

#295

Post by abstractbg »

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…

Okay, I'll bite. For the record, I own Tesla stock and I am generally bullish about AI.

I'll try to provide some counter-points specifically regarding the rate of progress.

3. It's much easier to catch up in capability (ex. LLMs) than it is to achieve a new capability (ex. replace humans laborers with humanoid robots). You can hire someone from a competitor, secrets eventually leak out, the search space is narrowed etc.

4(c). To me, what's most important is whether or not truly autonomous humanoid robots happens in 3 years, 5 years, 10 years, etc. rather than in our lifetime.

These timelines will be tied to AI development timelines which largely outside the control of any one player like Tesla. I believe the world is bottlenecked on compute and that the current compute is not sufficient for physical AI.

It's extremely easy to be too early (ex. many of the self driving car companies of the past decade), and so for Tesla, there is a risk of over-investing in manufacturing robots before the core technology is ready.

Re: Tesla ending Models S and X production

#296

Post by system2 »

kccoder wrote: post #246
testing22321 wrote: post #196

Earlier quoted context omitted.

On the earnings call Elon said “we’re hoping to debut [next gen roadster] in April, hopefully. It’s gonna be something out of this world.” (I’m just the messenger, don’t shoot me)

He didn't specify the year.

On an earnings call, everyone expects it to be this year. Unless specified, it should be this year.

Re: Tesla ending Models S and X production

#297

Post by tonyhart7 »

tombert wrote: post #251
tempestn wrote: post #54

Earlier quoted context omitted.

Agreed, let alone 1M units a year!

My dad found it extremely amusing that Elon said "we just have to solve the 'AI problem' and we'll have robots doing shopping for us", or something like that. I can't remember the exact verbiage, but that was the gist. The word "just" is doing a lot of work there. Going by that logic: We "just" need to figure out cold fusion to have effectively infinite energy. We "just" need to develop warp drives to travel across t…

I am also certain given time this problem is achievable but the problem is what we expect after that ????? mass unemployment or we just convert all human into robot repairer ???? what the end goal there

Re: Tesla ending Models S and X production

#298

Post by tonyhart7 »

jcgrillo wrote: post #284
tombert wrote: post #251

Earlier quoted context omitted.

My dad found it extremely amusing that Elon said "we just have to solve the 'AI problem' and we'll have robots doing shopping for us", or something like that. I can't remember the exact verbiage, but that was the gist. The word "just" is doing a lot of work there. Going by that logic: We "just" need to figure out cold fusion to have effectively infinite energy. We "just" need to develop warp drives to travel across t…

We "just" need to figure out the terraforming problem then we can all move to Mars and be interplanetary explorers. Imagine how cool it would be to have corporate leaders who had vision--environmentally friendly automobiles, cheap space travel, etc.--without the clammy snake oil grifter bullshit. Reality is cool AF . The things that are actually achievable are amazing. We don't need to spout nonsense to do great thin…

we need AGI and robot so people can leave chore in house to a robot

Re: Tesla ending Models S and X production

#299

Post by aetherspawn »

If they want to sell a buttload more cars just make FSD free on all Tesla’s, done.

The possibility of FSD is probably the only reason I paid $10K more for a M3 over a BYD Seal. But free FSD? Who can compete with that. Nobody.

Also, turning FSD into a subscription is total enshittification and I hate it. It would also go a long way to coax back peeved off buyers and convince them not to make their 2nd EV a different brand.

My current sentiment towards Tesla for making FSD subscription-only AFTER I bought my car? Screw you. Go to hell. It’s MY $80k asset. I feel betrayed.

Re: Tesla ending Models S and X production

#300

Post by akmarinov »

NoPicklez wrote: post #4
Cornbilly wrote: post #3

[flagged]

They've just refreshed their Model 3 and Model Y within the last year or so. With the model Y looking considerably different so I'm not sure where you got that from

And yet absolutely no under the hood stats have changed in 8 years - battery capacity, charging rate, charging curve, performance
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