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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

#131

Post by direwolf20 »

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…

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

Re: Tesla ending Models S and X production

#132

Post by candiddevmike »

nishanseal wrote: post #117
SR2Z wrote: post #77

Earlier quoted context omitted.

It doesn't help that Musk supported a guy who turned around and gutted the incentives that were helping Tesla turn a profit.

It seems counterintuitive, but this helped Tesla which is why Musk championed it. Basically when that tax credit came out, a bunch of Tesla owners had their cars underwater - loans were more than new cars were selling for and depreciation thru the roof. Plus the tax credit helped their competitors. Now that the credit is gone, Tesla owners are closer to being in the black on their cars and it also caused Ford and GM…

You lost me, how does making previous owners whole help tesla sell new ones?

Re: Tesla ending Models S and X production

#133

Post by voisin »

bdangubic wrote: post #84
doctorpangloss wrote: post #49

Earlier quoted context omitted.

it's very difficult to have a conversation about this, because it would appear that sincere answers to your question will get downvoted. one POV is that, if you accept the bear case from Internet commenters that these guys are incompetent or stupid - blah blah blah, Cybetruck - the existence of their autonomous taxi product is extremely bullish. they managed to pull off something similar to Waymo despite being so muc…

> they managed to pull off something similar to Waymo despite being so much worse at it, yes? similar?! what exactly is your definition of similar? tesla and waymo are so far apart that it is difficult to accept any argument that tries to make this comparison. they cannot co-exist in the same sentence unless to explain one’s success against the other’s failures

Can you elaborate for those less familiar with the successes vs failures?

Re: Tesla ending Models S and X production

#134

Post by voisin »

SR2Z wrote: post #78
doctorpangloss wrote: post #49

Earlier quoted context omitted.

it's very difficult to have a conversation about this, because it would appear that sincere answers to your question will get downvoted. one POV is that, if you accept the bear case from Internet commenters that these guys are incompetent or stupid - blah blah blah, Cybetruck - the existence of their autonomous taxi product is extremely bullish. they managed to pull off something similar to Waymo despite being so muc…

Just a reminder that Tesla has still not offered driverless robotaxi rides to the public. At this point, it's entirely because Musk refuses to add LIDAR. If he did they could probably be competing with Waymo in a year.

His rationale seems to be validated by Nvidia following the same strategy, no?

Re: Tesla ending Models S and X production

#135

Post by barbazoo »

direwolf20 wrote: post #131
hrunt wrote: post #108

Earlier quoted context omitted.

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…

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

Or in a more charitable light maybe capitalism just isn’t the only system that’s capable of reaching certain technological development.

Re: Tesla ending Models S and X production

#136

Post by electriclove »

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.

Will they increase specs on the 3 and the Y after the S and X are sunset?

Re: Tesla ending Models S and X production

#137

Post by electriclove »

SilverElfin wrote: post #94
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.

Having a halo product can be inspiring. A lot of BMW buyers may get a boring old 3 series but they like that the low volume M cars exist, for example.

Maybe they will finally release the Roadster to serve this purpose

Re: Tesla ending Models S and X production

#138

Post by jayd16 »

epicwynn wrote: post #120
phs318u wrote: post #116

Earlier quoted context omitted.

[flagged]

We can kill robots without remorse, and they're likely going to be worse than a human agent at most things for a few years. Not a bad timeline for them to waste their time on.

Except we're the ones that pay for robots, and the cleanup and the settlements.

Re: Tesla ending Models S and X production

#139

Post by burnt-resistor »

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…

Tesla "competed" by corruptly getting BYD banned from the US and hurting US consumers.

Re: Tesla ending Models S and X production

#140

Post by sampton »

vannevar wrote: post #29

The next shoe to drop will be shifting Model Y production from Fremont to Austin. Fremont will make Model 3s. Austin will make Model Ys and Robotaxis/2s. Cybertruck will be canceled. None of the Tesla plants will be making robots at any scale for many years.

I can't remember when was the last S/X refresh. It's nuts they just let it go stale and shut the factory down.
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