alt Hacker NewsThis article is written with a little bit of a journalist’s misunderstanding of a topic.
They seem to have done research but have strung together unrelated subjects due to their lack of expertise in the subjects.
As a result it reads more like a summary or recap of vaguely related stories.
For example, Tesla’s pivot to robots has nothing to do with their advanced nature of their wiring harnesses, but it’s spoken in the same breath as if to imply that a Tesla Cybertruck (which is a Model Y with paneling literally glued on top) is more similar to a humanoid robot than a Mustang Mach-E.
In reality, what has happened is that the Model S and X have been discontinued and they’re the only products the Fremont, CA plant produces. Tesla has literally nothing else they can make in that plant. They either make Optimus robots or shut the plant down.
Optimus robot production is a face saving move. Tesla barely needs a fraction of that factory to build robots…it’s a much lower-volume and physically smaller product.
I should note that none of that has anything to do with Tesla being great at robotics and seeing it as a better business than automobiles. It has everything to do with competitors catching up and Tesla having insufficient development capability to iterate on those vehicles.
Who in the buyer demographic for a Model S wouldn’t take a Porsche Taycan, AUD A6 Sportback, or Lucid Air over that vehicle?
Who in the buyer demographic for the Model X won’t take a Kia EV9, Lucid Gravity, or Volvo EX-90?
Maybe if you aren’t paying attention to the car industry you’ll disagree with me but the problem here is the Model S and X are positively ancient with about zero dollars spent on keeping them updated and they’ve become completely irrelevant to the market as a result.
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> Who in the buyer demographic for a Model S wouldn’t take a Porsche Taycan, AUD A6 Sportback, or Lucid Air over that vehicle?
I guess me, though I’d probably opt for the Y instead. I have a friend who drives a Taycan, one of the sportier variants with 4 wheel steering and blistering acceleration, and it’s nice, but it’s clear that they’re still crap at computers and interfaces, and I just really don’t want to go back to traditional car industry software interfaces and feature sets after our Tesla. I doubly don’t want to deal with a dealership ever again. Also, love their mobile service which comes to our garage and fixed a flat on two different occasions while I was working at home, super convenient. Roadside assistance was great when we got a flat in the middle of nowhere with no shops open anywhere nearby, they coordinated getting a tow truck out to us to tow it to a Costco like 40 miles away, gratis. Also, it’s just been a great car for us, extremely practical, great for long road trips, fun to drive, the autopilot works well and makes long drives much more pleasant, especially traffic. I don’t know why people confidently declare them to be bad cars - our experience hasn’t been flawless, but as a total package, it’s been the best car ownership experience I’ve had, including Acura, Toyota, Subaru, BMW, Nissans. I guess some combination of not liking Elon, and the issues from the scale-up period when they were making model 3s in tents, though those are long gone.
> Tesla Cybertruck (which is a Model Y with paneling literally glued on top)
Doesn't seem true?
> Maybe if you aren’t paying attention to the car industry you’ll disagree with me but the problem here is the Model S and X are positively ancient with about zero dollars spent on keeping them updated and they’ve become completely irrelevant to the market as a result.
In practice they essentially got replaced with the Model 3 and Y, which didn't exist when the models being discontinued first came out.
It's because of the decline in battery prices. When the Model S came out, an electric car with that range had to be that price. Now it's overpriced for what it is so they'd either need to design one which is significantly more premium while still selling into an inherently lower volume market segment, or lower the price to reflect the current battery costs and then have it be too close to the Model 3.
What they really need to do is continue to move down, i.e. release a subcompact with less range than the Model 3 but on the cheap.
Or build a truck people actually want.