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- Hacker News
- So Elon's making humanoid robots, and he's, well, Elon. Those bots are going to get given guns. And then where are we?by fragmede
- Beyond the long track record of unmet Musk's announcements, Tesla is strategically in a very difficult situation: it went from being the sole option for an electric car, to being a small mid-market player with quality issues.
- chinese companies are now exporting with 25% discount for similar quality - premium brands occupy the $80'000+ car segment with better comfort and quality - Tesla sells as many as Renault, a local European player, except the later built a strong alliance network to get scale economics.
I won't even mention the failure of the Cybertruck, which cannot even be exported to Europe due to its dangerous design.
In short: they'd rather merge now with a traditional car company while they have a high valuation, much like US West did with QWest at the end of the Internet bubble. Or else...
by harrouet - A friend of mine who's all in on Musk told me a few months ago that Tesla's business hasn't been cars for a while. It's all Optimus and Cybertaxi, where demand will be infinite and we'll all be paid by our governments to stop working since Optimus will do everything and Cybertaxi will take us anywhere. Not today, of course, but in the future. Future being explained in the exact same elastic terms as Musk does.
The fact that he was serious and thinks that Musk is the only tech CEO not in this for his own benefit and enrichment is what makes me believe that this is more of a cult than anything else.
by LaSombra - Invest the $30B into AI build-out with a company called SpaceX, nice. SpaceX invests some more Cybertrucks, nice.by boyka
- I'm not convinced Tesla's schizophrenic strategy is any worse than the strategy of the legacy American automakers, which is to sleepwalk directly into a volcano (when Chinese EV manufactures break into the market with $10k SUVs)by bpodgursky
- It's okay, we're an AI company now.by kasperni
- Sorry TSLA holders, it's partly my fault as I got my 5 years old Model Y checked by a third party garage for everything that should be fixed by Tesla before the end of the main warranty period.by speedgoose
- Look, I get that Elon wants to chase AI, but why not do relatively simple, low-cost things like build a proper 7-seat SUV that uses the Cybertruck platform - or even a properly stretched Model Y platform (rather than the six-seater L)? Or how about a delivery van on a stretched Y platform?
Tesla's product line is narrow and aging rapidly.
by rgmerk