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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

#471

Post by philipallstar »

mattmanser wrote: post #430
raincole wrote: post #425

Earlier quoted context omitted.

> The successful cars are made for masses and not for niche buyers. When Tesla got started, full EVs were extremely niche. They were known for their short range and nothing else. Tesla defeated common sense. This is what supports their anti-common-sense stock price.

Everyone knew that was the future and that the big auto manufacturers were deliberately dragging. No-one (serious) thought there was a market for the cybertruck. The stock price is pure madness, it's like it's priced in robotaxis, but that's clearly not going to happen for Tesla. And if it did, it would be a small-ish market, their brand has become toxic in so many big markets.

> Everyone knew that was the future and that the big auto manufacturers were deliberately dragging.

Definitely not. Car electrification was definitely not obvious, and Tesla had to do many semi-impossible things to make it even slightly feasible.

Re: Tesla ending Models S and X production

#472

Post by TulliusCicero »

NoPicklez wrote: post #103
browningstreet wrote: post #52

Earlier quoted context omitted.

As a car company the expectation is that they develop new car models for consumers. They don’t seem to be doing that either.

They developed the Model 3 and Y, which is partly why they're stopping the S and X? They completely refreshed the Model Y last year and made a number of updates to the Model 3 including different body word.

"Completely refreshed" is doing a lot of work here in that sentence.

The new refreshes don't look nearly as big in terms of changes as new generations of car models for other manufacturers, and Lord knows even Tesla fans have plenty of things they'd like to see improved.

Re: Tesla ending Models S and X production

#473

Post by angled »

shalmanese wrote: post #379
lnsru wrote: post #355

Earlier quoted context omitted.

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…

> Common sense product could be something smaller than Model 3 for Europe and this car would eat Chinese for lunch. Yeah, that would be the Model 2, which Musk cancelled, then denied he cancelled, then has made no effort to review whatsoever so it exists in a limbo state of zero people working on it but it not being officially cancelled. Either way, it didn't come out in 2025 as planned. https://www.cbtnews.com/tesla…

The completed original line up was

S 3 X Y

The C didn’t fit that, nor would a 2. Unless he’s aiming for a lineup of products that has you seeing someone next Tuesday.

Re: Tesla ending Models S and X production

#474

Post by phoronixrly »

arethuza wrote: post #426
lnsru wrote: post #355

Earlier quoted context omitted.

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…

Why would a small Tesla "eat Chinese for lunch" - the brand is tainted (to put it mildly) and the Teslas I've been in didn't seem to have great design or build quality?

Even without Musk's public persona, the Tesla build quality is infamous. I would never.

Re: Tesla ending Models S and X production

#475

Post by arpinum »

backscratches wrote: post #408
ako wrote: post #402

Earlier quoted context omitted.

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...

TUV inspection failures are not a good indication of reliability. The lack of Tesla dealers and no need for yearly servicing means issues get caught at the inspection step for Tesla where for others they are caught at the pre-inspection step.

Also, you need a breakdown of the failures as wear and consumables (washer fluid low, splits in wipers, headlight alignment, mobile phone holder in wrong location) can be a failure but would not be a good indicator for lack of quality.

Re: Tesla ending Models S and X production

#476

Post by pm90 »

al_borland wrote: post #93
bhouston wrote: post #43

Tesla is a meme stock in a similar manner to GME. You cannot bet against them even if they have incredibly unsure future prospectives because there are too many believers who will buy any dips.

That might be a little extreme. Tesla is making electric cars and robots. These are very much things of the future. GameStop is buying and selling used games, which is becoming impossible as consoles keep pushing for digital games. GameStop requires a major shift in their business model to stay relevant, while Tesla just needs to hope the public doesn’t reject the idea of electrics cars out of stubbornness or politic…

tesla is not making robots.

Re: Tesla ending Models S and X production

#477

Post by flakeoil »

bob1029 wrote: post #353

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 th…

> Their electronics, batteries, motors, etc., are world class.

This was maybe true 5-10 years ago, but not today.

Re: Tesla ending Models S and X production

#478

Post by andix »

darksaints wrote: post #357
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.

The Tesla Semi was groundbreaking when they revealed it nearly 10 years ago. But now there are dozens of electric truck models, and they get delivered in substantial quantities for over a year now. At least in Europe.

Re: Tesla ending Models S and X production

#479

Post by Ray20 »

tonyhart7 wrote: post #269
direwolf20 wrote: post #131

Earlier quoted context omitted.

Is there anything China isn't far ahead in? Maybe capitalism was a failure.

You acting like china isn't capitalism

But that isn't capitalism. It's socialism, which uses many market mechanisms to manage the economy.

Re: Tesla ending Models S and X production

#480

Post by panick21_ »

alfiedotwtf wrote: post #461
lnsru wrote: post #355

Earlier quoted context omitted.

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…

> could be something smaller than Model 3 for Europe Lol... not with those tariffs. In fact, I'd be willing to bet we see higher growth of Tata than Telsa in Europe over the next 10 years.

Tesla has a factor in Germany.
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