191–200 of 378 posts
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Great. First ram goes through the roof, and now china has kung-fu robots. 2026 is going great.
They could add EATR ( https://en.wikipedia.org/wiki/Energetically_Autonomous_Tacti... ) technology to run it and then we have gone almost full horizon zero dawn.
Their cars today are much better than when sales were at their peak. Getting politics to get in the way of good engineering is a real shame.
My (2019) Tesla has been the most reliable car I've ever owned, but it sure seems like they're not interested in being a car company anymore. Not having turn stalks and the drive selector, making me either pay for internet access or use bluetooth if I want to play spotify or youtube music (which I get for 'free' in cars with CarPlay or Android Auto), making the cybertruck way too big for a garage, discontinuing the m…
> Not having turn stalks Aren't turn stalks back now?
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The market discounts future returns but it is unclear and shifting what proportion of those returns are from the operations of the company in the market it sells products in and what proportion comes from the operations of traders in financial markets. More plainly, traders discount returns from buybacks and dividends financed by the operations of the company and returns from selling their shares to "greater fools".…
There's zero chance that Musk will have suddenly "solved" FSD in a day, a week, or a year. He's not an engineer; he's a money man, and a grifter. That's why people keep giving Tesla money: because Musk has fooled so many people into believing he's this amazing engineer, who could, possibly, "solve" FSD overnight—and, moreover, has gotten them to buy into it so deeply that they have tied their identity into that belie…
But to be very clear I not only don't think they will but I don't think that they think they will, or they wouldn't be shifting focus to Optimus. I'm not invested in Tesla except for my exposure through index funds.
If anyone who is a fan of Tesla can get through this article without changing their mind. Well. Bless their heart.
https://www.washingtonpost.com/technology/2025/08/29/tesla-a...
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They canceled it because of poor adoption rather than any technical issues. Which if anything looks worse for Tesla long term. If luxury car owners aren’t willing to pay 200$/month for self driving then trying to up charge people buying used model 3 and Y’s after canceling the S and X looks dubious. Which means that 100$/month subscription likely loses them money vs an 8k purchase.
Mercedes system was pretty useless because you could only use it in very limited conditions (specific freeways, only following another car). Nobody wants to pay $200/month to use it for 5% of their driving. Tesla FSD drives for you end-to-end.
They are looking to reintroduce it with a much higher top of 81MPH which might help, but agin my issue isn’t with the particular system but the underlying assumption of how much people value attention free driving.
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> Tesla now has to pitch electric cars to right-wing climate-change deniers, which is not a great strategy to adopt voluntarily or otherwise. Part of the trouble here is that was always the case. The best selling "car" in the US is the Ford F-series truck. Followed by the Chevy truck, two Japanese SUVs, the Stellantis truck, the GMC rebadge of the Chevy truck, a Chevy SUV and then the Tesla Model Y. To get anywhere t…
Battery is not the issue. NMC li-ion batteries have fallen down to $100 per kWh on the _pack_ level (not cell). And LFPs are around $80. CyberTruck battery is around 130kWh, so that's just $13k for the more pricey NMC chemistry. This is what makes the Ford fumble with the electric F-150 so comical. Out of curiosity, I wanted to see if there are any Chinese brands selling batteries of this capacity. And there are plen…
When the Cybertruck was released in 2023 it was $139, making it more like $18k. And that's just the battery, you still need to make the rest of the truck and pay all your other overhead before you get to the MSRP.
The problem is you can't sell a boring $40k truck for $60k, so instead they tried to make an "interesting" truck for $80k, but nobody wants that either. They should've just waited until they could make a boring electric truck for $40k.
> US automakers are sooooo screwed.
Ten years ago packs were $345/kWh and then electric cars have to be premium products. For under $100 they don't and then all it's going to take is for one company to start selling an electric car in the US that costs less than the equivalent gasoline car.
They'll figure it out when the demand shifts. It doesn't take that long to reconfigure factories, they do it every time they come out with a new model anyway.