I can imagine Musk selling these very models with AI slapped onto them and call it revolutionary
Tesla ending Models S and X production
401–410 of 1001 posts
Re: Tesla ending Models S and X production
#402So 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.
Even though tesla has only 2 models, i would still consider it for a new car, if not for Elon Musk. I have an Y, and it does everything i want it to do. Drives nicely, lots of (cargo) space, no friction charging when driving in Europe. Just plug it in a supercharger and it loads fast. No hassle with subscriptions and cards. Very reliable.
With the 3 and the Y they're already catering for a large part of the market demand, but a smaller model, and a stationwagon might help get it up to 80%+ of all demand.
Re: Tesla ending Models S and X production
#403Earlier quoted context omitted.
He generated a lot of goodwill with "that DOGE fiasco", too. It just depends on where you fall politically.
The people he generated goodwill with don't buy a lot of EVs, apparently.
Nobody's buying EVs in the US since the subsidies expired. GM had a record Q4 because it gave up trying to sell EVs and started flogging expensive land yachts again.
Re: Tesla ending Models S and X production
#404So 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.
Because I want better?
Re: Tesla ending Models S and X production
#405So 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.
> BYD is eating Tesla for lunch
For some reason my Youtube echo chamber is trying to convince me that BYD makes so many cars but cannot sell them. It's really bizarre. Other things it's trying to convince me of "Don't get an electric car. Period", "Ukraine won. Done deal", "Trump is devastated" about something else every day. Yes I do want the latter two to be true and it's playing on that but I don't get the BYD thing.
Re: Tesla ending Models S and X production
#406Earlier quoted context omitted.
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.
I like the comparison, but with aviation on a fundamental level we made it simpler (removing actuation), not added more (senses we dont need)
Re: Tesla ending Models S and X production
#407So 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.
Because FSD driving not navigation is going to be held (rightly) to a much higher standard than human driving.
Humans are fallible and we have other sensors, like hearing, or touch (through feedback on the steering wheel) that are also involved in driving.
We already have other sensors that are not vision that work with us when driving like ABS and electronic stability.
The other reason it's dumb is that adding LIDAR and proper sensor fusion makes things better and the cost of LIDAR is rapidly dropping as its installed across new fleets in CN and elsewhere.
Re: Tesla ending Models S and X production
#408So 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.
Even though tesla has only 2 models, i would still consider it for a new car, if not for Elon Musk. I have an Y, and it does everything i want it to do. Drives nicely, lots of (cargo) space, no friction charging when driving in Europe. Just plug it in a supercharger and it loads fast. No hassle with subscriptions and cards. Very reliable. With the 3 and the Y they're already catering for a large part of the market de…
Up until recently teslas were regularly ranked around the world as the least reliable car brand. https://www.topspeed.com/germany-declares-tesla-model-y-is-l... and https://electrek.co/2025/12/11/tesla-ranks-dead-last-used-ca...
Re: Tesla ending Models S and X production
#409Earlier quoted context omitted.
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.
> easiest This is the keyword here, just because the other approach is harder does not mean it is impossible. It's a decent gamble to try and do things the hard way if it is possible to be deployed on cheaper/smaller hardware (eg: no lidars, just cameras).
Is it still a decent gamble after you've been trying (and failing) for a decade, and numerous well funded competitors are going the easy way, and when there is huge upside to being first, and when the value of FSD easily covers the rapidly falling cost of LIDAR?
No. It's not a good idea. It's not a good gamble. It's stupid, and the engineers can see it's stupid. A lot of them have quit, reducing the very slim chances of it working even further.
Re: Tesla ending Models S and X production
#410"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 e…
Thanks, these are fair arguments!
Re: both 3 and 4(c) - agree that compute (or maybe even power for that compute) is likely to be a bottleneck in the next 3-5 years. However, I think Tesla/xAI are better positioned than many competitors as Tesla is a manufacturing company first and foremost; and this expertise (which is shared freely between Musk's companies) can help it to build it's own data centers, power generation (e.g., solar), or - in the most bullish case - even fab capacity.