Tesla is committing automotive suicide

Why am I crying?

laughing so hard does that

I had a dream the other night where I spilt water on my crotch and just started literally rolling on the floor laughing.  I was laughing so hard I was crying. I was also wondering why nobody else was laughing at my blunder.

No its car business is going bankrupt and he is trying to mitigate the losses

The history for this company, when written, will be so strange. Tesla basically created mass-market EV's. Made them both look good and perform well enough to complete with IC cars. Not perfect, but close enough. They became a status symbol, driven by movie stars, and everyday people were willing to pay a premium to drive one. Between his personal antics, support of this current administration and "DOGE", and moving money around between his companies, he killed TESLA. The rest of the world, especially China, has taken the lead in this industry and unless something changes radically they are going to keep it for the foreseeable future. This was a massive self own.

They’re already way behind Google Waymo and many others as far as self-driving goes.

If people aren't buying his cars why would we buy his dogshit robots?

Truly the end times of an era.

Well, you know Optimus will be good at a particular kind of salute.

I agree with Fred Lambert, and it didn't need to be this way. I am sad for the Tesla that should have been.

https://youtu.be/8mWW6kRITEY

I am half tempted to go make an AI video of that.

The cars themselves didn’t exactly help. The consistent over promising and under delivering on things like taxis, the cybertruck, FSD, and that’s staying with the cars and not touching the robotics

Tesla is going to shit. It was driven by mainly by upper middle class and somewhat rich folks, but now you see them driven by the avg joe barely scraping enough money to survive. Which means they are dropping prices and discounting the product to reach that clientele.

Because analysts today are all fucking braindead. This will end well for everyone invested in the market when this and the AI capex bubble implode.

Hurry up

Not to mention their cars being the least reliable in mandatory EU inspections, and their customer service being dubious. Tesla could have been an amazing car company if they focused on quality and customers, instead of stock price and CEO pay.

At least the cars work.

And a Nazi solute.

I think its because a lot of people dumped their Teslas when Musk did the thing at the inauguration, so less well-off people picked them up second-hand for a song.

I think it’s important to differentiate between the cars themselves & the expectations built up around the cars. As the article says, the cars were ok, great by the standards of American made autos.

Go Nazi go broke, but this will be a in interesting case for the history books. Literally the first company going down because their drug riddled CEO outs himself in front of the world as Nazi!

Its not only the auguration thing literally 2 weeks later he did an online speak at a germen neonazi party conference and generally his entire stance on things. He literally alienated the very clientele who bought his cars!

Nobody is going to buy his robots.... but the US Government will! Id bet my bottom dollar that these will become primarily military hardware. Will they be useful? Of course not. But our government will give Elon a blank check for how ever many he wants to sell them. And the taxpayers will foot the entire bill.

Musk is propped up by a cabal of private equity and deep state interests. He is free to fail and those interests will keep him afloat. When he will pay the piper is when a different cabal of oligarchs and politicians take power. Then he is most likely going to end up broke and in jail.

S and X demand didn't die off, he just made the difficult decision to replace that capability for a robot that no one wants. Blink blink

That will for sure be blocked on every AI, except Grok.

The article is not really correct on that point.

The actual founders of Tesla were great, and the Roadster and original Model S reflect that. Model 3 was in the original plan. The more Musk got to run things his way, the worse the cars got.

He better hurry up, it's not likely whoever becomes the US President next will want (or be able to) shower Tesla with rich government contracts for vaporware.

Keeping Elon employed is suicide.

Hes a master mind genius

This was so unbelievable stupid. Tesslas are still considered good EVs in northern Europe where I live, but a majority does not want to be associated with the brand because of this single event. It is the ultimate proof that elon is not a genius, but an ultra wealthy man who has made his personal brand out of alot of other peoples ideas and inventions.

Don't worry, full auto self driving is coming next year suckers, I mean customers.

Like CBS today, I no longer think Tesla exists to be profitable.

“Here’s what makes this so frustrating: Tesla didn’t have to choose. The company could have spun off its AI and robotics efforts into a separate entity, call it Tesla AI or whatever, while keeping Tesla, the automaker, focused on what it does best: building and selling great electric vehicles and accelerating the industry’s transition to electric transport. Or it could have done the reverse: spin off the automotive business and let Musk pursue his AI dreams with the parent company. Either way, there was no point in letting great EV programs die. Tesla could have continued to invest in electric vehicles, leverage its expertise in batteries and power electronics, to accelerate EV adoption and stationary energy storage deployment, and could have licensed “Tesla AI’s” technology to integrate it into its vehicles. Instead, Tesla is letting a highly successful automaker wither so it can chase autonomous robots and robotaxis that may or may not work, may or may not get regulatory approval, and may or may not find a market. This is a company that delivered 1.6 million vehicles last year. That has a global Supercharger network. That has brand recognition any automaker would kill for (up until last year). And it’s being sacrificed on the altar of Musk’s next obsession.” ————— Shhhhh! I believe it was Sun Tzu who said “don’t interrupt your enemy while he’s making a mistake”.😁

This! Tesla had such huge potential around 2015-2016. Then the moron started making his absolutely ridiculously absurd claims and promises and every other moron ate it up raw. If only Tesla had been allowed to focus on what they do best; innovate and mass produce, we could have had an automotive revolution by now.

At least the cars exist.

Don’t forget what he did to Twitter.

I agree, but if - and it’s a big if - Tesla had made a maintenance guide, the rejection rate would be a lot lower. In Denmark at least, the rejection rate is catastrophic high because owners do not service their car.

And I’m here for it.

With his Twitter take over and the cybertruck, the two most significantly musk-led programs we’ve witnessed, we’ve all seen the reality of musk’s intellect (or lack thereof). And with his antics we’ve seen musk’s morals (or lack thereof). musk is a horrid piece of shit who has been a monumental waste of time and money for the advancement of 21st century society. And it’s more than a waste, he has regressed us, helping to advance bigotry, divisiveness and violence all across the western world.

He promised a $30k robot that could perform household tasks. Wealthy people would buy that. But it will probably be a $60k robot with a remote driver in Bangladesh and an expensive monthly subscription. In spite of that it will deliver late and underperform.

Heck no, it didn't. Ex Tesla employee here. When I was working there. They were so many young and old bright minds that was working there. We all at once believed that we were building a better future. Like any company you can be hamstrung by the bad decisions by the higher ups. Eventually all the bright minds ended up leaving and starting their own company (Rivian) or getting burnt out. Last time I talked to my ex co-worker. He mentioned how the whole work environment mindset is "I'm here for a paycheck".

We're going to need a term for "intentional friendly fire against robots" because I bet it will happen a lot.

Not to mention the aesthetics haven’t had a major refresh…ever?

We absolutely won’t. We won’t ride in musk’s inferno-death-trap robotaxis and we won’t buy his Optimus Prime robots. I won’t buy or use anything associated with Nazis. Fuck musk.

And musk’s Tesla will only get Waymo behind.

I used to think, sure Waymo is cool, but it's San Francisco/Silicon Valley or Seattle, Phoenix, Boston, Austin, Atlanta, etc. You know, cities that are major tech hubs and worldly coastal city and stuff; it's still just not the real world. Anyway, Waymo has entered so many markets it's now in St Louis, Missouri. A sprawling suburban city in the middle of the country where unless you're at the airport you might have to wait 15 minutes or more for an Uber/taxi to even get to you. Tesla isn't ever fucking catching up to Waymo.

*"Our company's future will be only autonomous vehicles (with technology that we can't get to be autonomous), and useless, expensive robots that nobody wants or can afford.”* Have another hit of ketamine, F'Elon

The teslabot is far behind the competition also.

Hey. Soldiers will be served popcorn on movie night. Isn’t that useful?

Repurposing large-scale auto manufacturing for humanoid robot production is a legitimate ethical red flag. History shows that automation often emerges to reduce human involvement in morally difficult tasks. In Nazi Germany, mechanized killing systems were introduced not out of necessity, but to increase efficiency and reduce psychological strain on perpetrators lowering moral friction through distance. This isn’t an accusation of intent, but a warning about structure. When technologies are designed to scale while removing human judgment, dehumanization becomes easier. Humanoid robots built with the same efficiency logic as cars risk being deployed in roles where human presence once served as a moral constraint. The concern isn’t paranoia it’s that systems capable of distancing humans from consequences are inherently vulnerable to misuse.

musk may have only delayed the start of his prison sentence.

The body design and large panels means that they're not really repairable - you basically just replace large parts of it. They're very expensive to repair, even more than a BMW.

The early years of Tesla and Musk were unlike anything seen in the modern automotive industry. He could have gone down in history as a revolutionary auto industrialist. Car manufacturers had failed for ~20 years to make EVs profitable. Not only did he do that, he also changed the retail industry with direct to consumer selling of cars. Then, the X with gullwing doors was another industry home run. Not the doors themselves, but it showed the bean counters that taking big bets was not only possible but any team could do it. The Model 3 was such a huge shift and to my surprise Tesla pulled it off. The S, X, were low volume, high end cars. Going from that to the 3 wasike Ferrari building a Toyota. And Tesla did it. His hubris caught up with him when he thought he was the genius behind all these without the help of a great team. And you can see that in the models since.

And go a decade with the same designs

It is obvious that FSD and robotaxis are really not working hence Musk pivots to other moondreams.

All he had to do was come out with a strongly worded statement afterwards saying that the salute wasn’t intended to be a Nazi salute and that he strongly disclose any Nazi beliefs. The fact that he didn’t do this, despite the fact that this single move cost him literally millions of dollars says so much about his beliefs.

>unless something changes radically Presumably Tesla shutting down two car lines to build a billion robots....

Excuse me! Put some respect on the Giga casting panels that are so revolutionary that no one else is able to copy them. /s

They can't update the aesthetics using OTA updates

And I’m guessing after this announcement, the stocks will go up again

if the Tesla Robotaxi is a standalone service I’ll never ride in one. I’ll use a competitor or walk in the rain but I can’t support that man.

What do you mean by rejection rate?

It’s literally what many people think any time they see a Tesla. You may feel differently, but it has definitely has a MAGA/racist/Nazi vibe.

No man, what you're seeing are 7 to 10+ year old shitboxes being driven by their 3-4th owner or someone's high school kid. The Model 3 came out in 2017. Cars.com has old used ones starting at under $5,500 and there's a 10+ year old Model S there for under $6,000. I've always said at some point in time rich people won't want to spend $100k on a new Model S when people who aren't car guys can't tell it apart from an old Model 3 someone is sleeping in at 2am in front of a Walmart. And here we are. The Y is now 5 years old so used X/Y's are now starting at under $15,000.

Failing the annual/biannual mandatory inspections I suspect

Tesla is essentially a ponzi scheme. It may have started with good intentions but the wealth and popularity it generated for Musk, where he got to the point that he could literally send a tweet and move markets. That power changes things. Say waht you like, regardless of reality (Silicon Valley essentially realized it can get people to buy imaginary things at this point, and they do) it got to the point where Tesla's were not the product anymore. They didn't innovate. Things don't have to even exist. You just have to continue to believe the story that they might. That idea has gotten this stock to remain high for 10+ years. I'm not sure how you can run a car company and not redesign a car for over 10 years and expecting to compete at all. They rested on their laurels, and Musk's storytelling (a man that certainly lies to himself) and didn't do much as competition, that was clearly coming rose around them. In a way this is Tesla admitting their days of making cars are over. Tesla didn't really commit suicide. They do not care about improving their products. They being Musk. Musk cares about being the richest person in the world an telling the world what it should be.

Irrelevant because they are more meme company than automotive company. Just need to cook the books and maintain the PR long enough to cash in his 1 trillion payday and continue to sell his stock quietly on the private market until it becomes like a penny stock dump, it’s wolf of Wall Street strategy but a higher level

Greater Fool Theory at work

Good.

Lol, those super cheap ones are because they have salvaged titles or stupid high mileage. The 15k ones are either just about out of warranty or about to be. Why buy one out of warranty for 15k when you can spend 25k for one with warranty. Model Ys and 3s are definitively affordable and priced relatively low brand new. Is what isnt affordably though is when they are out of warranty because the batteries can go at any time which costs 12k for a replacement.

But hey, once they build those robots, they’ll finally be able to use the wasted Cybertrucks. The worst possible robo taxis ever are coming!

The stock has only gone up since then. It hasn't cost him anything.

Tesla investing in xAI is weird to me I don’t believe they’re a robot company - and if they are, China is better at it anyway

People are buying his cars. Sales are dropping, but it's still a lot. I have no idea who is buying them.

The nazi salutes? Two of them?

Musk's net worth in January 2025 when he did these salutes was $400 billion. It's currently over $700 billion. It hurt Tesla vehicle sales. Tesla vehicle and energy sales account for \~5% of Tesla's market cap. It didn't hurt Elon Musk in the slightest. Funny enough, it was 3 days prior to the double nazi salute at the inauguration rally when he admitted to cheating in a video game that was produced by the company that bailed out Tesla in 2017 when they were on the verge of bankruptcy.

Remember the "cyber-bus) or whatever it was called? Tesla has been all smoke and mirrors for a decade. The only thing odd about it is how it kept people fooled for so long.

The story in the history books will be that people fell for his lies over and over regardless of how blatant. People had such strong belief that they reasoned to protect their belief instead of reasoning to a belief. Monorail Monorail Monorail!

I see what you did there...

I just bought mine today. They are getting out of consumer car business and pivoting to taxis. They will charge so little it won't be worth owning. They will own everything.

So instead of a huge backlog in unsold Cybertrucks, they will soon have a huge backlog of unsold Optimus robots.

Ex Tesla too. Totally agree. The robot is a fantasy, they are probably using it as an excuse to eventually close the Fremont factory.

Define wealthy. I know plenty of upper middle class folks that can't afford to spend money on frivolous shit like that and still do all their own chores. Actually rich people just hire help. I don't think there is actually a market for these in the consumer space unless the price came down so drastically they were like 10k.

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Yes they fail inspection mainly brakes issues and under dimensioned steering rod and control arms.

It's the first thing they'll train it to do.

"Quick, we are failing our promises to investors, and we've been doing it long enough that they don't believe us anymore! Analysts won't rate us a Buy when we're losing the electric car battle! What do we do?" "Promise something completely different and hope they don't notice?"

He could have done that but he would still be the number one spreader of conspiracy theories and right wing propaganda on Twitter. Not to mention openly supporting right wing parties in Europe and the replacement theory.

The author sounds like he's really upset that Tesla is abandoning its automotive business. Does he even understand how badly Musk has damaged the Tesla brand? The cars are poorly built with cheap materials, there's nothing to be upset about the brand being abandoned. He should be happy to see that many other companies have already built much better quality EVs, and the future of the EV industry is assured.

The people won’t be buying anything. Instead our tax dollars will be purchasing it all in the form of government contracts. Just like spaceX

Stock price doesn't make up for the destruction of the Tesla brand and it's products. It won't remain high indefinitely. The future of Tesla is grim.

A sex robot with a remote driver? This sounds plausible

"**Tesla Semi** — Still not in volume production after years of delays" ...there are only so many doritos Frito needs to move from Reno to Sacramento. Everything else is too heavy for a TS.

I dont think people will out a somewhat useless robot in their house that: 1) Streams all its data back to X 2) Films while changing diapers 3) Doesn't know what hygiene is. Cleaning garbage and preparing food one after the other. 4) can be hacked to attack or just sell scans of all your posessions to companies or theives.

In all honesty, Joe Rogan elected Rumpo, Elon, not so much.

Sorry for your loss.

Tesla used to be the Green virtue-signalling automobile for the upper-middle class coastal elites. Then Elon got involved in car design, and it turns out trucks designed by pre-adolescent boys don't sell to Texans. Then Elon got involved in politics, and it turns out Hitler is unappealing to the coastal elites and Texans. But Fanbois and the VC community still love him.

Same reason as the Mars program. He wants the margin on the gov't contract for a 40 trillion dollar town on Mars.

I just saw some announcement that space x is "potentially" going to merge with TSLA. Stock goes up 3% lol

Musk moved Incorporation from Delaware to Texas when the Delaware judge threw out his compensation package, but in Texas there is zero concern for investors... Here we are.

I don’t think Musk got bored, though. I think he realized that Tesla being merely a car manufacturer would never make him the world’s first trillionaire. Every single thing he does is in pursuit of more money and more power.

What else is new?

Attention all: ANYONE INVESTED INTO INDEX FUNDS IS SUPPORTING THIS NAZI FUCK. Pass it on, and act accordingly.

Elon is a pathological liar. Remember when he said all Tesla owners would be able to put their cars to work as autonomous Taxi’s? Or that self driving Teslas would be a thing 🤣

When it crashes, it's going to 🔥

Elon likely has government contracts and like so much new technology it will slide toward military and police function

The problem with economics is you can never really run a true experiment. We can never know what would’ve happened if he didn’t do the Nazi salute.

Tesla isnt car compant, remeber...

What killed it for me was him cos-playing as a #1 gamer. Getting found out in the most pathetic way imaginable. Made me wonder how he actually ran his other businesses.

No. Fucking. Shit. Why buy one for $15k when you can buy one for $25k? Tell me you've never worked 3 minimum wage jobs and slept in your car between jobs without actually telling me. I only had to do it until I was a few years out of college. Shit people now are doing it so they can feed their kids. Yes, cars in these price points are guaranteed to be absolute shitboxes regardless of who made them but they're driven by people who are fucking desperate and can't afford anything nicer regardless of how cheap something nicer is. No one buying them gives a fuck what those replacement batteries cost. The hope is always that they'll just run for a year or two and when they stop running or get too expensive to repair, you park them, take off the plates, walk away and go buy another shitbox. And old Teslas that look damn close to new Teslas have devolved to the point they're sitting on "Buy Here/Pay Here" payday loan car lots now. And nobody at the country club wants to be driving a car that looks uncomfortably close to the cars their cleaning people are driving.

Yes that is weird. I sold all my Tesla when he did the salute. I had a lot, had been holding since 2014. If you continue to fill a balloon with hot air it will pop eventually... not sure when though

Because it will have Full Task Capabilities (Supervised)

Tesla’s Q4 2025 earnings call made one thing painfully clear: the company is no longer interested in being an automaker. - Because Tesla will never be able to fulfill Elon’s stock-juicing promises.

At least the cars don't have a mystery box about 4' cubed in the backseat that smells like exhaust and gets louder whenever it accelerates.

ha ha! :-D

Same way it popped last time. The S&P corrected 21%. Tesla corrected 56% because the stock price is reliant on the market indexes retaining their high valuations, and large flows into S&P and tech index funds.

Are you suggesting he'd be up to a trillion by now? Doubtful. If car sales were higher as a result of him not doing the salutes, it would impact the small 5% of Tesla's market cap that the vehicle and energy divisions are represented by.

Buying a Tesla M3 or Y serves a specific purpose. The lack of competition from Chinese EVs leave buyers with few choices. The Optimus robots are more equivalent to the cybertruck: an overpriced solution in search of a problem. Very few will buy them.

Wealthy isn't upper middle class. Wealthy is someone who has a full time personal assistant. That said, I know some of these people. They would 100% not take a robot - it's about control, not about tasks.

I’m not rich, but I would buy it as promised for 30k,  but we know it won’t be 30k and won’t be as promised.

I figured model S and X were the popular ones. This is wild

Been saying this for a while now. P.S. It has been quite a journey to see Fred evolve from Tesla fanboy to Tesla skeptic.

This happened in 2015

S&X will be incorporated into SeX bots

People who are struggling to feed their families or working 3 min wage jobs typically don’t buy Tesla. Cheap ones or not. And if they do, then their financial situation was inevitable, Tesla or no Tesla. So your argument is a straw man.

The stock price is up after hours because of rumors that Tesla may merge with SpaceX and/or xAI soon. The grift continues. Edit: [source](https://www.investors.com/news/tesla-stock-rises-elon-musk-spacex-reportedly-mulls-merger-xai/)

No. I am saying we simply don’t know. There is no way to know.  Also, that 5% logic only works on normal stocks. Tesla is a meme stock. Completely unpredictable.

"We all at once believed that we were building a better future." My friend, you \*were\* building a better future. Without your efforts, we wouldn't be close to where we are with EV adoption. Companies come and go, and fascist egomaniacs (like Henry Ford) are born and die. But there was genuine innovation at Tesla that made high volume EV production possible -- you should be proud of the work you did, even if Tesla has become one of the worst brands in history.

Elon plans to continue his autonomous grift through a different platform - robots. He’ll deliver a half ass robot and promise the next update will be amazing and it’s come “next year”. Then another round of Beta → supervised → next grift.

It did cost the company an enormous amount of actual money. Sales in Europe crashed hard and have not recovered. The stock price is staying afloat due to AI promises, but now they have less money coming in to deliver on those promises.

Agreed. But the consequences of his actions hasn't hit yet.

Microsoft just got hammered over their capex costs and the lack of revenue from spending billions of dollars on AI datacenters.

They’re not abandoning cars because Musk is bored, they are doing so because they can’t operate a car business profitably. Or they couldn’t if it weren’t for selling regulatory credits, if they were properly investing in a new model pipeline, if they had an auto industry valuation rather than a tech industry valuation, if they couldn’t rely on their bonkers valuation for stock-based compensation, and all the other smoke and mirrors shit they pull.

I hope so, but so far he has yet to suffer consequences.

"not because it failed, but because Elon Musk got bored and found new toys." - Not so sure about that assessment. I would say things got challenging after he outed himself as a NAZI and made a concerted effort to hurt innocent people.

Tesla have lost 2/3 of their profit margin in 2 years.

> This was a massive self own. QFT

Literally all he had to do was put the work that went into the CT into a full scale update of the model s and model x. Lux up the interior and add 800v. Stop cutting their costs, dump the stupid falcon doors. Then add an optional HUD to the model 3 and give it the same drivetrain upgrade. Now stretch the platform 12" and build a full size 3 row SUV. This stretched platform can now turn into a pick up truck ... Both of which you make actually fit your urban luxury vibe, not meant to go to Mars or whatever. Just own that they are status symbols and make them cool ones. Oh and don't go publicly alienate a huge portion of your customer base. I will happily sign as Teslas CEO and will accept substantially less in compensation than what Elon is making.

> still considered good EVs in northern Europe No they're not. Northern Europe has mandatory safety inspections, and Teslas are a total shitshow there. Not to mention the well known usual complaints re fit and finish, cheap materials, poor UI etc.

I would like to know what metrics they used. I’ve only been in 3 Teslas - 2 model 3 Ubers, and a friend’s model S - and they struck me as cheaply finished rattle traps that lack any sort of design cohesion.They do go fast in a straight line though? I’ve always kinda thought they were shit.

Boy some people will just believe anything hey

The valuation and the PE ratio do not make sense for only a car company with declining sales!

So is Elon going to demand protectionist trade policies for robots too now? Because China will destroy him in that field too.

And then there's Tesla's philosophy of all software controls. Ergonomics are thrown out the window, but people lap it up because "it's the future". No it's not the future. It's shitty ergonomics present day.

💩💩

The one I was in as an uber had one of the least comfortable rides I’ve ever had. It was comparible to an old steel rollercoaster and I nearly got carsick.

Exact same.

Ah. Another taxi service. Just what we need.

The Sooner the better.

These are not the droids you are looking for…

Tesla could stop all operations completely and stop all sales, and the stock price would still go up.

I'll tell you who will buy his dogshit robots. The same chuds who bought his dogshit Cybertrucks. It will be the exact same morons. I wouldn't be surprised if they both end up with the same sales figures. Pretty soon we'll see the robots driving the Cybertrucks, it's all very predictable.

Wild to watch a successful businessman go nuts and drive his empire into the ground in real time

They will also be monetizing all the data its mic and cameras gather.

They'll be looking for blackmail material as leverage to turn people into their slaves.

Tesla has provided a technology roadmap that will shape cars for many, many years: batteries, charging, charging network, regenerative braking, software-defined vehicles, zonal architecture, massive screen infotainment, meaningful app interactivity, stable and frequent OTA updates, gigacasting, probably a whole host of other things I’ve missed. The Chinese have learned aggressively and are now taking the spoils that should have been enjoyed by Tesla thanks to Musk’s repellent (and self-damaging) politics, going out on a limb with robotaxi and robotics and releasing a cybertruck that was so far removed from the specs and pricing they announced that they turned what could have been a huge winner into a massive fail. Musk really did snatch defeat from the jaws of victory. Very frustrating, very disappointing. The silver lining is that their innovations will shine on through the work of the Chinese and the legacy vendors that have decided to invest in EV development.

The only market will be for pretentious fuckwits with more money than brains to buy them as conversation pieces which will be tossed away in less than a year when the novelty wears off. They'll be little more than oversized Tamagotchis.

Ya, if someone \*else\* made a $30k robot that could actually perform human tasks, I would go for one assuming I had assurance it was self contained and not sending data back through the cloud.

Yeah, giving up on a product that is actually useful and that people are buying to switch to something that's not even ready to sell yet makes no sense other than a means of perpetuating the grift.

Yep too much focus on bells and whistles, software, not a quality car. I bet they just didn’t want to invest in designing another platform and figuring out how to quality up to par again.

They have, but they are still selling cars. I have no idea who would buy one.

For now.

>As the article says, the cars were ok, great by the standards of American made autos. I know someone who had a problem with the sliding door on an American-made minivan. The company diagnosed the problem, tracked it down to a specific machine in the assembly factory, fixed that piece of equipment, and identified all the cars affected by VIN number. I've never heard of Tesla attempting that level of troubleshooting; they seem to be more focused on shoving cars out the door and letting customers deal with the results.

How else can Musk keep the hype up and kick the can down the road? The last thing he wants is an actual balance sheet- those are real and therefore hugely dangerous. Only the truly enlightened can see past these "relics" of accounting to a future where the next best thing is always a year in the future but we need the money now thanks

Right? Every major car brand has like 5ish year runs with major marketing campaigns saying shit like "Experience the all new 2026 CarBrand Nouner". Most of the time the aesthetic changes are pretty minor, but they're *there*. I'm not saying that's "right", but damn teslas have looked basically the same for like 15 years, and they absolutely look dated

Vehicular self-slaughter.

Thank you man. I wished more of my ex co-workers can read what you wrote.

I don’t think he cars about the cars. They were and means to an end. The CA plant is replacing one of the model lines with robot manufacturing https://abc7news.com/amp/post/tesla-ceo-elon-musk-stop-production-models-convert-fremont-california-factory-produce-robots/18495745/

they have superior software and efficiency, a lot of people dont care about the ”computer on wheels” crap hardware aspect. I despise tessla, just seeing and speaking the truth. The nazi salute cost tessla this market pretty much

M*sk killed Tesla even before the nazi salute and ”DOGE”. When other car companies were trying hard to design small and sizewise efficient EV to finally have something good to people who lived in cities Tesla axed its Model2. Well now it is too late, Worlds second largest ev manufacturer Volkswagen group is releasing ID. Polo and Cupra Raval finally this year and Tesla does not have anything.

For me that put the nail in the coffin. Once I saw him do that, unapologetically, i vowed never to have anything to do with him or his companies.

The giga casting (yes stupid name but whatever) refers to the parts of the car body holding the axles, motors and some other parts which Tesla makes as a single cast part instead of a complex welded assembly like most other cars (though some manufacturers are starting to copy the approach). If you ever have to repair *those*, you‘re a) most definitely not doing that at home and b) probably looking for a different car anyway because this one is otherwise a heap of crumpled metal.

story of a con man. Tesla only exists because of govt subsidies and defense contracts obtained based on lies. All propped up by the insane stock price which is manipulated by lies, idiot investors and the endless hype. he has lied, stolen billions, comitted multiple crimes/frauds. its a joke that a 50K Tesla today doesn't have basic features a 25k car has had for so many years. Never mind comparing to an actual luxury car which Tesla never was. the record for quality and safety is terrible. the mystery is how investors still prop up the stock.

People in Cuba are maintaining decades-old cars using whatever spare parts and scrap metal they can find. Do you think a "gigacast" car could be similarly maintained decades into the future?

He absolutely used to care about the cars, he‘s just moving on to what he considers to be the next big thing. This is not some sort of multi decade masterplan.

So many people are saying how stupid musk is as a car manufacturer. Wrong. He is a genius, but it’s now for what people seem to understand; he is astoundingly knowledgeable about walking on the backs of others to achieve his financial goals. He is a genius of knowing how far he can push corporate law in his favor. He is a genius of defrauding the American people by gaining governmental dependence on his products and promises. He is a genius at sucking people in with a BS vision of the future based on unsuccessful ideas we can see on Jetsons reruns. He is a genius at making people believe he is a genius by confidently and energetically making people believe he is the source of his good ideas, which are based on other peoples’ thinking. She is a liar and a thief…and too powerful to challenge.

I think the Nissan leaf will eventually play a bigger role in the story of EVs when musk isn't the one telling the story.

The idea that anyone would leave a mechanical machine free access to their baby is insane. It would be like leaving your baby unsupervised at the top of some stairs above some molten metal. Fucking stupid. Tesla fans won't care though, they'll see it as necessary risk to the furthering of humankind.

> Buying a Tesla M3 or Y serves a specific purpose Yes, that purpose being to indicate to everyone that you have zero critical thinking ability, willingly give money to a fascist and have incredibly inadequate genitalia.

I agree. One thing I did love about Elon... was that he set goals that other businesses viewed to be impossible or stupid to aim for... because they were so hard to reach. Then managing to convince people to invest for the long time horizon in it. A bit "fake it till you make it" but not unscientific..., just on a super-large scale. Him turning a autocratic lunatic killed all that for me.

I think so, yes. The welded assemblies used in those places by traditional cars are also permanently joined together and designed to be replaced as a whole if at all. You can still sand off rust patches, weld over holes etc. It certainly won‘t meet modern safety standards at that point, but neither do the repairs they do to current cars. But bodywork the smallest problem with maintaining EVs in a backyard shed. As soon as anything goes wrong with the drivetrain you really need to know what you can and can‘t touch so you don‘t fry yourself. It‘s kinda like working on an ICE car where you can‘t turn the engine off. And of course as soon as something goes wrong with the battery cells, the battery management system or the power electronics you‘re not fixing that without spare parts. I think the junky held together by duct tape third world version of EVs will look a bit different from what we‘re used to for ICE cars.

>The company could have spun off its AI and robotics efforts into a separate entity, call it Tesla AI or whatever, while keeping Tesla, the automaker, focused on what it does best: building and selling great electric vehicles and accelerating the industry’s transition to electric transport. This is where the article is wrong. Tesla is not a car maker, it's a meme stock. it's product is hype, not cars.

Dude’s getting old, gonna turn rent seeking like all the other oldies. Nothing new.

Both Tesla and SpaceX 's best products aren't sold to anyone. They are their ability to build and iterate factories. Shutting down S and X makes complete sense. It's not even about transportation as a service. It's about all labor as an automated service. Productivity has rocketed compared to wages across the board in the US. This is just the next step of consolidating wealth and power to the top. I wouldn't put my faith in Elon to get a universal basic income started though, that will take class consciousness and a fight.

Don't forget Starship! The Falcon 9's have an excellent launch record because Musk didn't have anything to do with them, but Starship never meets its goals and explodes on the regular - that's Elon's baby!

You buy a car out of necessity – no one have 30k to spare except for wealthy individuals, undoubtedly they’d rather pay real humans because it’s more likely they do a better job doing household chores anyways. I’m guessing factory work and other high risk jobs are the main selling points. Honestly seeing the progress or rather the lack of it from Tesla, I doubt many serious companies will invest in the ecosystem other than YouTubers and companies with nièce industrial applications. My money is on red on this one – it is undoubtedly the beginning of Teslas decline into self inflicted bankruptcy where no amount of AI-investments will do anything positive.

If it were $30k to buy a robot that would actually do what is promised, I’d drop the money in a second.  But we all know that it just isn’t going to work for a very long time.

Musk likely thinks there is more investment for his AI and non-optimal Robots. The investment money for cars is dwindling. He can also likely sweet talk Trump to get subsidies for his robots.

I think Tesla is just slowly killing itself from the inside out. Robots are NOT the future. No one can afford that, at least not enough people to make it profitable and sustainable. I can see them selling it to you and then being like it’s $100/month subscription to make it actually operate with AI functionality. GTFO

😂🤣😂 could not happen to better Yazi

it crashed $200 immediately after that salute to the GOP winners. but somehow ... Musk has returned.

Tesla – the Model S – was Silicon Valley's first serious effort at a car, yes.

yup, Elon realized he didn't actually want to grow the company past 2M/yr in unit sales, the legacy support side just takes over the business.

I went from a 2015 LEAF to a 2018 Gen 2 LEAF to a 2023 AWD Model Y. Nissan had the future, but didn't have the capital, managerial, or technical chops to get the company there. Tesla and Nissan were operating in the same space at the same time. Tesla went high, Nissan went Versa basically.

the factory line announcement was just a fig leaf / smoke on starting the roll-up of the Fremont factory. With cybertaxi, there will be no reason to operate in Fremont any more.

He’s still the richest person in the world. I dont know how he conned the board, but he is good at getting paid

How are owners going to get repairs done in the future? I can't see anyone buying one now - even used. What an insane move!

If this isn't cheaper than a cleaning service there won't be a large consumer customer base. the market for this is commercial. baseline cost for a human employee working an 8 hour shift in a non-skilled role is about $50k a year. if Tesla can get the annualized cost for having a robot in service to less than that, they'll sell an infinite number of units. if they can't, they'll sell zero. I'm guessing it will be the later.

Great

China is going to dominate the EV market anyway.

Dont worry. Im sure they will be "to big to fail." And the fed will save them

Model Y owner reporting in. I originally reserved a Cybertruck and waited years. I wanted the Tri-Motor with 500+ mile range for $69k, and when we got offered the \~$ 130k ish with 470 mile range with the range extender battery that took up half of the floorspace for the bed, I bowed out. Utterly disappointing. Still wanted a Tesla, so I bought a Y instead, hoping a viable truck option would become available at some point in the future. And wasn't the new Roadster presented to the public NINE years ago now? With the recent investor call, and the abandonment of the S and the X, my Model Y is my last Tesla purchase. The thing that makes me nervous is there were no details on spare parts going forward fort the S or the X. I would think Tesla would have announced new S and X platforms by now, but nope. So what happens to the spares for my Y when Elon cancels Y production for whatever thing he wants to do next? For a car, I want consistency from the company, I also want long term support from the manufacturer. Thankfully, I have a lot of other EV options to choose from that are backed by rational manufacturers. The Subaru Uncharted looks awesome, as does the new Scout and even the Rivian R2.

Eh, I don’t disagree but let’s add some more color to what the history books might say: Elon musk and Tesla have never run a “successful” business that wasn’t subsidized or made possible by government handouts. Tesla wouldn’t exist if not for ridiculously humongous tax credits, zev credits, and about a thousand other government programs. I’m not saying they were bad per se, nor am I faulting Elon for taking what was given, I’m just saying he didn’t create a sustainable business by itself. Some of the tax credits go away and he posts a negative revenue year and doesn’t even talk about trying to turn it around- instead goes all in on new fantastical robots and robotaxis. And he hasn’t even delivered the semi or the roadster yet. And his last product was the CT disaster. Honestly, making a product that doesn’t pencil and forcing it to profitability with government subsidies is kind of his model. And let’s be more honest, it has taken a tremendous amount of interesting accounting to get to where they are. And while Gaap shows profits, the amount of capital invested to make relatively small sums of money in what is looking to be an increasingly short lifespan is not impressive. SpaceX is successful but it’s largely a government business also. Not saying it’s bad, it just is what it is. So I guess my point is, the book when written and if written fairly I think will give credit for helping establish EVs but it’s eventual failure will probably include some self inflicted wounds that accelerated but weren’t ultimately responsible for its failure. The failure will be due to the fact that Tesla was a first mover and was critically dependent on subsidies, both of which eventually dwindle.

Denmark and a lot of EU countries have mandatory safety inspections on cars, once they are 4 years old and then every second year. Basically the car is certified as roadworthy. 7% of all EV’s in Denmark fail. Tesla Model Y has a 45% failure rate and 38% for the Model 3.

welded... or BOLTED/SEALED assemblies which can actually be removed and replaced, instead of warping the whole damn thing.

Thank you for the explanation

The entire situation we’re in is a multi-decade plan. I wouldn’t put it past him…

It became a cult….. follow me….cant say anything bad about me…. I am right….hmmmm….. its true

Its incredible the board of directors and stockholders are letting him destroy the company.

Who cares Elon is a pedo

Chinese EV will never enter US market no matter it is Democrat or Republican in White House.

Their vertical integration makes it hard to develop new models.

We already have Greeley cars here (Volvo, Polestar, Lotus). Other than tariff them out of existence, there isn't much they really can do except give in at some point.

But but Elon’s a genius?!?

If he sticks with EV, he has to answer each quarter why sales are not growing. He can't grind that out. People is going to scrutinize margin, profit, growth. If he promises trillion dollar market on robotaxi and robots. Each quarter he can just show a few new things and push the date out. It will be easier on investors to hang on hope than seeing a fail8ng business.

The writing has been on the wall for a long time, in a way. Back in 2015 he was already talking about how tesla wasn’t a car company, it was a green energy company, and cars were just a means to an end. I remember hearing back then that eventually tesla will pull out of the automotive sector and become solely a solar / battery storage company, but I can’t find an exact quote for that. https://www.ieyenews.com/heres-elon-musks-plan-to-transform-tesla-into-an-energy-company/ Issue is, they’re pulling out of the automotive side even though the green energy side is absent. The solar roof tiles and powerwalls have completely stalled out, so to this day without the cars the company would have almost nothing to show for itself.

It’s like when game of thrones ran out of source material to adapt.

still employee, Fremont is mostly prototype land last I was there. Reno and GFTX just have more room to grow, Fremont is locked out of expansion mostly so it gets less love unless you build up and building anything in CA is costly. Unitree is going to undercut Optimus, Figure AI and Boston Dynamics currently have the upper hand in the tech stack. Major problem will continue to be production volume woes that will still be adv towards cheaper Chinese companies mainly Unitree.

This. I’ve long said Elon’s secret sauce is the willingness to risk his money on (more or less the right) moonshots and to inspire (and pay) a team to actually go for it. He presumably bought his own reputation at some point, and his public obsession with far right politics and unsuccessful overstepping of his actual abilities has likely prevented him from doing that in the future. He used to bridge a gap in modern capitalism’s obsession with the next quarter. Now it’s just question of how long that moat takes to wear out (and if anyone can salvage what’s left).

But the STOCK VALUE?! You haven't the STOCK VALUE!!

Silly rabbit. Guess he didn’t write a good enough prompt to get that answer

You can see the business plan shifting. Check your neighborhood for new Tesla charging stations. They are going in at an astonishing rate. Meanwhile their cars are piling up in lots. And are well known to be junk.

It was never about sustainability or even about cars. It’s about money and scam and more money and even more scam. Finally it’s not even about people or human existence. We are just Deplorables in a dystopian game of billionaires.

As the fanboys will tell you Tesla isn’t really a car company. Its main products are CEO pay and wishful thinking

Don’t forget ‘Girls FTW’ in the Epstein files either. What a pathetic loser that the world’s richest man can’t organise his own pedo party…

Shareholders clearly exhibiting Stockholm syndrome at this point

CYBERROCKET

AFD is not a neonazi party

They are according to the german secret service there is a 1000 pages document linking them to Neo Nazis and domestic terrorism!

Starship is a prototype, and it nailed it's last two launches. Fuck Elon, but SpaceX is run by democrats. You'll look stupid if you shit on it.

Tesla sold 50k of model s x ct combined in 2025. That is literally nothing.

they are testing in London as well

Why would anyone would use a Waymo when y'all have Tardis' over there?

The Tardis only picks companions worthy of travelling through time and space. Waymo will take anyone with a debit card.

It will be an interesting case study taught in business schools in 2040 when the company will have ceased to exist.

Somebody please tell me how Elon's TaaS is different than grabbing a taxi today?

The best investment for 2026 will be puts on Tesla which has a pe of almost 300, no car innovation, with China ahead on robotics, and self driving cabs that will never be profitable. Drivers are not where uber/lyft money goes. Tesla reported a GAAP net income of $3.79 billion for the full year 2025, a significant 46% decline from the $7.09 billion earned in 2024. This downward trend follows a peak in 2023, as the company navigates increased operating expenses and a pivot toward AI and robotics projects

The Trump presidency will be so strange. If it was not for Trump, Elon would be a grouchy old man. (Biden helped make Elon grouchy)

Considering F-150 did only slightly better, it is more the price and limited customers that hurt CT more than a bad design.

WTF is Transporation? Elon Musk promised $25,000 EVs and failed but Chinese brands delivered. We have quite a few Chinese BEV models manufactured here in Thailand that are around $20,000. Check the Aion UT for example. BEVs don't have to be Tesla expensive.

The idiots holding Tesla stock with a pe of 360 not only harm themselves with an asset at least 20 x overpriced. They also make a crazed right wing neo nazi very powerful. Even a pe of 16 would be too high for a company in rapid decline.