731–740 of 1001 posts
Before Tesla came along there were a small number of EVs but they were all pretty bad because their only purpose was to serve as “compliance cars” in states like California so automakers could sell more gas cars. (See the documentary Who Killed the Electric Car? for more on this.) So Tesla deserves credit for building the first electric cars that people actually wanted to buy. They also deserve credit for building th…
The next shoe to drop will be shifting Model Y production from Fremont to Austin. Fremont will make Model 3s. Austin will make Model Ys and Robotaxis/2s. Cybertruck will be canceled. None of the Tesla plants will be making robots at any scale for many years.
Why would cybertruck be cancelled?
IIRC, the fully-electric F150 Lighting was canceled due to poor sales, and its sales were better than the Cybertruck's.
Earlier quoted context omitted.
People are just being rational and pragmatic.
People are losing money and a product they liked because they imagine disliking it hurts an individual they don’t like. This is a lose/lose enemy centered mindset, and a weird personification of a corporation.
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 it's a wrong mental model to think of stock market value as "fair" or "unfair" (or maybe it's just me thinking of "unfair" when I see the word "fair").
My impression is that if Tesla would be valued based on quantifiable things it would be much much lower (production costs, competition, revenues, potential, etc.). Of course, you shouldn't value something only based on quantifiable things, but in Tesla the "wishful thinking" part seems to be much larger than for others.
Earlier quoted context omitted.
I can't remember when was the last S/X refresh. It's nuts they just let it go stale and shut the factory down.
The refresh would need large investment. And it seems that S/X weren't selling that well to warrant such an investment. Just looking around - SV, a key market for Tesla - everybody buys 3 and Y, not S and X. In some sense it seems that 3/Y cannibalized S/X.
So when I hear they're cancelling the S and X I can't even picture which cars we're talking about.
Pretty sad seeing people take pleasure in the company failing. See past your opinion about it's leader. At the end of the day, it's the company that brought vehicle electrification to the masses and has acted cash cow for SpaceX, Starlink and Neuralink.
Not nearly as sad as people getting emotionally invested in corporations. Add why should anyone look past their opinions about the leader? We have the saying “the fish rots from the head” for a good reason. Tesla has been rotten ever since Elon got involved.
Because it's the most advanced car manufacturing in the US... Virtually the only successful EV maker outside of China, and it provides over 100,000 jobs worldwide.
Earlier quoted context omitted.
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…
> It's pure logic that Tesla has to pursue bets that would justify billion dollar valuations and being a car company isn't that. But it's make-believe. Tesla is a car manufacturer. They haven't shipped anything else other than cars. And they even suck at making cars these days. Tesla Semi? All but dead. The new roadster? Also dead. Full Self Driving? Doesn't exist. Robotaxis? Even if they got them to work, at this po…
A genuine question, what are the use cases for Tesla's Optimus robots? Are they consumer products that help with household chores, industrial robots for warehouses or manufacturing, a play toy, something else?
Earlier quoted context omitted.
Why would cybertruck be cancelled?
it's one of their models i would like for them to succeed the most. americans love trucks (especially where i live), and the impact of electric truck replacing ice ones on the gestalt of the neighborhood is significant, no noise, no fumes. people tend to drive their electric cars/trucks more gently too. my neighbor bought one, and it's night and day. and oddly enough, while i kneejerk hated it at first, the design ha…
But not like that.
(Also, the problem is "Americans love trucks"—the Cybertruck doesn't solve that. It's still just a lethal grocery-getter in suburbia where the Cybertruck was only going to sell anyway. I'd sooner get behind the new golf-cart craze in suburbia—let them drive their golf carts to Costco.)
Pretty sad seeing people take pleasure in the company failing. See past your opinion about it's leader. At the end of the day, it's the company that brought vehicle electrification to the masses and has acted cash cow for SpaceX, Starlink and Neuralink.
Is Tesla really failing? They have $40 billion cash at hand. More than some legacy automobile market cap.