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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

#321

Post by uejfiweun »

bayindirh wrote: post #316

The elephant Tesla mocked has run, and stomped over them. Now there comes the pivot. While "The old auto establishment" is not a benevolent structure, they proved that experience is something earned with time and doing things. Corporate knowledge and memory is real, and you can't beat it with brute force. They started the change, but they failed to keep up with the pace. Also hubris, greed and monies.

I don't really get this take... not when Tesla is by a wide mile the world's most valuable automaker. How does Tesla ending production of the S and X equate to the old auto establishment "stomping over them"?

Re: Tesla ending Models S and X production

#322

Post by misiek08 »

toomuchtodo wrote: post #143
sampton wrote: post #140

Earlier quoted context omitted.

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.

Maybe I’m just naive enough, because I love cars and progress, but I think you agree that he really showed our whole small world that EV can exist and work. Everyone laughed, no one believed it will work and here he still is rich and we have Teslas everywhere. Driving, not killing more people than other brands.

Re: Tesla ending Models S and X production

#323

Post by trhway »

riffraff wrote: post #304
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.

Do you expect the demand for Tesla's robotaxis to be high? I don't see it.

demand for any robotaxis will be high. Just look at the number of Uber drivers whom the robotaxis will replace. Plus leased robotaxis or personal/reserved ones - whatever shape it'd take replacing at least some percentage of personal cars.

There is only a "small" issue - to make those robotaxis, i.e. the self-driving system for them. Almost 20 years in, Google/Waymo is way ahead of everybody and is still not there yet (i believe we will get there anyday now - which maybe next year or in 10 years - especially giving all the avalanche of investment in AI. Though i'd have expected that 4+ years in we'd see a lot of autonomous platforms/weapons in Ukraine, yet it hasn't happen too yet)

Re: Tesla ending Models S and X production

#324

Post by tombert »

disillusioned wrote: post #313
jcgrillo wrote: post #284

Earlier quoted context omitted.

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…

The Mars obsession absolutely blows me away. Like, he's obviously read KSR's Red Mars. He's obviously aware of the conditions out there. Mars is a fuckin' bummer . It is absolutely hostile to human life. Sure, we'll land people there, and maybe set up some sort of station if we really want to throw a few trillion dollars away from actual problems here on earth... but it's not going to be pleasant. Not anytime, ever.…

I think there's value in space exploration even for its own sake, but I think it's utterly idiotic to think that we're going to realistically be able to terraform Mars in the next century if ever.

Even if I do think it's worth exploring space, including Mars, I think it's silly to assume that it's going to be a way to guarantee the permanence of humanity.

Re: Tesla ending Models S and X production

#325

Post by wasfgwp »

tw04 wrote: post #317
jopsen wrote: post #306

Earlier quoted context omitted.

> The stock is the product. Musk reeks of scam. But for a stock pump and dumb scheme there sure are a lot of teslas on the road.

Tesla sold 1.7M cars in 2024. Toyota sold 11.1M cars in 2024. Tesla’s current market cap is $1.43T. Toyota’s current market cap is $354B. There really aren’t that many teslas on the road, and their sales are declining.

This kind of maybe made sense for a while their revenue was growing at a very fast pace but now that its stagnant/falling they are no different to any other car company.

Re: Tesla ending Models S and X production

#326

Post by tonyhart7 »

tw04 wrote: post #317
jopsen wrote: post #306

Earlier quoted context omitted.

> The stock is the product. Musk reeks of scam. But for a stock pump and dumb scheme there sure are a lot of teslas on the road.

Tesla sold 1.7M cars in 2024. Toyota sold 11.1M cars in 2024. Tesla’s current market cap is $1.43T. Toyota’s current market cap is $354B. There really aren’t that many teslas on the road, and their sales are declining.

Tesla stock isn't valued as a car company

Re: Tesla ending Models S and X production

#327

Post by tw04 »

tonyhart7 wrote: post #297
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…

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

Basically yes. The robots take care of the rich, and poor people with their need to have a cut of the resources just go away.

They do believe in a post capitalism utopia, they just think only about a thousand people need to enjoy it.

Re: Tesla ending Models S and X production

#328

Post by [deleted] »

linkregister wrote: post #279
sixQuarks wrote: post #175

Earlier quoted context omitted.

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.

Multiple things can be true: 1. SpaceX was an exceptionally well-executed good idea, and continues to be a leader in innovation. 2. Tesla brought EVs to the mass consumer market and proved the profitability of EVs. 3. Elon Musk was essential to the success of SpaceX and Tesla. 4. Tesla now has fierce competition in the category it defined: EVs. 5. Tesla has undergone revenue and profit reduction. 6. While it experien…

[deleted]

Re: Tesla ending Models S and X production

#329

Post by wasfgwp »

loeg wrote: post #315
Retric wrote: post #245

Earlier quoted context omitted.

Musk would love to be selling several billion dollars per year of model S/X sales, the issue is they aren’t that competitive with other cars in the luxury segment thus the falling sales numbers. Tesla’s doesn’t really have a complex strategy at this point, they are getting squeezed out of the high end by legacy automakers where their lower cost batteries don’t matter as much. They are absolutely fucked on the low end…

What's their competition on the high end? Porsche, Cadillac? Do Rivian or Genesis count?

Audi and Mercedes? (Well in Europe where the highend Teslas barely had any sales anywya, at least). Porsche is probably a tier or so above

Re: Tesla ending Models S and X production

#330

Post by nunez »

MBCook wrote: post #123
nunez wrote: post #115

Earlier quoted context omitted.

Ford got a lot of heat for shifting all of their NA production to Mustangs and F-series trucks too a few years ago.

Ford didn’t say it was so they could make a robot butler instead.

No, but they are retooling their MachE factory to make batteries, which felt just as much of a wtf as this BS
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