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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

#591

Post by speed_spread »

mattmanser wrote: post #430
raincole wrote: post #425

Earlier quoted context omitted.

> The successful cars are made for masses and not for niche buyers. When Tesla got started, full EVs were extremely niche. They were known for their short range and nothing else. Tesla defeated common sense. This is what supports their anti-common-sense stock price.

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.

What I could see happening is Alphabet getting an exclusive lock on Tesla (probably not buying because the stock is too high) and then quasi-merging it with Waymo for a fully integrated, functional robo taxi company. A bit like when they bought Motorola phone division.

Re: Tesla ending Models S and X production

#592

Post by gsharm »

vtail wrote: post #162

"HN is dying" is a cliche, I know, but I seriously want to bookmark this thread to revisit it in 10 years - I'm sure it will age even better than (in)famous Dropbox thread. So from that perspective, HN is alive and well :). The level of cynicism of the discussion is overwhelming, frankly. I get it that some people don't like Musk because of his politics, but why should that prevent people interested in technology to…

Thanks for saying this. For new, impressionable minds here who read most of the comments here and think this it's all devs - it isn't. A lot of us value Musk and incredibly awesome tech like FSD and aren't consumed by political partisanship. That tells you more about the commenter than Musk.

Some of these same commenters were trying to make you believe not long ago that FSD wasn't going to be competitive with Waymo because it dropped LIDAR. If you bring that up now they'll just change goalposts. There's no point even arguing with someone unable to approach an argument in good faith.

Re: Tesla ending Models S and X production

#593

Post by thephyber »

ThatMedicIsASpy wrote: post #576
uyzstvqs wrote: post #512

Earlier quoted context omitted.

[flagged]

Faith and trust is something nobody uses to describe Musk. Maybe you should pop your own bubble you seem to live in? Using faith and trust while completely ignoring twitter?

Tesla investor meetings are just lots of investor bros who have faith in Musk. They trust that Musk can continue to deliver the mindshare that he previously did to get the stock price to where it is.

I think he has tremendous downside risk, but there are a ridiculous number of people who still have “faith and trust” in him despite all of his downside risk.

Re: Tesla ending Models S and X production

#594

Post by vardump »

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.

I thought it was

S 3 X Y C A R S

Cybertruck, ATV (?), Roadster, Semi

Re: Tesla ending Models S and X production

#596

Post by ben_w »

panick21_ wrote: post #480
alfiedotwtf wrote: post #461

Earlier quoted context omitted.

> could be something smaller than Model 3 for Europe Lol... not with those tariffs. In fact, I'd be willing to bet we see higher growth of Tata than Telsa in Europe over the next 10 years.

Tesla has a factor in Germany.

Yes but the factory seems to be struggling to find staff, and the job adverts I see around Berlin suggest the hiring team is out of touch with what appeals to the German job market:

https://news.ycombinator.com/item?id=46710328

Re: Tesla ending Models S and X production

#597

Post by [deleted] »

javawizard wrote: post #417
FL33TW00D wrote: post #406

Earlier quoted context omitted.

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

Jet engines do not strike me as being inherently simpler than muscles, not by a long shot. They're still the best way we know of going about the business of building a flying machine, for various reasons.

[deleted]

Re: Tesla ending Models S and X production

#598

Post by brk »

londons_explore wrote: post #572
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.

> camera only navigation without sensor fusion with LIDAR will fail I'm not so sure on this one. I think we'll see it this year. It will have embarrassing bugs (ie. running over cats which are hiding under the car) and we'll see lots of issues to begin with (ie. the car stops in the middle of a freeway because a camera got splattered with mud). But I think they'll achieve the goal of something that can be deployed fa…

It's been "coming this year" for almost a decade now. The bugs you describe are not embarrassing, they are critical issues that prevent it from being called FSD.

Re: Tesla ending Models S and X production

#599

Post by amanaplanacanal »

vtail wrote: post #412
danny_codes wrote: post #311

Earlier quoted context omitted.

Tesla isn’t a market leader in any of these things. It’s a decent shop, but not a leader in any of these things you’ve mentioned.

I would argue that it is a leader in vision-only FSD, which is useful for both self-driving and robots.

Only if you are confusing FSD and actually autonomous. Which is basically just a bait and switch on Musk's part. FSD is whatever Musk says it is, actually autonomous is another thing entirely.

Re: Tesla ending Models S and X production

#600

Post by poulpy123 »

cucumber3732842 wrote: post #543
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 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....

Elon Musk said he estimated 250k to 500k yearly sales
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