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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

#351

Post by cschmatzler »

rswail wrote: post #334

So he milked Tesla for another $2B to subsidize xAI, has dropped the models to 2 (3 and Y), revenue is down, growth is negative, BYD is eating Tesla for lunch, followed by the other CN and KR vehicle companies. He doesn't have FSD, camera only navigation without sensor fusion with LIDAR will fail, the only thing keeping Tesla where it is is the bullshit dispersal field that surrounds Musk.

I agree that this decision is insane and the whole Optimus/xAI bullshit is tiring, especially with the shareholders actually voting against the xAI investment, but you should try today's FSD. It's genuinely good and shouldn't be discarded wholesale because the guy sucks.

Re: Tesla ending Models S and X production

#352

Post by longitudinal93 »

misiek08 wrote: post #322
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.

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.

Except that the Model Y accounts for more fatalities than any other car out there.

Re: Tesla ending Models S and X production

#353

Post by bob1029 »

I think Tesla would make way more sense if they got out of the car part of the business. Serving the consumer market directly is very expensive.

Their electronics, batteries, motors, etc., are world class. Packaging this up into something a partner can use to build actual cars could have less risk. An electric motor or battery can propel many kinds of automobile. They tend to keep their value better when stored in this format too. The moment everything is integrated into a car, things get very bad very quickly unless you're selling Ferraris or Lamborghinis.

Re: Tesla ending Models S and X production

#354

Post by nehal3m »

seattle_spring wrote: post #273
laughing_man wrote: post #213

Earlier quoted context omitted.

Musk's goal all along was to get away from boutique production. He wants to sell millions of cheaper cars, not thousands of cars for wealthy people. 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.

> Musk's goal all along was to get away from boutique production. He wants to sell millions of cheaper cars, not thousands of cars for wealthy people. So the literal opposite of the Cybertruck, which was released less than a year ago.

According to the Wikipedia article the first one rolled off the line in November 2023. That’s a good two years.

Re: Tesla ending Models S and X production

#355

Post by lnsru »

rswail wrote: post #334

So he milked Tesla for another $2B to subsidize xAI, has dropped the models to 2 (3 and Y), revenue is down, growth is negative, BYD is eating Tesla for lunch, followed by the other CN and KR vehicle companies. He doesn't have FSD, camera only navigation without sensor fusion with LIDAR will fail, the only thing keeping Tesla where it is is the bullshit dispersal field that surrounds Musk.

The gamble with Cybertruck failed. It’s common sense, that such a vehicle will fail. The successful cars are made for masses and not for niche buyers. Common sense product could be something smaller than Model 3 for Europe and this car would eat Chinese for lunch. Expensive experiment failed, it’s time for consequences. Does Tesla have resources for another car experiment? Will it stay a car company?.. Or it will be now a manufacturer of robot soldiers?..

Re: Tesla ending Models S and X production

#356

Post by ikekkdcjkfke »

kccoder wrote: post #244
wavefunction wrote: post #212

Earlier quoted context omitted.

>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.

Also, if you compare the entire model line up sales, Tesla isn't even in the top ten in sales. Tesla could disappear entirely and the car industry wouldn't even notice.

But the metric is good since it incentivizes car companies to make 1 good model instead of many different with the intent to confuse buyers

Re: Tesla ending Models S and X production

#357

Post by darksaints »

rswail wrote: post #334

So he milked Tesla for another $2B to subsidize xAI, has dropped the models to 2 (3 and Y), revenue is down, growth is negative, BYD is eating Tesla for lunch, followed by the other CN and KR vehicle companies. He doesn't have FSD, camera only navigation without sensor fusion with LIDAR will fail, the only thing keeping Tesla where it is is the bullshit dispersal field that surrounds Musk.

Forgot that the cybertruck was a sales flop and quality joke, and that the Tesla Semi is now the elephant in the room.

Re: Tesla ending Models S and X production

#358

Post by codebolt »

longitudinal93 wrote: post #352
misiek08 wrote: post #322

Earlier quoted context omitted.

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.

Except that the Model Y accounts for more fatalities than any other car out there.

Going to need a citation on this one.

Re: Tesla ending Models S and X production

#360

Post by haspok »

rswail wrote: post #334

So he milked Tesla for another $2B to subsidize xAI, has dropped the models to 2 (3 and Y), revenue is down, growth is negative, BYD is eating Tesla for lunch, followed by the other CN and KR vehicle companies. He doesn't have FSD, camera only navigation without sensor fusion with LIDAR will fail, the only thing keeping Tesla where it is is the bullshit dispersal field that surrounds Musk.

That's all good, don't worry, the stock is doing quite well, near its record high. A man jumping around in spandex is all they need.
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