Live data from Hacker News

Tesla ending Models S and X production

cnbc.com

671–680 of 1001 posts

Re: Tesla ending Models S and X production

#671

Earlier quoted context omitted.

[flagged]

This is so dumb, I don't even know if you are serious. Nobody ever said it is lidar instead of cameras, but as additional sensor to cameras. And everybody seems to agree that that is valuable sensor-information (except Tesla).

I'm able to drive without lidar, with just my eyeball feeds.

I agree that lidar is very valuable right now, but I think in the endgame, yeah it can drive with just cameras.

The logic follows, because I drive with just "cameras."

Re: Tesla ending Models S and X production

#672
post #598

Earlier quoted context omitted.

> 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.

This is the first year that I personally think that it will come this year...

Actions speak louder than words, and the fact that a 'cybercab' production line is firing up this year is also a strong indicator - the fact they didn't do that 5 years ago means tesla leadership didn't think it was going to work back then. 'cybercab' wouldn't sell well as a 2 seater if it couldn't self drive. (although the actual mass production will be delayed till next year is my guess, but we'll see model 3 or y being used for a taxi service in the meantime)

Re: Tesla ending Models S and X production

#673

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?

because there is still 2012-era belief hanging around many people that Tesla's EV tech is superior to anything else

yeah, they legitimately used to be but the rest of the world has definitely improved and Teslas weirdly haven't that much. They're cruising on name brand and a really decent charging network, but even that moat is being breached.

Re: Tesla ending Models S and X production

#674
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 linked article is clear as to why the S and X don’t need to be in Tesla’s product line > Tesla’s far more popular models are the 3 and Y, which accounted for 97% of the company’s 1.59 million deliveries last year

Why are they still making the cybertruck then?

I see way more Model S and X than Cybertruck.

Re: Tesla ending Models S and X production

#675

Earlier quoted context omitted.

This LIDAR wank annoys me. If you can train a policy that drives well on cameras, you can get self-driving. If you can't, you're fucked, and no amount of extra sensors will save you. Self-driving isn't a sensor problem. It always was, is, and always will be an AI problem. No amount of LIDAR engineering will ever get you a LIDAR that outputs ground truth steering commands. The best you'll ever get is noisy depth estim…

You are correct, but the problem is nobody at Tesla or any other self driving company for that matter knows what they are doing when it comes to AI If you are doing end to end driving policy (i.e the wrong way of doing it), having lidar is important as a correction factor to the cameras.

So far, end to end seems to be the only way to train complex AI systems that actually works.

Every time you pit the sheer violent force of end to end backpropagation against compartmentalization and lines drawn by humans, at a sufficient scale, backpropagation gets its win.

Re: Tesla ending Models S and X production

#676
post #366

Earlier quoted context omitted.

I agree that this decision is insane and the whole Optimus/xAI bullshit is tiring, especially with the shareholders actually voting against the xAI investment, but you should try today's FSD. It's genuinely good and shouldn't be discarded wholesale because the guy sucks.

The problem is not how well Tesla's FSD works, compared to other FSD from other manufacturers. The problem is that Musk has been promising it for almost 10 years and it is still not sufficiently stable to be rolled out and relied upon by car owners. FSD is only actually "ready" in terms of the whole "don't need to own a car for personal transport" when there can be passengers and no driver. When Mom can dispatch the…

> When Mom can dispatch the family car to pick up the kids from school.

Tech level, I agree--that's FSD.

But even if we had that tech today, Mom ain't sending the car without getting a police visit.

You can't even let your kids go to the local playground alone anymore. They're not going to be captain and first mate alone in a vehicle if the Karens have anything to say about it.

Re: Tesla ending Models S and X production

#677
post #15

I am confused about what Tesla is doing. They have effectively two automobile products now with one failed product (cybertruck). reading various articles about this doesn't make it more clear. Do they not want to be a car company?

How do you suppose Cybertruck is a failure? I see just as many of them as Rivians, while releasing over 5 years later.

They built production capacity for 125,000-250,000 units per year. They are selling around 20,000 units per year.

It was supposed to cost $39k at the low end and have 500 miles of range at the high end. This drove the hype and high reservation numbers.

In reality it costs $79k and offers up to 325 miles of range. Doubling the price is going to significantly limit the reach of the product.

Re: Tesla ending Models S and X production

#678

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

Isn't that an issue as well? It's always a bet on the next promised land which never arrives, the goalposts change but the stock never takes a hit from undelivered promises, it's bonkers.

Re: Tesla ending Models S and X production

#679

Earlier quoted context omitted.

People have taken rides in unsupervised Teslas. Please check news.

Yes, privy influencers. And it was supervised from the car behind it. No one else was able to find such a ride. Tesla cars also autonomously self-delivered. Which also turned out to be a one-off publicity stunt. Up until now, nothing points to that this is something different this time.

So first it was "it needs attention". Then "it has a navigator". Then "it has a following car". You see?

Re: Tesla ending Models S and X production

#680
post #585
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…

> would have never expected to see a cult of personality being run on the top of S&P 500 market caps, Steve Jobs had a cult of personality as well. Of course Apple had financial reasons to support its valuation when he was leading it in the 2000s

But Apple under Steve Jobs had all the financial numbers to support it, it wasn't valued solely on Steve Jobs' personality, the products were there, and being loved by consumers. Revenue wasn't dipping while the stock was going up, revenue, market share, profits were consistently on the rise.
Post reply on HN