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Who is this "nobody" that bought more than half a million Teslas last year?
Who bought half a million Model S and Model X?
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The Fremont plant doesn’t make Ys, only Xs and Ss. And no one is buying the latter two.
Yeah but the OP offhand comment is a political soundbite that is technically half true and half prediction but misleading.
Building robots at that scale without any indication that the market wants it is weird. I wouldn’t want to say atupid because with musk there is no rational thought. However this is not cars where the concept exists and we know people spend 100k towards a car. We don’t know if people will even spend on a robot that doesn’t do shit. Figure is looking at 100-150k robot if built at scale, so u less they revised this est…
They’re meant to clean your house, do your dishes, do your laundry, some gardening probably mowing your lawn and weeding. The possibilities are endless. It would 100% be worth at least $50,000 if it could do those things even 85% of the time.
Give me a similar device that I own and control, one without access to the internet, and I'll be happy to let a robot do my dishes, but otherwise such robots are strictly for fools (and sadly there are plenty of those).
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They’re meant to clean your house, do your dishes, do your laundry, some gardening probably mowing your lawn and weeding. The possibilities are endless. It would 100% be worth at least $50,000 if it could do those things even 85% of the time.
There's zero chance I'll let a robot into my home to do my dishes when I know it'll be filming and audio recording 24/7 and sending that data directly back to Elon who will mine the feed and sell that data or use it against me every chance he gets. It's so much worse that the idiots who bug their own homes with "smart" assistants and ring cameras. You'd have to be crazy to let someone else's drone into your house. Gi…
An autonomous robot that I program, I update (or don't) as and when I see fit, and does not need to connect to the internet or to anything, for $20k that does dishes, or helps me lift things at the shop, and returning data to it's maker IF AND ONLY IF, AND WHEN, I CHOOSE (or dont)? Great - take my money!
An ambulatory machine with eyes, ears, touch sensors, continually watching, listening, observing, mapping, recording everything it encounters in my home and/or shop and sending all that data back to it's manufacturer "for improved user experience"? HELL, NO!
The latter, supplied by Musk, even if he's paying me $1 million per year to 'host' it? I'll buy the equipment to destroy it as soon as it comes onto my property.
I don't think there is any supplier I could even begin to trust when they require a connection. Can anyone here think of one?
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> though I’d probably opt for the Y instead This is exactly what I'm talking about. You are not actually in the market for the class of vehicle the Model S or X competed with in the first place. I'm not actually saying they are bad cars. What I am saying is that they now lack a buyer persona, which is why they're being discontinued. When the S and X first came out, $90,000 was the price of entry for any electric car…
Yeah fair points, I don’t really know the people you’re describing. My demographic wants a really good car, as comfortable and headache-free as possible, and would be happier if no one knew it was pricey. I was considering an X because of the supposedly better suspension, better ergonomics for kids/more passengers, and slightly better third row, but I think they’ve generally not focused on them enough in recent years…
I think problem with coming to your house for routine maintenance is that a shop is a proper environment for service. They have things like car lifts and equipment that are not mobile. In that sense I’d rather my car just be a car that can be serviced by the dozens of mechanics and dealerships that are located within 5-10 miles of my house.
I would also point out that this mobile service setup is not convenient if you don’t own your own private garage with ample space to work in. If you park on the street, in a lot/public garage, or have a really tight condo garage you’re SOL then. Many condo and apartment rules don’t even allow you to do car maintenance in the place where you park.
What happens if your parking space is on an incline? Or when you’ve got weather like snow and rain, where being inside a proper shop versus out in a parking spot would not be ideal?
All of these variables are why a dedicated shop makes sense. Tesla would absolutely go that route and end if they sold as many vehicles as Toyota.
As far as dealer salespeople, you only interact with them, what, once every 10 years to buy a car? Or less if you’re financially frugal.
Building robots at that scale without any indication that the market wants it is weird. I wouldn’t want to say atupid because with musk there is no rational thought. However this is not cars where the concept exists and we know people spend 100k towards a car. We don’t know if people will even spend on a robot that doesn’t do shit. Figure is looking at 100-150k robot if built at scale, so u less they revised this est…
Well from this article I got the feeling the intended customer is industrial, not domestic. There's a lot of talk about how much a robot can lift versus hydraulic systems. But I do also get the feeling that maybe Musk is just off his rocker and everyone else is copying what he does just in case he actually a genius
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From what I can see doing some quick searches the EV9 sold 22,017 in 2024 just in the US , while Tesla's global deliveries of "other models" (S, X, and Cybertruck combined, which includes over 10,000 Cybertrucks) totaled 85,133. This, critically for this comparison, includes China. The X is not competitive with proper 3-row SUVs as the 3rd row is not usable enough, and it was cannibalized by the Y which is not an upm…
> From what I can see doing some quick searches the EV9 sold 22,017 in 2024 just in the US, while Tesla's global deliveries of "other models" (S, X, and Cybertruck combined, which includes over 10,000 Cybertrucks) totaled 85,133. This, critically for this comparison, includes China. Cars in the US. As in the Taycan, A6 e-tron, and Air. Maybe the Air had more sales in '25. > The type of buyer who is actually looking f…
Can you think of any other successful cars that are being discontinued for a similar reason and aren’t being replaced with a new model? Doesn’t pass the smell test.
You said people buy because of trends…well, the trend is away from Tesla and toward other brands. I don’t see any “I bought this before Mary Barra went crazy” bumper stickers on Silverados.
As of the first 9 months of 2025 before tax incentive expired, GM sells about 1/3 of Tesla’s EV sales volume. They grew EV sales by 200% between 2022 and 2024. The #1 EV brand in Europe is Volkswagen. #1 in China is BYD. Reports indicate that the Shanghai Tesla factory is far below capacity and that Tesla has its largest unsold inventory ever.
You don’t have to agree with me on the current situation but we’ll be seeing how it all goes in a few short years
Anyone knows?