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Tesla ending Models S and X production

cnbc.com

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Re: Tesla ending Models S and X production

#541

Post by Acinyx »

fuzzy2 wrote: post #534
arethuza wrote: post #426

Earlier quoted context omitted.

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.

You see electric Volvo's everywhere in the more electrified markets in Europe like Norway and the Netherlands. Especially the smaller models like the ex30 and ex/xc40. They fit very well design-wise and I think software quality wise in the European market and they are essentially Chinese (Zeekr). I think it helps that they use Android Auto as the main interface and some of their designers are still located in Sweden. Korean electrics are also taking over marketshare hand over fist.

Re: Tesla ending Models S and X production

#542

Post by KomoD »

happymellon wrote: post #539
uyzstvqs wrote: post #512

Earlier quoted context omitted.

[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.

I trust Xiaomi, they make great phones.

Re: Tesla ending Models S and X production

#543

Post by cucumber3732842 »

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…

The Cybertruck was very clearly designed to be a low production model to figure out teething issues in manufacturing and design. Think Plymouth Prowler. Like seriously, nobody makes a body out of heavy gauge sheet metal with simple shapes if they're planning on volume, it doesn't pencil out vs more die complexity and thinner material. But the future growth to justify that never seems to have materialized....

Re: Tesla ending Models S and X production

#544

Post by butler14 »

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 /the/ sign that things with Elon had... changed, IMO!

Re: Tesla ending Models S and X production

#545

Post by lisdexan »

FL33TW00D wrote: post #406
kleton wrote: post #390

Earlier quoted context omitted.

It would be possible to build an ornithopter, evidenced by the existence of avians, but it turned out the easiest ways to make flying machines were otherwise.

I like the comparison, but with aviation on a fundamental level we made it simpler (removing actuation), not added more (senses we dont need)

I would posit that the human brain is complex, and adding senses is simpler than replicating an aspect of the mind more accurately.

Re: Tesla ending Models S and X production

#546

Post by breve »

assimpleaspossi wrote: post #537
lnsru wrote: 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…

>>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.

Yes. It's a flop:

https://insideevs.com/news/784715/tesla-cybertruck-ev-sales-...

Re: Tesla ending Models S and X production

#547

Post by krzyk »

arethuza wrote: post #426
lnsru wrote: 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?

> Teslas I've been in didn't seem to have great design or build quality

Design is subjective (I like it), and build quality. Not sure, I don't have issues with mine except one where after 2 years frunk latch started failing. It was replaced in an hour when I went to service center.

Teslas are the cheapest EV for the features offered in Europe. I would gladly buy another car, but they are either more pricey, or lack features. (I did market research 2 years ago when I was buying Model Y, the closest one was ICE - RAV4 for similar price, but I didn't want ICE).

Re: Tesla ending Models S and X production

#548

Post by epolanski »

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.

"How I feel about Tesla? I wouldn't buy it and I wouldn't short it". Charles Munger.

Re: Tesla ending Models S and X production

#549

Post by cedws »

2muchcoffeeman wrote: post #494
piva00 wrote: post #384

Earlier quoted context omitted.

It's actually bizarre how seemingly nothing impacts $TSLA: profits down 46%, revenue down 3%, cutting successful product lines that used to sell quite a bit, a massively failed product in the Cybertruck, FSD promises still unfulfilled, and on top of all that US$ 2 billion siphoned away to another unrelated company. With all of that, the stock closed upwards on the after market hours. Perhaps only Musk's death could c…

It’s being valued on the hope that they will crack full self driving. People still believe they will crack it.

Meanwhile Waymo has actually cracked self driving, and is operating a fleet of taxis. Tesla said they were going to do this at least as far back as like 2018, and still aren’t.

They’re being beaten on every front.

Re: Tesla ending Models S and X production

#550

Post by epolanski »

uyzstvqs wrote: post #512
jjav wrote: 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]

Most of the world is buying chinese EVs and likes them.

Also, fun fact, I do own a Xiaomi 13T and I'm absolutely happy with my phone.

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