Live data from Hacker News

Tesla ending Models S and X production

cnbc.com

531–540 of 1001 posts

Re: Tesla ending Models S and X production

#531

Earlier quoted context omitted.

They've just refreshed their Model 3 and Model Y within the last year or so. With the model Y looking considerably different so I'm not sure where you got that from

And yet absolutely no under the hood stats have changed in 8 years - battery capacity, charging rate, charging curve, performance

Sorry? The midrange model 3 now has 750km range as of last year.

Re: Tesla ending Models S and X production

#532

Why 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.

Because it looks like Elon recognized Tesla's inability to compete against BYD and gave up making cars. This is negative. Since he couldn't leave it at that, he announced a pivot to a product that doesn't exist. This is also negative.

How did he give up? The model Y and the model 3 were refreshed last year. With the model 3 now pushing 750km of range.

Ford got rid of plenty of popular models including all hatchbacks and many sedans.

Re: Tesla ending Models S and X production

#533
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.

On top of that, the factory is getting converted to make robots...

Re: Tesla ending Models S and X production

#534
post #355

Earlier quoted context omitted.

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…

Why would a small Tesla "eat Chinese for lunch" - the brand is tainted (to put it mildly) and the Teslas I've been in didn't seem to have great design or build quality?

What I've seen so far from Chinese car makers (BYD and MG, to be precise) is, to put it bluntly, the bare minimum. Build quality so-so, design is… unconventional and software is just bad. It drives, but only just.

Maybe the more recent models, like the Xiaomi thing, are better. But at the moment, Tesla is at least on par, if not better. The brand being tainted is very relevant though.

Re: Tesla ending Models S and X production

#535
post #482

Earlier quoted context omitted.

> 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!

[flagged]

>Tesla is leading and succeeding. People have faith in Musk as a leader. Nobody trusts CCP EVs, just like nobody trusts Huawei or Xiaomi phones.

That sounds literally like a religious mantra. Do rational investors have 'faith' in the Costco CEO? Do they even know his name on top of their head?

Re: Tesla ending Models S and X production

#536
post #369

Earlier quoted context omitted.

BYD already have the Atto 1 (sub AUD30K here) as do other EV manufacturers (eg Nissan Leaf). Tesla could stop spending money on bullshit like the Cybertruck and spend it on vehicles that people actually need/want.

Don't forget Renault 5!

Interestingly, the Renault 5 Turbo 3E is more Cyberpunk than anything Tesla is making!

Re: Tesla ending Models S and X production

#537
post #355
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…

>>The gamble with Cybertruck failed.

Has it? I really don't know but I see these every day in my major city and there was a closed mall parking lot filled with cybertrucks the local dealer used to park there which were quickly turned over.

Re: Tesla ending Models S and X production

#539
post #482

Earlier quoted context omitted.

> 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!

[flagged]

> like nobody trusts Huawei or Xiaomi phones.

Loads of people trusted Huawei, even after all the hyperbole about backdoors for the government. It needed regulators banning Huawei to knock their share of the market and protect the homegrown spyware.

Re: Tesla ending Models S and X production

#540
post #355

Earlier quoted context omitted.

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…

Why would a small Tesla "eat Chinese for lunch" - the brand is tainted (to put it mildly) and the Teslas I've been in didn't seem to have great design or build quality?

There are people like me who still buy teslas. Buddy picked up his new Model Y couple weeks ago. The price and the whole package is fine. Zero interest financing is absolutely nice. Elon showed his real face during children rescue drama in Asia. With this defamation story it was well known who he is for years. Political involvement was the visible tip of an iceberg for everyone.

Now if you ask me if the German car managers are better I doubt it. Gassing apes by Volkswagen in US is on the same level as Elon. Mercedes guy was complaining about lazy workers too much. Only BMW guy was able to keep acceptable silence. Overall German equivalent of model Y is at least 20000€ more expensive than Elon‘s car.

Personally I don’t buy anything from China if I can. I am not brave and as the Ayways story showed clearly, that great Chinese car can quickly be without any service. Maybe it’s ok to lease such car for couple years, but I don’t want to have car after small accident for what no replacement parts are available.

Post reply on HN