Tesla ending Models S and X production • Hacker News Board

Re: Tesla ending Models S and X production

#871

Post by gamerdonkey » Thu, Jan 29, 2026, 5:00 PM UTC

dannyfritz07 wrote: post #737

sgjohnson wrote: post #565

Earlier quoted context omitted.

> 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 quick search verified they also manufactured batteries, solar modules, and solar shingles.

Ford Motor Company manufactured charcoal, but in the end it stayed a car company.

https://en.wikipedia.org/wiki/Kingsford_(charcoal)#History

Re: Tesla ending Models S and X production

#872

Post by frogperson » Thu, Jan 29, 2026, 5:01 PM UTC

I simply dont care how good or bad the cars are. I will never put a penny in Elon's hand. He is a despicable nazi and a terrible person. I hope he goes bankrupt.

Re: Tesla ending Models S and X production

#873

Post by gwbas1c » Thu, Jan 29, 2026, 5:01 PM UTC

hbarka wrote: post #812

philistine wrote: post #774

Earlier quoted context omitted.

Most probably because it has a radar that the Tesla lacks. That means your car has two sources of truth and can very efficiently and quickly make an informed decision about whether or not there's anything in the way.

My Model 3 has radar. It’s no longer functional and just a useless appendage. Until 2020-21 all Tesla had radar but Musk directed Tesla to disable the radar from the software stack, nerfing this hardware on tens of thousands of cars. Why? Because he staked on camera-only and to find out there’s still radar fusion would be against that. The real truth is probably they were derisking the part cost (during Covid) and th…

I don't think my 2018 Model 3 with enhanced autopilot ever used it radar for lane changes. As I noted above, it would just drive with the blinker on and a clear lane.

Re: Tesla ending Models S and X production

#874

Post by gkfasdfasdf » Thu, Jan 29, 2026, 5:03 PM UTC

root_axis wrote: post #860

IncreasePosts wrote: post #821

Earlier quoted context omitted.

If your Tesla is 5 years old aren't you getting a degraded FSD model due to weak hardware?

I took it in for a HW update in 2023. I do believe there is an even newer hardware stack since then, but as far as I'm aware the HW doesn't impact the supported capabilities.

Congrats on the upgrade - what exactly did they upgrade and what version of FSD are you running? Hardware and software definitely matters. My FSD experience applies to 2026 Model Y, latest FSD (v14.x).

Re: Tesla ending Models S and X production

#875

Post by MetaWhirledPeas » Thu, Jan 29, 2026, 5:05 PM UTC

SilverElfin wrote: post #94

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.

Having a halo product can be inspiring. A lot of BMW buyers may get a boring old 3 series but they like that the low volume M cars exist, for example.

If Tesla wanted to be BMW they could just do all the BMW things. But they are aspiring for more, so they flip the script quite often. I'm not arguing for or against their decisions; just saying that because BMW does it is not a good argument for them.

Re: Tesla ending Models S and X production

#876

Post by therealdkz » Thu, Jan 29, 2026, 5:08 PM UTC

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Re: Tesla ending Models S and X production

#877

Post by therealdkz » Thu, Jan 29, 2026, 5:10 PM UTC

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…

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Re: Tesla ending Models S and X production

#878

Post by elfly » Thu, Jan 29, 2026, 5:11 PM UTC

disillusioned wrote: post #313

jcgrillo wrote: post #284

Earlier quoted context omitted.

We "just" need to figure out the terraforming problem then we can all move to Mars and be interplanetary explorers. Imagine how cool it would be to have corporate leaders who had vision--environmentally friendly automobiles, cheap space travel, etc.--without the clammy snake oil grifter bullshit. Reality is cool AF . The things that are actually achievable are amazing. We don't need to spout nonsense to do great thin…

The Mars obsession absolutely blows me away. Like, he's obviously read KSR's Red Mars. He's obviously aware of the conditions out there. Mars is a fuckin' bummer . It is absolutely hostile to human life. Sure, we'll land people there, and maybe set up some sort of station if we really want to throw a few trillion dollars away from actual problems here on earth... but it's not going to be pleasant. Not anytime, ever.…

The funniest part is that the Mars Trilogy is hella optimistic about the tech needed to get and live there.

Re: Tesla ending Models S and X production

#879

Post by arbor_day » Thu, Jan 29, 2026, 5:13 PM UTC

Traster wrote: post #517

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…

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 not that EVs are a commodity. Competition and speculative production capacity buildouts combined with lower than expected consumer demand made the market less profitable.

Re: Tesla ending Models S and X production

#880

Post by mdjt » Thu, Jan 29, 2026, 5:13 PM UTC

diamondfist25 wrote: post #843

[flagged]

Having read through the comments I think this is pretty bad take. The vast majority of the criticism seems pretty reasonable to me. By any metric you would use on any other company, Tesla is overvalued. It trades largely on hype/missed promises. It’s bitcoin but with regular earning reports. Your inability to read critical thought and not scramble to claim mental derangement because those doing the criticizing don’t agree full heartedly with your supreme leader is pretty funny to me.