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Elon Musk now owns 9.2% of twitter...update.. will soon be the sole owner as Board of Directors accepts his purchase offer

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And here I thought that even with a few manufacturing defects (I was thinking panel gaps and the like) Teslas were still so much more reliable than ICE cars. I guess I was wrong.
 
cytg111 said:
Just google it, in Denmark 45% of all model Y's from 2021 failed... The 3 is not far behind. Stories from other countries as well.
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Not surprised, appears to be mainly control arm issues from older models. Tesla changed the design of the control arms from 2023 onwards because of reliability issues.

When I rotate my tires I take a look at them on my 2023 Y and so far they appear ok at 30,000+ miles.
 
thilanliyan said:
Is that for Model Y as well?
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Model Y and 3 share a lot of parts commonality. However the Model Y had more weight on the control arms which seemed to cause earlier issues on the Y.

If I owned a 3 it would be something I would inspect when rotating the tires. Especially a high mileage 3. It is possible but difficult to inspect the control arms properly with the tires still on.
 
Jaskalas said:
Do I understand that correctly?
Tesla will no longer make cars?
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For now they will keep making their most popular/affordable models (Model 3 Sedans and Model Y SUVs)

I believe part of Musks $1T Stock bonus agreement requires most cars sold to have Full Self Driving monthly subscriptions. He has to keep selling (more) cars to get that bonus.

The S and X are expensive and sell 10X less than the 3 and Y. He probably wants to focus on selling more cars overall rather than selling fewer expensive cars.

It’s also why he’s removing basic autopilot so if you want lane keeping assit you have to rent FSD.
 
Paratus said:
For now they will keep making their most popular/affordable models (Model 3 Sedans and Model Y SUVs)

I believe part of Musks $1T Stock bonus agreement requires most cars sold to have Full Self Driving monthly subscriptions. He has to keep selling (more) cars to get that bonus.

The S and X are expensive and sell 10X less than the 3 and Y. He probably wants to focus on selling more cars overall rather than selling fewer expensive cars.

It’s also why he’s removing basic autopilot so if you want lane keeping assit you have to rent FSD.
Click to expand...

Big picture the company has lost the ex-US market to the Chinese. Volume is down and isn't coming back, market share declines, no new competitive product even in development, giant expensive failure in the name of Cybertruck, lagging Waymo badly, and a robot that doesn't work. When/if retail investors stop buying his bullshit Tesla will probably end up sold to GM or Ford for a song.
 
Paratus said:
For now they will keep making their most popular/affordable models (Model 3 Sedans and Model Y SUVs)

I believe part of Musks $1T Stock bonus agreement requires most cars sold to have Full Self Driving monthly subscriptions. He has to keep selling (more) cars to get that bonus.

The S and X are expensive and sell 10X less than the 3 and Y. He probably wants to focus on selling more cars overall rather than selling fewer expensive cars.

It’s also why he’s removing basic autopilot so if you want lane keeping assit you have to rent FSD.
Click to expand...
So Tesla has yet as a car company replace one of their models with a true 2nd generation design. Basically a failure as a car company.
 
Paratus said:
For now they will keep making their most popular/affordable models (Model 3 Sedans and Model Y SUVs)

I believe part of Musks $1T Stock bonus agreement requires most cars sold to have Full Self Driving monthly subscriptions. He has to keep selling (more) cars to get that bonus.

The S and X are expensive and sell 10X less than the 3 and Y. He probably wants to focus on selling more cars overall rather than selling fewer expensive cars.

It’s also why he’s removing basic autopilot so if you want lane keeping assit you have to rent FSD.
Click to expand...
Not sure eliminating a feature that is generally standard on almost every car and making it a $100 a month paid subscription is going to help. FSD is one thing but eliminating all lane assist etc... isn't going to attract buyers. $1200 a year for standard safety on any other car? And that's before they jack it up again... and again... Considering the models they are keeping are considered their "budget conscious" models.....
 

From the article:

Musk predicted the Cybercab, a two-seat self-driving “robotaxi” vehicle with no steering wheel or pedals, will eventually be sold in numbers “several times more” than all Tesla’s other vehicles combined.
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The company previously said that its robotaxi service would serve half of the US population by the end of 2025. Musk reiterated that goal on Wednesday, saying between a quarter to half of the United States will have fully autonomous vehicles by the end of 2026, “pending regulatory approval.”
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Ketamine - It's one helluva drug!
 
brycejones said:
So Tesla has yet as a car company replace one of their models with a true 2nd generation design. Basically a failure as a car company.
Click to expand...
technically they have been making a few big changes in tech/parts with each model, the modelS is primitive engineering-wise in construction methods and battery tech to what they have now. the cybertruck is actually impressive in tech under the hood so to speak, but it will never sell enough units to make a profit given the outlay for the production line and changes needed to make it not a lemon that falls apart as you drive. the model2 was supposed to be the one that integrated all their 2nd gen improvements, but with the ct failure and the public's distaste for elmo i doubt they have the capital to start up an entire clean sheet production line for a new model if they are bleeding sales.
i suspect they are keeping the ct line up just to have a use for the batteries they are making, along with it being elmo's vanity project.
VRAMdemon said:

From the article:





Ketamine - It's one helluva drug!
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byd is eating their lunch worldwide, starting a tesla factory in china where they get first hand access to steal your knowledge/tech was the most short sighted move ever.

as for the taxi plans, as i posted earlier: they still havent even started the paperwork to get an exemption from the DOT for a car without human controls. saying that they are going to have greater numbers than all their competitors by 2026 is delusional. waymo is out there now and they dont need a human proctor in the car much less the rumored chase cars for the proctor-less cars coming "soon".

i didnt know the taxi was a 2-seater, that is a hell of a bet. if you have a family with kids that is 2 taxis you have to pay for to get to the airport. that cant be cheaper than a normal real human taxi. theoretically you are probably targeting the affluent individual who doesnt want to deal with parking or even owning a car, and you can come out with a 4-door 5-seater later but you are giving up a large amount of TAM to waymo or even zoox.

it is hilarious that i see YT channels still glazing elmo/tesla and buying every half assed lie he tosses out as a sign that tesla is still in the lead/profitable. i really hope they have huge shares in tesla and are trying to protect their nestegg, otherwise that much willful blindness to the fundamental issues with opud and outright fraud on taxi/robots claims is truly cult levels of drinking the koolaid.
 
MomentsofSanity said:
Not sure eliminating a feature that is generally standard on almost every car and making it a $100 a month paid subscription is going to help. FSD is one thing but eliminating all lane assist etc... isn't going to attract buyers. $1200 a year for standard safety on any other car? And that's before they jack it up again... and again... Considering the models they are keeping are considered their "budget conscious" models.....
Click to expand...
Toyota is trying out a subscription model for similar features. I think it was $325/year for lane/parking assist.
 
gorobei said:
technically they have been making a few big changes in tech/parts with each model, the modelS is primitive engineering-wise in construction methods and battery tech to what they have now. the cybertruck is actually impressive in tech under the hood so to speak, but it will never sell enough units to make a profit given the outlay for the production line and changes needed to make it not a lemon that falls apart as you drive. the model2 was supposed to be the one that integrated all their 2nd gen improvements, but with the ct failure and the public's distaste for elmo i doubt they have the capital to start up an entire clean sheet production line for a new model if they are bleeding sales.
Click to expand...
JFC, no 2nd gen of any model is what said. They have not been able to follow up the model S with a new model S platform for example. They can tweak but as a car company they are certainly lacking the vision to update their models in specific market segments so they have a consistently competitive product. Shit the styling of their entire range is derivative except for the cyber truck which is just bad. Unless something changes Tesla is done as a car company.
 
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IronWing said:
Toyota is trying out a subscription model for similar features. I think it was $325/year for lane/parking assist.
Click to expand...

Is this certain models only? We just bought a 2026 Toyota, and our lane/parking assist, adaptive cruise, etc... is built-in outside of any subscription.

The only subscription services are the music streaming (connect Amazon Music/Spotify/Apple Music to the native Toyota interface) and the drive connect (native navigation with voice control), and both of these services come with the remote start from your phone. Then there is a wifi option as well.

Only thing I wish was free/cheap is the remote start from your phone, since the key fob remote start distance is minimal.
 
brycejones said:
JFC, no 2nd gen of any model is what said. They have not been able to follow up the model S with a new model S platform for example. They can tweak but as a car company they are certainly lacking the vision to update their models in specific market segments so they have a consistently competitive product. Shit the styling of their entire range is derivative except for the cyber truck which is just bad. Unless something changes Tesla is done as a car company.
Click to expand...
the roadster would have been their 1st model to get a next gen. it was supposed to come out in '25 but it has been delayed to valve HL3 levels of 'soon'. there are prototypes but they seem to be ages away from serial production.

it isnt as much a matter of vision as it is money.
with the turdump administration cutting the carbon credit payout system, tesla no longer gets free hundreds of millions of dollars from the govt. that knocked out a fair chunk of their yearly profits. that's why i said they likely no longer have the readily available capital to fund brand new model/body/platform. if nothing else they should be doing the minor fascia + tail/headlight yearly updates to existing models like the detroit car makers.

as far as their future, they are cooked.
tesla was always on a clock in terms of becoming a established 'too big to fail' company. their only real advantage right now is the software system/CAN. they couldnt ramp fast enough on the 3 to bring prices down to make it a steady part of their lineup. the Y is the only good model they have in terms of quality. the model 2 was supposed to be the "real" mass market(huge sales) product that would make tesla an established brand, but they no longer talk about the 2 or its release date.
as some analyst put it: everyone who thinks tesla is going to be about robots and ai, 75-80% of their revenue is from automotive. exactly how soon do you think selling robots is going to makeup for their cratering car sales.

the fact that they are transitioning the fremont factory to robots means they are spending money with a lot less profit coming in. i suspect they will limp along until the writing is on the wall and during the asset sell off the fremont factory will be snapped up for a song by twitter-ai.
 
gorobei said:
the roadster would have been their 1st model to get a next gen. it was supposed to come out in '25 but it has been delayed to valve HL3 levels of 'soon'. there are prototypes but they seem to be ages away from serial production.

it isnt as much a matter of vision as it is money.
with the turdump administration cutting the carbon credit payout system, tesla no longer gets free hundreds of millions of dollars from the govt. that knocked out a fair chunk of their yearly profits. that's why i said they likely no longer have the readily available capital to fund brand new model/body/platform. if nothing else they should be doing the minor fascia + tail/headlight yearly updates to existing models like the detroit car makers.

as far as their future, they are cooked.
tesla was always on a clock in terms of becoming a established 'too big to fail' company. their only real advantage right now is the software system/CAN. they couldnt ramp fast enough on the 3 to bring prices down to make it a steady part of their lineup. the Y is the only good model they have in terms of quality. the model 2 was supposed to be the "real" mass market(huge sales) product that would make tesla an established brand, but they no longer talk about the 2 or its release date.
as some analyst put it: everyone who thinks tesla is going to be about robots and ai, 75-80% of their revenue is from automotive. exactly how soon do you think selling robots is going to makeup for their cratering car sales.

the fact that they are transitioning the fremont factory to robots means they are spending money with a lot less profit coming in. i suspect they will limp along until the writing is on the wall and during the asset sell off the fremont factory will be snapped up for a song by twitter-ai.
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The thing is even in Detroit they replace entire platforms much faster as a matter of regular business than Tesla has even attempted. Platforms are replaced every 5-8 years typically in the industry. The most Tesla has managed to do is some tweaks to the front, rear, and suspension. It's sad and funny watching Elon run the business into the ground while being high as fuck all the time.

I also predict the 2nd gen Roadster never makes it to production.
 
96Firebird said:
Is this certain models only? We just bought a 2026 Toyota, and our lane/parking assist, adaptive cruise, etc... is built-in outside of any subscription.

The only subscription services are the music streaming (connect Amazon Music/Spotify/Apple Music to the native Toyota interface) and the drive connect (native navigation with voice control), and both of these services come with the remote start from your phone. Then there is a wifi option as well.

Only thing I wish was free/cheap is the remote start from your phone, since the key fob remote start distance is minimal.
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I was looking at the Land Cruiser.
 
So he wanna funnel xAI into SpaceX now?

Didnt he threaten with something like that if he wasnt assigned his last pay package?

And now he is doing it anyway?

(or was that robotics?)
 
It's not an issue of money. Tesla printed large profits from 2020-2025, including the free money from regulatory credits.
It's nobody's fault but their own that they've repeatedly chosen to throw insane pay packages at Elon, when he's been a shitty part-time CEO who apparently doesn't care enough about the core business to develop all new models as is standard in the industry.

Now to their credit, they've done surprisingly well selling stale car designs but the RDF appears to be breaking down quite rapidly once Elon openly went full Nazi.*

Finally, TSLA is near its all-time high so if you detach yourself from an honest eval of their auto business, you have to admit that Elon's continual stock pumping has been astronomically effective. FFS their PE ratio is currently 385 LOL. A lot of speculators have gone broke shorting TSLA.

* Arguably any other major automaker that refused to redesign its vehicles would have experienced catastrophic sales declines much sooner.
 
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