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Tesla ending Models S and X production

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Re: Tesla ending Models S and X production

#301

Earlier quoted context omitted.

Agreed, let alone 1M units a year!

My dad found it extremely amusing that Elon said "we just have to solve the 'AI problem' and we'll have robots doing shopping for us", or something like that. I can't remember the exact verbiage, but that was the gist. The word "just" is doing a lot of work there. Going by that logic: We "just" need to figure out cold fusion to have effectively infinite energy. We "just" need to develop warp drives to travel across t…

I find it amusing listening to his Q1 earnings calls; every year the same exact blabber of robots everywhere 'end of the year', self driving tesla's everywhere after the summer, mars next year etc. Every Bloody Year. The real clever thing of this guy, no matter how smart/not/nazi/whatever he is, is the fact that investors KEEP throwing money in even though the major ones are on those earning calls every year for a decade already and of course that these stocks are not cratering.

But I recommend listening to those calls, start 5 years back; because on reddit but also here, you get wide eyed awestruck people who say 'ow optimus is december this year! ow self driving everything in september!'.

Re: Tesla ending Models S and X production

#303
post #274

Earlier quoted context omitted.

It is like me at the climbing gym: "This problem is too hard for me, let's work on a harder one instead, then I at least look cool while failing." "Since we failed on self-driving since 2016, robotaxis since 2020 (1 million on the road), and ASI since 2023, we might as well start on failing on robots now".

Nice. I think my new climbing routine will be to just look at the 5.13 and mime moves from the ground for an hour, then go home.

I _could_ flash this V12 but what would be the point?

Re: Tesla ending Models S and X production

#304

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.

Do you expect the demand for Tesla's robotaxis to be high? I don't see it.

Re: Tesla ending Models S and X production

#305

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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…

> I wouldn’t be too surprised if robotaxi replaces 90% of taxis and Ubers in the next 5-7 years I'd bet a kidney that doesn't happen.

Not Tesla’s version anyway

Re: Tesla ending Models S and X production

#306

Earlier quoted context omitted.

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.

Tesla got the job done, which was empower Musk, not manufacture EVs at scale. The stock is the product.

> The stock is the product.

Musk reeks of scam. But for a stock pump and dumb scheme there sure are a lot of teslas on the road.

Re: Tesla ending Models S and X production

#307

Earlier quoted context omitted.

Interview in Davos. The “right” has the same touch than the “just” here: > MUSK: Yeah. But I think self-driving cars is essentially a solved problem at this point, right? And Tesla’s rolled out a sort of robo-taxi service in a few cities, and will be very, very widespread by the end of this year within the U.S. And then we hope to get supervised full self-driving approval in Europe, hopefully next month. Source: http…

It's amazing how much hand-waving rich people are allowed to get away with. If I tried that people would (correctly) call bullshit.

Ah, see, no, and this is why you'll never be rich^. The rich people don't ever listen to that "if I tried that people would call bullshit" voice. They just try it. And try it again. And keep trying it. And then they become CEOs or President or whatever. They literally just keep doing it. It doesn't matter how untethered what they're saying is from reality. It doesn't matter that it's pure bullshit. They just keep going and pick up enough followers and the rest snowballs from there. Twas ever thus. How do you think every cult or religion to every form has come about? How do you think every dictator has come to power? They vehemently, psychotically ignored "if I tried that" and just tried it and kept repeating it until the cognitive dissonance wore down into oblivion and the pathological washed over them.

^Sociopathic rich, I mean. I'm sure you're doing fine.

Re: Tesla ending Models S and X production

#308
post #210

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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.

That’s the point!

Re: Tesla ending Models S and X production

#309

Earlier quoted context omitted.

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.

Musk's goal all along was to get away from boutique production. He wants to sell millions of cheaper cars, not thousands of cars for wealthy people. Not sure it's going to work out. Without some big jumps in battery tech, EVs are going to be difficult to sell without subsidies.

> He wants to sell millions of cheaper cars, not thousands of cars for wealthy people.

Why hasn't the cheap car been designed yet then?

Re: Tesla ending Models S and X production

#310

Earlier quoted context omitted.

Do think factories are still mostly humans on assembly lines?

Not mostly, no. But I toured an auto assembly plant of a major US OEM recently and there were a ton of humans on the line. Unions will be an issue, but all the OEMs are walking dead anyway.

Tour Toyota. It’s be lights-out except for all the people there on tours to see the mechanical marvels.
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