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Tesla ending Models S and X production

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Re: Tesla ending Models S and X production

#601

[flagged]

FSD has been maturing for ~an entire decade now. Their latest stunt with moving the supervisor to chaser cars has made a lot of people understandably angry anew: Musk has to hit his robotaxi milestones to get more billions, so he's forcing the programme ahead with smoke and mirrors to get his stock option grants.

Their profit is decreasing, revenue growth is negative. Their autonomy programme is always "just one more update" away. Humanoid robotics is already full of competition from hundreds of other startups and larger companies (even Amazon, an AI sceptic, has a significant robotics programme).

I wouldn't call them a failure, but they certainly seem to have lost their way, and you have to really drink the kool aid to be able to justify the valuation in any sense.

Re: Tesla ending Models S and X production

#602
post #473

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.

They could have expanded the lineup to 2 S 3 X Y 4 U

Re: Tesla ending Models S and X production

#604
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!

Is it an good car ?

Re: Tesla ending Models S and X production

#606

[flagged]

Most of the people are bashing Tesla because they 1) Overpromised and underdelivered 2) They claimed/acted like they're so ahead that nobody can touch them.

Now, other automakers are closing the gap fast, and their overpromise of camera-only FSD is reaching Duke Nukem Forever levels, while other automakers use a diversified sensor set with more conservative autonomy levels because they value human lives more than playing fast and loose (plus, they are scrutinized way more heavily for various right and wrong reasons).

For me, it's not hatred, but I saw that they were hyped a bit too much and need some correction, and this correction is coming hard for them.

Valuations means nothing except investor trust. We have seen some spectacular collapses under unbelievable valuations. Theranos had a valuation of $9 billion. Tesla is not a scam or balloon per se, but they were a bit too overconfident of their moat.

Re: Tesla ending Models S and X production

#607
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 can you say camera only navigation won’t work with such finality when humans manage just fine every day! You literally have an existence proof of it working.

Because we can't install lidars on our heads

Re: Tesla ending Models S and X production

#608

Earlier quoted context omitted.

> smaller than Model 3 for Europe A few years ago, perhaps. But the brand has become tainted to the point where the exact people who would buy such a car are now avoiding Teslas. Instead, European manufacturers are filling that niche with cars like the Renault 5.

> the exact people who would buy such a car are now avoiding Teslas The traditional fix for this is to license the technology and do manufacturing for another carmaker to brand. It's super common for brand X of car to actually be a rebadged Y with slightly different shaped body panels. However, it only works if your product is good and you have decent margins. That means you have to compete with china cars, since the…

> the obvious thing for a western brand to do is to rebadge a chinese designed car and split the margins with the chinese designer/manufacturer

Actually this is already happening with the Dacia Spring/Renault City: https://en.wikipedia.org/wiki/Dongfeng_Motor_Corporation#eGT...

Re: Tesla ending Models S and X production

#609

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…

Everything tends toward commodification in a hyper-competitive, hyper-connected world. The only variable is time... and this "time" keeps shrinking.

As commodification accelerates, consolidation follows. In the current landscape, where private capital and state power are deeply entangled under the banner of national security, this consolidation no longer stays economic. It becomes geopolitical.

The end result... it translates to not just corporate monopolies, but geo-monopolies... enforced not by markets alone, but by coercion, conflict, and control over resources.

Re: Tesla ending Models S and X production

#610
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 supposed to be for the masses. The just weren't able to hit the price point required because of overly optimistic engineering assessments. I think the whole stainless steel construction concept didn't work as first designed. And of course, Cybertruck design might not have been mass compatible buy being ugly. But that is subjective, if it was cheap and functional and without the political connotations i…

To be "for the masses", it would need to:

- be smaller

- have an actually usuable truck bed

- be painted (so rust isn't an issue)

- have a body that's not literally duck taped together in some places and can easily snap in others

- use steel (which bends) for body construction

- be suitable for towing hauls

- not be ridiculously overpowered (...to the extent where engine can overpower the breaks)

- have good visibility with a windshield that isn't at a sharp angle to the ground and body geometry which doesn't maximize blind spots

- not have sharp corners that the cut you or doors that can decapitate your dog

- have door handles that make doors openable in case of emergencies/no power situations/electric shorts

- not have bulletproof glass (WTF, "for the masses"?) which makes makes it harder to rescue people when accidents happen

- be easily repairable, or at least amenable to repairs in local non-Tesla shops, with customers being confident it their warranty won't go poof (as the law requires)

- be easily customizeable for different applications (particularly when it comes to the bed)

- not look so different from other trucks without any reason other than "Elon Musk wants to be edgy": ugly is subjective, being a billionaire's fashion statement isn't

...to start. That's off the top of my head.

And, of course, being priced for the masses, which doesn't just happen. It's a design requirement.

As it stands, the Cybertruck is, and has always been, a rich boy's luxury toy — and it was designed as one.

It really seems like something got to Musk's head that he thought the world has so many edgy rich boys.

You want to see a modern truck "for the masses"? That's Toyota IMV 0, aka Hilux Champ [1]. Ticks all the above boxes.

And hits the $10,000 price point [2]. A literal order of magnitude cheaper than the Cybertruck.

Speaking of which: a car "for the masses" isn't a truck. It's a minivan (gets the entire family from one place to another), it's a small sedan/hatchback (commuter vehicle), a crossover/small SUV to throw things, kids, and dogs into without having to play 3D Tetris in hard mode.

But not a pickup truck, which is a specialized work vehicle.

The masses aren't farmers and construction workers (most people live in the cities, and only a small number needs such a work vehicle).

The popularity of The Truck in the US is, in a large part, a byproduct of regulation which gives certain exemptions to specialized work vehicles.[3]

That's not even getting to the infrastructure part: trucks shine in remote, rural areas. And while one can always have a canister of gas in the truck bed, power stations can be hard to find in the middle of the field or a remote desert highway.

But again, it's not impossible to make a truck for the masses (at least for certain markets). That's the $10K Hilux Champ.

For all the luxury aspects of the Tesla sedan, it's been one of the most (if not the most) practical electric vehicles on account of range alone. It also looked like a normal car at a time when EVs screamed "look at me, I'm so greeeeeen!" from a mile away (remember 1st gen Nissan Leaf or BMW i3?). It was conformal and utilitarian, while also being futuristic and luxurious enough for the high price point was fair for what was offered.

The public image of having a Tesla was good: you are affluent, future-forward, and caring for the environment.

The Cybertruck went back on everything that made Tesla a success: it's conspicuous, impractical, overpriced, and currently having publicity rivaling that of the recent Melania documentary.

It was not a risky bet. It was an a-priori losing bet. The world simply never needed as many edgy toys as Musk wanted to sell.

And driving a car shaped as an "I'm a Musk fanboy" banner really lost its appeal after a few Roman salutes and the dear leader's DOGE stint.

Overly optimistic engineering assessments? Perhaps, but they are much further down on the list of reasons of Cybertruck's failure.

[1] https://www.roadandtrack.com/reviews/a45752401/toyotas-10000...

[2] https://www.motortrend.com/reviews/2025-toyota-imv-0-pickup-...

[3] https://reason.com/2024/02/02/why-are-pickup-trucks-ridiculo...

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