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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

#501

Post by brightball »

2muchcoffeeman wrote: post #494
piva00 wrote: post #384

Earlier quoted context omitted.

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 c…

It’s being valued on the hope that they will crack full self driving. People still believe they will crack it.

Have you tried FSD on a HW4 model recently?

Re: Tesla ending Models S and X production

#502

Post by thorio »

cosmicgadget wrote: post #73

> “If you’re interested in buying a Model S and X, now would be the time to order it.” I can't tell if this is real and he realizes the traditional luxury brands have beaten him or if he's just using the classic rug store sales tactic.

For what it's worth: he has been saying for years, that they were only making the S and X for nostalgic reasons.

Re: Tesla ending Models S and X production

#503

Post by brightball »

maelito wrote: post #422
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.

Also in Europe, an old state company called Renault is beating Tesla with the R5.

Wasn’t Renault an F1 competitor for many years?

Re: Tesla ending Models S and X production

#504

Post by podgorniy »

Electric cars hype topic is has rotted away. Time to bring new, yet novel for the the public. Now people will belive in the musk stories of the future shaped by the humanoid robots, not shaped by the electric cars. Who cares if in 3 years they will switch to another subject if stock keeps being pupmed (and compoensation keeps flowing in the hands of this guy).

His idea is to keep involving more investors, more people, government is possible in tesla's orbit with nice stories. When other are so invested the failures aren't his problem anymore, he got hist compensation which is tied to the company price.

Re: Tesla ending Models S and X production

#505

Post by niek_pas »

nunez wrote: post #107

This is sad in that I was serious about finally getting one in two to three years (We have two Model 3 LRs already), but is fantastic in that no other car interests me and I now don't have this hyper materialistic goal distracting me. If Tesla completely exits automotive and decides to license their FSD tech (or someone else catches up), then I'll probably just get whatever the equivalent of a Bolt is then with that…

This is slightly off topic but what kind of living situation requires three cars? Polyamorous family?

Re: Tesla ending Models S and X production

#506

Post by rkomorn »

brightball wrote: post #503
maelito wrote: post #422

Earlier quoted context omitted.

Also in Europe, an old state company called Renault is beating Tesla with the R5.

Wasn’t Renault an F1 competitor for many years?

It was but I'm not sure how that's relevant.

Also not sure what the point of the "old state" part of the parent comment was. Renault is just another big carmaker.

Re: Tesla ending Models S and X production

#507

Post by brightball »

ako wrote: post #402
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.

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…

That’s my thought as well. The X isn’t much bigger than the Y and the price point is much higher. Same with the S and 3.

The markets the have been missing to this point are the big passenger / cargo carriers like a minivan or full size SUV.

Re: Tesla ending Models S and X production

#508

Post by johnthewise »

2muchcoffeeman wrote: post #494
piva00 wrote: post #384

Earlier quoted context omitted.

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 c…

It’s being valued on the hope that they will crack full self driving. People still believe they will crack it.

It's more of a bet on the optimus

Re: Tesla ending Models S and X production

#509

Post by Deklomalo »

philipallstar wrote: post #471
mattmanser wrote: post #430

Earlier quoted context omitted.

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.

Yeah 10 years ago.

Good for them as a company, thats why they are still here.

And now? Everyone builds EVs, everyone is as far as Tesla or better.

Even the old school companies like BMW have now more models than Tesla and the Cybertruck was expensive to build, build badly and did not deliver what Elon the druggy and antidemocrat Musk promised.

Re: Tesla ending Models S and X production

#510

Post by [deleted] »

vannevar wrote: post #35
harshaw wrote: post #15

I am confused about what Tesla is doing. They have effectively two automobile products now with one failed product (cybertruck). reading various articles about this doesn't make it more clear. Do they not want to be a car company?

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…

[deleted]
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