Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Tesla ending Models S and X production

cnbc.com

Post reply on HN
Print view View original

481–490 of 1001 posts

Re: Tesla ending Models S and X production

#481

Post by numpad0 »

apparent wrote: post #359

Interesting that they're cutting S/X but keeping the Cybertruck. Whatever metric they're using (revenue, profit, units, etc.) that led them to cut the S/X would surely have similar numbers for the Cybertruck, if not worse.

Painted metallic chassis of a car is always dipped in car sized acid baths and primer baths. Dipping the whole cars held on a carriage is the only way it's done, anywhere, for any brands, using any metals, even many Ferrari, as well as with many classic car restoration projects. Your cars will be competing with brand new 1960s Fords and Mazdas if you were not doing it in terms of corrosion resistance - unless, I'm guessing, you're making DeLoreans and Cybertrucks.

Re: Tesla ending Models S and X production

#482

Post by jjav »

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.

> 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.

So if I hear what you're saying, the stock will be up another 50% this year!

Re: Tesla ending Models S and X production

#483

Post by lnenad »

ben_w wrote: post #380
cschmatzler wrote: post #351

Earlier quoted context omitted.

I agree that this decision is insane and the whole Optimus/xAI bullshit is tiring, especially with the shareholders actually voting against the xAI investment, but you should try today's FSD. It's genuinely good and shouldn't be discarded wholesale because the guy sucks.

If Tesla's FSD existed in isolation, it would be a fantastic breakthrough that signposted the future. If. It doesn't exist in isolation. The competition isn't just from the American firms, but also European and Chinese, and it isn't really possible to overlook Musk himself given both his long history of Musk over-promising and under-delivering, deflecting blame. Even the current release isn't what Musk was talking ho…

But it is still (unfortunately) the most competent publicly available ADAS.

Re: Tesla ending Models S and X production

#484

Post by panick21_ »

lnsru wrote: post #355
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.

The gamble with Cybertruck failed. It’s common sense, that such a vehicle will fail. The successful cars are made for masses and not for niche buyers. Common sense product could be something smaller than Model 3 for Europe and this car would eat Chinese for lunch. Expensive experiment failed, it’s time for consequences. Does Tesla have resources for another car experiment? Will it stay a car company?.. Or it will be…

Cybertruck was supposed to be for the masses. The just weren't able to hit the price point required because of overly optimistic engineering assessments. I think the whole stainless steel construction concept didn't work as first designed.

And of course, Cybertruck design might not have been mass compatible buy being ugly. But that is subjective, if it was cheap and functional and without the political connotations it might have been different.

But it was certainty a risky bet.

Re: Tesla ending Models S and X production

#485

Post by sgjohnson »

Tesla will become a case study on how to completely waste the first-mover advantage.

For many people, the very term EV itself is still ubiquitous to Tesla.

And somehow Tesla is still worth more than every other non-Chinese automaker combined. $1.5T.

GM? $80B. Stellantis? $40B. Toyota? $280B. Mercedes-Benz? $60B. BMW? $55B. Volkswagen Group? Also $55B.

I’m sure I’ve missed plenty of others, but I could miss some 18 $50B automakers, and Tesla would still be worth more than all of them combined.

If Tesla was valued fairly, it would probably be at the tune of $5B. But I’ll never bet against it, because the markets can remain irrational for longer than I can remain solvent. And for some unbeknownst to me reason, the markets value Tesla as a hot tech company, not a 3rd rate automaker, which is what it actually is.

And to add insult to injury, even GM Super Cruise is widely renowned as better and safer than Tesla’s current “FSD”.

Re: Tesla ending Models S and X production

#486

Post by cmoski »

> Tesla is developing Optimus with the aim of someday selling it as a bipedal, intelligent robot capable of everything from factory work to babysitting.

I did not look forward to the news articles about robots accidentally dropping or squashing babies.

Re: Tesla ending Models S and X production

#487

Post by westmeal »

angled wrote: post #473
shalmanese wrote: post #379

Earlier quoted context omitted.

> Common sense product could be something smaller than Model 3 for Europe and this car would eat Chinese for lunch. Yeah, that would be the Model 2, which Musk cancelled, then denied he cancelled, then has made no effort to review whatsoever so it exists in a limbo state of zero people working on it but it not being officially cancelled. Either way, it didn't come out in 2025 as planned. https://www.cbtnews.com/tesla…

The completed original line up was S 3 X Y The C didn’t fit that, nor would a 2. Unless he’s aiming for a lineup of products that has you seeing someone next Tuesday.

Lol I didn't even connect the dots together until this comment. For a dickhead rich memelord this one is at least somewhat clever.

Re: Tesla ending Models S and X production

#488

Post by Lapsa »

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.

semi-impossible

Re: Tesla ending Models S and X production

#489

Post by jfyi »

lnsru wrote: post #355
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.

The gamble with Cybertruck failed. It’s common sense, that such a vehicle will fail. The successful cars are made for masses and not for niche buyers. Common sense product could be something smaller than Model 3 for Europe and this car would eat Chinese for lunch. Expensive experiment failed, it’s time for consequences. Does Tesla have resources for another car experiment? Will it stay a car company?.. Or it will be…

To be fair, robot soldiers are the only robotics and ai problems that need to be solved to pretty much eliminate labor problems across the board.

I suspect China is going to beat him to the punch on this one too.

Post reply on HN