Tesla ending Models S and X production

FSD is good in video, given. But its not full self driving as it still requires you to keep an eye on it.

Real FSD for me at least, means I can sit in a 'car' open a laptop and work. But honestly working with a laptop in a car makes it dangerous when driving fast.

For my work commute, I don't need a FSD. For my holiday also not.

What I want is real and save FSD something which has proofen on the road that it is really really good.

We are far away from this. 5 years minimum if not 10. And while Tesla is playing around with FSD and putting it now behind a subscription and fooled everyone with the promise of FSD with HW3 and below, it will not suddenly make Tesla the single leader in FSD at all.

Waymo is working on it, Xpeng can do it, BMW, Mercedes and Nvidia.

For Cybertaxies alone you need a lot of infrastructure (parking spots), cleaning crew, management software etc. you need the legal framework to be allowed to drive them (not going to happen anytime soon in europe) and then you only compete with normal taxis and uber.

I feel like EVs are a checkbox product - you either make things 'good enough' for the customer - range, driving dynamics, power, charge speed, smart features, autonomous stuff or don't.

To get range right you need a big battery and low drag and efficiency - the only way you can make the first 2 things in the same vehicle is to create an aerodynamic shape.

This is a packaging problem, you need to make the car low, and long - so you stretch it out, so the battery can be thinner and no longer pushes up the rest of the vehicle. You also have a lot of place in the front for crash structures, and aero shaping. Finally since your car is big (D segment), you can charge more money as per conventions of the market.

If you make a C or B segment car, you either reduce the battery size to save money, which makes it impractical for general use or pack in all that stuff into a smaller volume, and you get a car thats more expensive to make than a Model 3, while having worse drag and range, while the market expects you to charge less for it.

These small cars only make sense with a small battery, but you wouldn't want one for yourself as a second car - hence the robotaxi.

So no, your hypothetical Model 2 would not be cheaper if you didn't compromise it in some major way, which they dont wanna do.

Upwards differentiation is also hard for Tesla - base models are already powerful enough, have all the smart features, they wont compromise on autonomous stuff etc.

This is not only my opinion but the market's - S and X sold like 2 orders of magnitude less cars than the 3 and Y.

Uber, the globally available taxi company, is valued 8 times less than tesla. If you are now able to kill all the costs for the taxi driving and reduce the cost for the car also, how much revenue is left?

Robotaxi has to be cheaper than a normal taxi to kill taxis. The margin of that company can't be that much more than a company like uber.

And uber itself will also invest in this, as every other car company. XPeng and co everyone who is building or working on this, will not just idly looking and waiting for tesla to just take 'whatever this cake' will look like.

For me it becomes a complet game changer if it becomes so reliable so extrem reliable, that i can order a car at night, a fresh bed / couch is then in the car and i can lie down while it drives me a few hundred kilometers away.