Probably one of the dumbest decisions taken by a CEO?
Tesla ending Models S and X production
201–210 of 1001 posts
Re: Tesla ending Models S and X production
#202Earlier 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.
Market cap and it's not even close. Turns out financialisation is the classic you-get-what-you-asked-for-not-what-you-wanted of capitalism. We told the optimiser to make number go up, and number has certainly gone up. China's number? Not as up.
I think it could have gone differently if we gave our economic system something to optimise other than itself, but then we wouldn't have centibillionaires, so... swings and roundabouts I guess?
Re: Tesla ending Models S and X production
#203Re: Tesla ending Models S and X production
#204This 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 sad in that I was serious about finally getting one in two to three years
Couldn't have said it better
Re: Tesla ending Models S and X production
#205Earlier quoted context omitted.
The market for humanoid robots hasn’t been established like the market for $40,000 personal transport. Saying that, I wouldn’t be too surprised if robotaxi replaces 90% of taxis and Ubers in the next 5-7 years. But yea, stepping from sinking raft to the next…
Potentially in a few cities with high cost of living and nice weather, but certainly not worldwide. Not even the best can handle bad weather yet.
Waymo is launching in Detroit.
Re: Tesla ending Models S and X production
#206Earlier quoted context omitted.
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?
Nvidia follows the same strategy because having a large end-to-end model is how you get your customers to buy GPUs with their AI slush fund (and I don't think they limit themselves to vision).
His rationale at this point seems to be mostly stubbornness, coupled with a healthy dose of anxiety when he considers how much money he'll have to spend to deliver FSD to the people who bought it 10 years ago.
Re: Tesla ending Models S and X production
#207Earlier 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.
Marketing, sales, finance.
Re: Tesla ending Models S and X production
#208Why 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.
But the 3 isn’t comparable. It’s cheap, looks cheap and feels cheap.
Someone who owns a BMW 5 series isn't going to switch down to a new model of the 3 series. The X makes the 3 and Y feel like go karts (that are slow). The S is a missile. Fun, but not for me.
The other way of looking at this: The X is the only Tesla model with door handles that aren't stupid.
Re: Tesla ending Models S and X production
#209Probably one of the dumbest decisions taken by a CEO?
Shutting down low-volume, complex project, that needs to be substantially redesigned to be competitive, while these resources can be redeployed elsewhere, in high growth areas? I disagree: https://news.ycombinator.com/item?id=46805773
Re: Tesla ending Models S and X production
#210Earlier quoted context omitted.
IF they work (and that is a massive, massive if), every factory on earth will replace every human with them. It’s inevitable, the only question is how many years until it happens: 2, 5, 10, 50? Place your bets!
Do think factories are still mostly humans on assembly lines?
Factory robots have almost nothing in common with humanoid robots and are probably at least 10000x simpler.