Rival Tesla Model X to end production

[Rade]

Well, the "CybertrucK" was Elon's ego stroke. But with his ADHD, he tends to "move on"; I have to agree with folks on this board that its days are numbered, but it will go quietly "...as Tesla focus and priorities" shift.

I also suspect that much like tacking them onto the Space-X contract, most of the inventory will wend their way onto Government contracts...

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[Zoidz]

RE: Tesla's Robot....Boston Dynamics has been at this much longer, the latest iteration with Hyundai clearly smokes everything we've seen so far with Optimus. Hyundai will be deploying them in it's factories this year to start testing. If the future is humanoid robots, my $ would be on Atlas.

BD is indeed light-years ahead of Telsa. But to date, BD has show zero interest or effort in volume production/mass market of their products.

 

[BigSkies]

I did hear from a friend involved in Tesla's Fremont plant that they are legitimately working on the plans to retrain the workforce to make tens of thousands of these dumb robots.

To my knowledge, these robots have yet to demonstrate the ability to profitably displace a human or other robot in any single task.

 

[cadblu]

Tesla's model line-up used to spell out ' S 3 X Y'

remember the 'SEXY' buttons?

Now it's just E Y ....... EEEEEYYYYYYY

 

[savethemanual]

BD is indeed light-years ahead of Telsa. But to date, BD has show zero interest or effort in volume production/mass market of their products.

Perhaps because the demand is/was not there, but that seems to be changing...at least for industrial purposes.

Also, here is a good piece 60 minutes did recently about humanoid robots...specifically BD's Atlas.

 

[Mathme]

I'm still confused on the business case for these two Tesla Products.

Cybercab was launched last year and still needs a human observer and is only driving in a limited area of Austin, TX. Waymo is years ahead of them and running in many states at this time. Given the Elmo Stigma, I think most people will choose a Wayme over a Cybercab if given a choice.

Robot: What task has this thing been able to do at this time? How much delicate work can the things really do? There's only so much market in the manufacturing space before they need to venture out into the private space. As others earlier have said, taking 5 minutes to load one dish in a dishwasher isn't efficient. Likewise, it'll be a long time before that robot will be able to dust grandmas prized teacup collection every week. Then there's the thought of having a product owned by Crazy Elmo in my house....gives me the creeps.

At this point, I almost see the robot as a product without a purpose...and that's a lot to bet the company on...

 

[Dark-Fx]

Robot: What task has this thing been able to do at this time? How much delicate work can the things really do? There's only so much market in the manufacturing space before they need to venture out into the private space.

Elon's ego isn't the only thing those robots will be stroking.

 

[BigSkies]

I'm still confused on the business case for these two Tesla Products.

Cybercab was launched last year and still needs a human observer and is only driving in a limited area of Austin, TX. Waymo is years ahead of them and running in many states at this time. Given the Elmo Stigma, I think most people will choose a Wayme over a Cybercab if given a choice.

Robot: What task has this thing been able to do at this time? How much delicate work can the things really do? There's only so much market in the manufacturing space before they need to venture out into the private space. As others earlier have said, taking 5 minutes to load one dish in a dishwasher isn't efficient. Likewise, it'll be a long time before that robot will be able to dust grandmas prized teacup collection every week. Then there's the thought of having a product owned by Crazy Elmo in my house....gives me the creeps.

At this point, I almost see the robot as a product without a purpose...and that's a lot to bet the company on...

If it was a serious product, they'd have developed it to do a handful of tasks that have a high-ROI. They'd be aggressively demoing and selling it for use in those high ROI tasks before going to mass production. Then they'd expand production as the business case develops and they can apply it to a broader range of tasks.

Going straight to high-volume production indicates that they're mostly interested in avoiding writing down the value of the Fremont factory as vehicle sales volumes continues to plummet.

 

[Mountain Life]

Elon's ego isn't the only thing those robots will be stroking.

If Elon came out and said this would be one of the use cases, then yes, these things would sell like gangbusters.

 

[mkg3]

There are many real use for humid robots.

One of the major push is the Dark Factory, where they can run 24/7 fully automated and without humans. There are estimates now by industrial organizations that predict China will be the first 100% Dark Factory by 2030 building autos 27/7/365 without anyone. The video shows how Chinese auto factory is today. Some of the robotic (non-humanoid) will be replaced by humanoid and people themselves today will also be replaced for inspection and maintenance actions.



The dark factories will kill UAW in this country so we'll see if it ever happens here. That said, Chinese have pretty much won the EV race given their cost structure and volume already.

Clearly it is an industrial use first, then mainstream commercial before filters down onto consumers. There are everything from service jobs eliminating the need for order takers and inspectors, to senior care at home for 24/7/365.

 

[Sgt Beavis]

 

[Time2Roll]

Well, the "CybertrucK" was Elon's ego stroke. But with his ADHD, he tends to "move on"; I have to agree with folks on this board that its days are numbered, but it will go quietly "...as Tesla focus and priorities" shift.

I also suspect that much like tacking them onto the Space-X contract, most of the inventory will wend their way onto Government contracts...

I assume the CT may get remade into a more conventional truck while retaining some of the cyber look to it.

I find it interesting that when Howard Hughes controlled TWA he was not allowed to buy planes from his aircraft company due to conflict of interest. How times have changed.....

 

[savethemanual]

I assume the CT may get remade into a more conventional truck while retaining some of the cyber look to it.

I find it interesting that when Howard Hughes controlled TWA he was not allowed to buy planes from his aircraft company due to conflict of interest. How times have changed.....

The CT should have been made from the beginning with twins in mind....like R1T/S and a more traditional design. I'm sure Tesla would still have incorporated many unique features that make them who they are. A proper 3 row SUV would have been good for their portfolio and sales since Model X was never going to be redesigned.

Regarding your second comment, we're living in a capitalistic system full of greed and corruption, heck there's even a felon elected as POTUS....enough said.

 

[mkg3]

I assume the CT may get remade into a more conventional truck while retaining some of the cyber look to it.

I find it interesting that when Howard Hughes controlled TWA he was not allowed to buy planes from his aircraft company due to conflict of interest. How times have changed.....

Highly doubt that Tesla would spend the money to reconfigure CT. It is more likely that they may make small cosmetic changes and that's it - sort of like the Model S/X refresh years past.

To clarify, when Howard Hughes controlled TWA, Hughes Aircraft never made any commercial aircraft. They did make most famously the Spruce Goose and several other military aircraft but never any passenger focused commercial airplanes.

Instead Lockheed Constellation was the primary aircraft at the time until the 707 came along, followed by DC-8, not because of conflict of interest with Hughes Aircraft. these were better planes that Hughes could produce at the time.

 

[Hillbilly]

The S was the only good looking vehicle they made

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