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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

#741

Post by radlad »

vladms wrote: post #734
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…

> If Tesla was valued fairly 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…

I assume OP meant something closer to "fair market value" than "fair vs. unfair." Tesla is not priced according to its underlying assets or technical analysis (e.g. P/E ratio), but solely based on hype/sentiment.

Interestingly, retail investors and company insiders collectively own more of Tesla than institutional investors.

Re: Tesla ending Models S and X production

#742

Post by testing22321 »

sgjohnson wrote: post #565
Traster wrote: post #517

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…

I know it’s popular to hate on Elon and therefore Tesla, but you need to be accurate when doing so. They’re still chipping away.

> Tesla Semi?All but dead.

They’ve been running a pilot all this time, and the factory in Nevada to mass produce them is on schedule. Production ramp is second half of this year. The factory is ginormous.

> The new roadster? Also dead.

Elon said yesterday the unveil is in April “hopefully”

> Full Self Driving? Doesn't exist. Robotaxis?

Cars are driving passengers around Austin now with nobody in either front seat.

It takes automakers almost a decade to bring a new vehicle online, Elon just does it all publicly while everyone else doesn’t take the wraps off until the final 6 months.

Obviously everything is way behind elons hype timelines, but I do still think it’s all coming.

Re: Tesla ending Models S and X production

#743

Post by throwaway132448 »

snek_case wrote: post #736
throwaway132448 wrote: post #685

Earlier quoted context omitted.

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.

> Add why should anyone look past their opinions about the leader? 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.

Actions have consequences. Maybe an upshot of this is that people will learn not to put all their eggs in the POS’s basket.

Re: Tesla ending Models S and X production

#744

Post by bccdee »

linkregister wrote: post #279
sixQuarks wrote: post #175

Earlier quoted context omitted.

The Elon hate is really creating a blind spot for many people here. You can’t just compare Tesla to a meme stock when the founder’s side gig is launching and landing orbital rockets - a feat that even the most technologically advanced nation states have failed to accomplish. Come on people, use a little critical thinking skills.

Multiple things can be true: 1. SpaceX was an exceptionally well-executed good idea, and continues to be a leader in innovation. 2. Tesla brought EVs to the mass consumer market and proved the profitability of EVs. 3. Elon Musk was essential to the success of SpaceX and Tesla. 4. Tesla now has fierce competition in the category it defined: EVs. 5. Tesla has undergone revenue and profit reduction. 6. While it experien…

And man behind the cybertruck has not earned the presumption that he has a secret plan. If it looks like things are going poorly, they probably are.

Re: Tesla ending Models S and X production

#745

Post by testing22321 »

sebastian_z wrote: post #715

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?

If they actually work (and I’m not saying for one second they will), they’re intended to be all those.

I have no doubt there will be many tens of millions of them, it’s just a question of when. 5 years? 10? 50?

Re: Tesla ending Models S and X production

#746

Post by andruby »

jacquesm wrote: post #691
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…

Tesla benefited from tax payer subsidies.

That's true for a lot of (most?) car manufacturers?

I fully agree that TSLA is madly overpriced as a car company, and too hyped as any other type of company.

Re: Tesla ending Models S and X production

#747

Post by groundzeros2015 »

tensor wrote: post #57
NoPicklez wrote: post #5

Why is it seen initially so negatively? There's nothing inherently wrong with a company deciding to stop producing models that are extremely old, have newer comparable models that are more widely available globally and sell multiples more of. So why would you keep those older models? If anything its a good thing. But its Tesla so nothing they do will be spoken positively of.

I'm not surprised at the X, but the S has always been the flagship model with all the best features and the top performance. The 3 is a fine mid-sized car but it's very strange to get rid of your flagship model. Those always cater to a small audience anyways.

What if they have planned product lines we don’t know about.

Re: Tesla ending Models S and X production

#748

Post by el_nahual »

thelastgallon wrote: post #657

Coming up next: Tesla to end production of all cars and sell only NFT/Crypto with pictures of Cybertruck going to the moon/mars. This is the only company which provides Speculation as a Service. With a complete monopoly on SPaaS, the market cap will skyrocket to $20 Trillion. Elon will be given Nobel peace prize for saving mankind from itself as well as physics.

There is in fact one person who has won both the Nobel Peace prize and a hard-science one:

Linus Pauling. Chemistry 1954, peace 1962.

Re: Tesla ending Models S and X production

#749

Post by elzbardico »

sosomoxie wrote: post #708
Traster wrote: post #517

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…

Pure logic would dictate that Tesla has a market cap of around $5B. It's actually fraudulent that it's not, and for some reason the SEC allows Musk to lie on every earnings call without repercussion.

Welcome to 2026:

Companies routinely, exaggerate, obfuscate and mystify investors. Most of investors don't care. The SEC is a joke.

Re: Tesla ending Models S and X production

#750

Post by webdevver »

Der_Einzige wrote: post #169
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…

Dropbox really was shit, the fact that we lampoon the HN anti-Dropbox guy is evidence that this place died long ago. You really could have just done it with rsync and I'm so glad Claude Code exists to kill every other shit SaaS business that doesn't deserve to exist. Dropbox first please.

i think there's a danger here of underestimating how varied mankinds 'mindware' is at large.

for us lot who were 'born in it, molded by it' (tech), it can be very hard to internalize that there are a lot of people out there who legimiately cannot for the life of them wrap their head around a computer, or the internet, other than "wifi logo = i can video call my grandkids".

you could say services like dropbox are outreach/charity organisations that onboard the masses onto 10x productivity curves (whether they like it or not!)

and to be honest, ive become guilty of drag n dropping tarballs to/from my gdrive account when im too dumb to figure out the ssh proxy tunnel incantation (or beg an llm for one for the 1000th time.) so really, everyone wins.

im not sure claude code will change all that much for the non-technical segment. from their point of view, you changed one terminal window for another. so what? its still a black box (literally).

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