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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

#551

Post by epolanski »

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…

> Common sense product could be something smaller than Model 3 for Europe and this car would eat Chinese for lunch

The Chinese EVs selling in Europe are mostly bigger cars.

And the only reason they don't sell more is because we tariff the hell out of them.

Re: Tesla ending Models S and X production

#552

Post by ForHackernews »

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.

SpaceX is going to go public so he doesn't need Tesla any more.

Re: Tesla ending Models S and X production

#553

Post by epolanski »

butler14 wrote: post #544
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…

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

Idk, his twitter account was enough to sort out he had lost control over himself.

Re: Tesla ending Models S and X production

#554

Post by lisdexan »

JasonBorne wrote: post #319
riffraff wrote: post #304

Earlier quoted context omitted.

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

Of course it will be high. Transit is a huge market. They would just need a small share of Uber, lyft, regular taxis, public transit.

>Uber, lyft, regular taxis

Waymo is already there, just needs to scale and they are already cooperating with Uber.

>public transit

Unless Musk develops the shrink ray it will never compete with actual high throughput public transit, for the same reason if jets flew themselves we wouldn't commute by air. The cost of drivers per fare is less than in a private car, so the benefits for a bus are lesser. Modern metros are already autonomous.

Re: Tesla ending Models S and X production

#556

Post by fooker »

fancyfredbot wrote: post #409
fooker wrote: post #399

Earlier quoted context omitted.

> easiest This is the keyword here, just because the other approach is harder does not mean it is impossible. It's a decent gamble to try and do things the hard way if it is possible to be deployed on cheaper/smaller hardware (eg: no lidars, just cameras).

Is it still a decent gamble after you've been trying (and failing) for a decade, and numerous well funded competitors are going the easy way, and when there is huge upside to being first, and when the value of FSD easily covers the rapidly falling cost of LIDAR? No. It's not a good idea. It's not a good gamble. It's stupid, and the engineers can see it's stupid. A lot of them have quit, reducing the very slim chances…

Yeah you could be right.

Not my area of expertise, so I’d rather not try to predict what will work and what won’t.

Re: Tesla ending Models S and X production

#557

Post by cedws »

johnthewise wrote: post #508
2muchcoffeeman wrote: post #494

Earlier quoted context omitted.

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

It's more of a bet on the optimus

Optimus looks like a joke compared to the robots China has developed like Unitree.

Re: Tesla ending Models S and X production

#558

Post by epolanski »

Traster wrote: post #517
sgjohnson wrote: post #485

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 $5…

I think you're totally wrong on this. Tesla didn't waste the first mover advantage. They benefitted from it whilst it existed, but Electric vehicles turned into a commodity, which was entirely expected and there's no moat. You've explained yourself why it would be untenable for Musk to pursue becoming the biggest car manufacturer in the world - if he succeeded in that goal... he would have succeded in shrinking the v…

Bingo.

Re: Tesla ending Models S and X production

#559

Post by epolanski »

johnfn wrote: post #192
adastra22 wrote: post #189

Earlier quoted context omitted.

Electric cars, maybe. Tesla is valued much larger than the rest of the auto industry combined though. Humanoid robots? Ain’t nobody made the business case for that. It is pure vibes.

Are you seriously saying there is no business case for humanoid robots?

I always wonder why those robots have to be humanoid.

I swear I don't need a humanoid robot, give me a proper autonomous robot that cleans your house and I'm more than happy. Could be 40 cm tall, and look like a box, I don't care.

Re: Tesla ending Models S and X production

#560

Post by epolanski »

shevy-java wrote: post #225
bhouston wrote: post #43

Tesla is a meme stock in a similar manner to GME. You cannot bet against them even if they have incredibly unsure future prospectives because there are too many believers who will buy any dips.

> You cannot bet against them I am not sure. I think buyers or potential buyers shifted their assessment of Tesla in the last, say, 1-2 years a lot.

Did they? It keeps going up despite no reasons for it.
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