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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

#381

Post by TOMDM »

Animats wrote: post #242
laughing_man wrote: post #215

Earlier quoted context omitted.

I suspect it's going dormant for a couple years and then he'll say "Hey, this robot thing isn't working out, so we're closing the facility." He doesn't have any desire to stay in California.

A reasonable guess. As far as I can tell, the number of humanoid robots doing anything productive is zero. It's all demos. This is far harder than self-driving. As a guy from Waymo once said in a talk, "the output is only two numbers" (speed and steering angle). Also, there are at least 18 humanoid robots good enough to have a Youtube video. Tesla is not the leader. Remember the "cobot" boom of about five years ago?…

> Also, there are at least 18 humanoid robots good enough to have a Youtube video.

Agreed, thing is the robot hardware isn't the hard part anymore, the top ten robots are all sufficient to be transformative if they had good enough AI.

My bet is on Google/Gemini being the first to market from what I've seen so far.

Boston dynamics is a leader in getting robots to do useful niche work in well bounded environments, but that's yesterday's news.

Re: Tesla ending Models S and X production

#382

Post by apparent »

protastus wrote: post #367
apparent wrote: post #359

Interesting that they're cutting S/X but keeping the Cybertruck. Whatever metric they're using (revenue, profit, units, etc.) that led them to cut the S/X would surely have similar numbers for the Cybertruck, if not worse.

The metric for the Cybertruck is the impact to Elon's ego. Nothing about this project is rational.

The only rational reason I could come up with is that the pool of potential Cybertruck buyers is not as saturated as for S/X, which have been around for quite a while.

Re: Tesla ending Models S and X production

#383

Post by protastus »

NoPicklez wrote: post #5

Why is it seen initially so negatively? There's nothing inherently wrong with a company deciding to stop producing models that are extremely old, have newer comparable models that are more widely available globally and sell multiples more of. So why would you keep those older models? If anything its a good thing. But its Tesla so nothing they do will be spoken positively of.

Because it looks like Elon recognized Tesla's inability to compete against BYD and gave up making cars. This is negative.

Since he couldn't leave it at that, he announced a pivot to a product that doesn't exist. This is also negative.

Re: Tesla ending Models S and X production

#384

Post by piva00 »

haspok wrote: post #360
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.

It's actually bizarre how seemingly nothing impacts $TSLA: profits down 46%, revenue down 3%, cutting successful product lines that used to sell quite a bit, a massively failed product in the Cybertruck, FSD promises still unfulfilled, and on top of all that US$ 2 billion siphoned away to another unrelated company.

With all of that, the stock closed upwards on the after market hours. Perhaps only Musk's death could cause it to tank, would have never expected to see a cult of personality being run on the top of S&P 500 market caps, what a strange world...

Re: Tesla ending Models S and X production

#385

Post by heisenbit »

laughing_man wrote: post #215
phendrenad2 wrote: post #50

Earlier quoted context omitted.

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.

I suspect it's going dormant for a couple years and then he'll say "Hey, this robot thing isn't working out, so we're closing the facility." He doesn't have any desire to stay in California.

The story needs only to hold up until car production has shut down.

Re: Tesla ending Models S and X production

#386

Post by misiek08 »

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.…

That’s the point. Don’t listen, keep trying and you can achieve anything. Rich people are either bored or stupid so you will get money eventually.

Re: Tesla ending Models S and X production

#387

Post by ted_dunning »

Retric wrote: post #245
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 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…

You may have to play the hand you have, but Musk was the dealer and he is still losing.

Re: Tesla ending Models S and X production

#388

Post by FL33TW00D »

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.

How can you say camera only navigation won’t work with such finality when humans manage just fine every day! You literally have an existence proof of it working.

Re: Tesla ending Models S and X production

#389

Post by overfeed »

hrunt wrote: post #108
vannevar wrote: post #35

Earlier quoted context omitted.

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…

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…

If you think of Musk companies as vehicles to extract money from state and federal governments, then everything falls into focus. Carbon credits, government launches and the Quixotic quest for Mars, and soon Tesla robots sold to the DoD and DHS. I'm only half-joking.

Re: Tesla ending Models S and X production

#390

Post by kleton »

FL33TW00D wrote: post #388
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.

How can you say camera only navigation won’t work with such finality when humans manage just fine every day! You literally have an existence proof of it working.

It would be possible to build an ornithopter, evidenced by the existence of avians, but it turned out the easiest ways to make flying machines were otherwise.
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