Tesla ending Models S and X production

Post by IncreasePosts » Thu, Jan 29, 2026, 4:04 PM UTC

root_axis wrote: post #795

gkfasdfasdf wrote: post #780

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> And to add insult to injury, even GM Super Cruise is widely renowned as better and safer than Tesla’s current “FSD”. Do you have any sources for that claim? I can attest that current iteration of FSD is very, very good, and very likely is a safer driver than I am. At least one major insurance company agrees [0]. I don't have any experience with Super Cruise though. [0] - https://www.lemonade.com/fsd

> Do you have any sources for that claim? I can attest that current iteration of FSD is very, very good, and very likely is a safer driver than I am. That's a damning statement about your driving skills, and probably not true or you'd have had your license revoked by now. I've had FSD for five years, and even today it regularly makes dangerous mistakes. For example, left turns and roundabouts are the equivalent of Ru…

Post by brightball » Thu, Jan 29, 2026, 4:06 PM UTC

FeloniousHam wrote: post #658

brightball wrote: post #498

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I assume the S and X are being cancelled because 3 and Y are cannibalizing them with a very close product for a much better price point. Both have premium trim options. There’s very little difference in interior space. Aside from the doors on the X there’s just not much differentiation.

I own the Y and drove the S as a loaner. The S is a noticeably better car. Also has 1000hp.

Post by rconti » Thu, Jan 29, 2026, 4:11 PM UTC

nunez wrote: post #349

rconti wrote: post #275

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Wait, an S? Why? I've got a 3 LR too and.... I just can't say anything about the extraordinarily long-in-the-tooth S excites me. Usually something is desirable when it's new, then the desirability fades as the product ages and other new, hot things come onto the market. Don't get me wrong, I don't generally lust after EVs, but I am looking forward to the R3X....

Bigger battery, larger center console and the cabin is slightly more premium. Not $76k premium but moreso than the 3. I also really like the yoke. However, the 3 is lighter, has better headlight clusters, the light accent inside of the cabin (that I thought the S was getting, but I guess not), and a marginally better sound system.

Post by malshe » Thu, Jan 29, 2026, 4:13 PM UTC

WillPostForFood wrote: post #802

palmotea wrote: post #732

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> 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 .

It isn't just about sales, it is about margin. F150 Lightning was losing money on each unit produced - they cost about 40% more to product than they sold for. Cybertruck has a positive gross margin, so even though sales are terrible, they don't have have a pressing financial need to cancel it.

Post by [deleted] » Thu, Jan 29, 2026, 4:14 PM UTC

sosomoxie wrote: post #708

Traster wrote: post #517

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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.